Streamline Invoicing with ClientWindow and Apron
ClientWindow integrates with Apron to offer seamless invoicing, data capture and excellent client communications, especially for accountants and bookkeepers.
In this article, we are going to look at exactly how the ClientWindow and Apron integration works, why it is beneficial and how to set it up.
Introduction to ClientWindow and Apron Integration
Before we look at the details of an Apron and ClientWindow integration, it can first be helpful to review what each of the platforms offer on their own.
Apron is a practice management software designed specifically for accountancy firms and bookkeepers to improve communication and efficiency – especially when it comes to invoicing and payments. Its focus is on helping firms manage all client interactions, workflows, and document storage in one secure, centralised location. Apron offers a comprehensive solution to streamline operations by automating routine processes, which allows businesses to focus on delivering better services to clients.
ClientWindow is a communications platform that connects clients who want to use messaging apps, such as WhatsApp, with business teams who use email. The WhatsApp to email integration allows for seamless communications between businesses and their clients with centralised messaging and team-wide visibility of all chats. Clients love how easy it is to use – they can simply WhatsApp their accountant or bookkeeper as normal, whilst messages appear, and can be replied to, in email by businesses. This means all communications are also recorded and stored, helping businesses meet their data privacy, storage and retention compliance requirements.
Benefits of Using ClientWindow with Apron
The integration between ClientWindow and Apron offers significant benefits by bringing together the communication strengths of ClientWindow with Apron’s powerful practice management features – especially for seamless invoicing, and receipt and document capture.
Apron helps accounting firms by organising tasks, client communications, and document management in one centralised system. However, the challenge often lies in efficiently gathering the necessary information from clients. Encouraging them to send their bills, receipts and invoicing is not an easy job! This process can be manual and frustrating, as it depends on clients responding with the correct details in a timely manner, which is not always easy to achieve.
ClientWindow addresses this issue by connecting clients directly to Apron through WhatsApp. This innovative integration allows accountants to send requests for information, such as for receipts and bills, via email, which are then delivered to the client's WhatsApp. Clients can respond directly by attaching documents through WhatsApp, and these are sent back to the accountant’s email and automatically uploaded into Apron, ready for processing. This seamless connection streamlines communication, saving time and reducing errors.
Overall, ClientWindow integrates with Apron to help:
- Centralise Communication
ClientWindow’s integration with Apron means all client communications are funneled into one secure system. This eliminates the need for businesses to switch between different platforms and ensures that all client interactions, including WhatsApp messages, are captured and stored securely. This also simplifies task management, as any updates or documents shared by clients can be directly linked to tasks in Apron.
- Streamlined Workflows
The combination of Apron’s workflow management tools with ClientWindow’s real-time client communication ensures that businesses can automate and streamline their processes. When clients submit documents or provide feedback through WhatsApp, this information is automatically updated in Apron, keeping projects on track and ensuring deadlines are met.
- Compliance and Security
Both Apron and ClientWindow are designed with security in mind, ensuring that client data is protected. By integrating the two platforms, businesses can securely manage all client communications, including those through channels like WhatsApp, while maintaining compliance with data protection regulations. This is particularly important for firms operating in regulated industries.
- Client satisfaction
Clients love the fast and efficient communications over WhatsApp. With all communications and operations increasingly being handled on personal mobile phones, clients are more likely to submit their documents and reply quickly to requests over WhatsApp.
Step-by-step guide to integrate ClientWindow with Apron
The ClientWindow and Apron integration is a very easy process to set up and navigate. Both businesses and clients only need to complete a few quick steps to get it all up and running.
Business set up
Step 1: Login to your ClientWindow account.
Step 2: Select a Client Space from the Client Space Menu
Step 3: Navigate to the Setting option in the Client Space
Step 4: Go to Manage Document Upload.
Step 5: Enter your Dext forwarding email.
Client set up
- Your client will continue to communicate on WhatsApp
- When in the WhatsApp conversation, upload a document or image
- Wait for the Select Document Upload prompt after uploading a file. The files will be sent in WhatsApp and they will also be sent to the specified Apron account through the Apron user email.
- The documents and conversations will appear in Apron ready for processing.
Overall, the ClientWindow and Apron integration helps businesses overcome workflow challenges whilst also providing excellent client communications. Businesses are recognising that WhatsApp is increasingly becoming the preferred communication tool for many clients due to its accessibility and personal nature. However, when messages are sent via personal devices, it can make managing conversations difficult for business teams.
Through an Apron and ClientWindow integration, businesses can allow clients to use WhatsApp not just for conversations, but to also submit documents like bills, receipts and invoices. This helps teams work more efficiently with improved client services, whilst also maintaining compliance with data regulations.
Frequently Asked Questions
Setting up a ClientWindow account and integrating with Apron is a simple process. Book a demo with us today for a free, no obligation call and we will show you exactly how it works and what to do, before you decide if you want to sign up.
ClientWindow and Apron can be used by businesses of all sizes. Both platforms offer a range of packages to suit any organisation and number of users. Apron also provides one-month free trials for those who are just looking at getting started.
ClientWindow integrates with Apron to offer seamless invoicing, data capture and excellent client communications, especially for accountants and bookkeepers.
In this article, we are going to look at exactly how the ClientWindow and Apron integration works, why it is beneficial and how to set it up.
Introduction to ClientWindow and Apron Integration
Before we look at the details of an Apron and ClientWindow integration, it can first be helpful to review what each of the platforms offer on their own.
Apron is a practice management software designed specifically for accountancy firms and bookkeepers to improve communication and efficiency – especially when it comes to invoicing and payments. Its focus is on helping firms manage all client interactions, workflows, and document storage in one secure, centralised location. Apron offers a comprehensive solution to streamline operations by automating routine processes, which allows businesses to focus on delivering better services to clients.
ClientWindow is a communications platform that connects clients who want to use messaging apps, such as WhatsApp, with business teams who use email. The WhatsApp to email integration allows for seamless communications between businesses and their clients with centralised messaging and team-wide visibility of all chats. Clients love how easy it is to use – they can simply WhatsApp their accountant or bookkeeper as normal, whilst messages appear, and can be replied to, in email by businesses. This means all communications are also recorded and stored, helping businesses meet their data privacy, storage and retention compliance requirements.
Benefits of Using ClientWindow with Apron
The integration between ClientWindow and Apron offers significant benefits by bringing together the communication strengths of ClientWindow with Apron’s powerful practice management features – especially for seamless invoicing, and receipt and document capture.
Apron helps accounting firms by organising tasks, client communications, and document management in one centralised system. However, the challenge often lies in efficiently gathering the necessary information from clients. Encouraging them to send their bills, receipts and invoicing is not an easy job! This process can be manual and frustrating, as it depends on clients responding with the correct details in a timely manner, which is not always easy to achieve.
ClientWindow addresses this issue by connecting clients directly to Apron through WhatsApp. This innovative integration allows accountants to send requests for information, such as for receipts and bills, via email, which are then delivered to the client's WhatsApp. Clients can respond directly by attaching documents through WhatsApp, and these are sent back to the accountant’s email and automatically uploaded into Apron, ready for processing. This seamless connection streamlines communication, saving time and reducing errors.
Overall, ClientWindow integrates with Apron to help:
- Centralise Communication
ClientWindow’s integration with Apron means all client communications are funneled into one secure system. This eliminates the need for businesses to switch between different platforms and ensures that all client interactions, including WhatsApp messages, are captured and stored securely. This also simplifies task management, as any updates or documents shared by clients can be directly linked to tasks in Apron.
- Streamlined Workflows
The combination of Apron’s workflow management tools with ClientWindow’s real-time client communication ensures that businesses can automate and streamline their processes. When clients submit documents or provide feedback through WhatsApp, this information is automatically updated in Apron, keeping projects on track and ensuring deadlines are met.
- Compliance and Security
Both Apron and ClientWindow are designed with security in mind, ensuring that client data is protected. By integrating the two platforms, businesses can securely manage all client communications, including those through channels like WhatsApp, while maintaining compliance with data protection regulations. This is particularly important for firms operating in regulated industries.
- Client satisfaction
Clients love the fast and efficient communications over WhatsApp. With all communications and operations increasingly being handled on personal mobile phones, clients are more likely to submit their documents and reply quickly to requests over WhatsApp.
Step-by-step guide to integrate ClientWindow with Apron
The ClientWindow and Apron integration is a very easy process to set up and navigate. Both businesses and clients only need to complete a few quick steps to get it all up and running.
Business set up
Step 1: Login to your ClientWindow account.
Step 2: Select a Client Space from the Client Space Menu
Step 3: Navigate to the Setting option in the Client Space
Step 4: Go to Manage Document Upload.
Step 5: Enter your Dext forwarding email.
Client set up
- Your client will continue to communicate on WhatsApp
- When in the WhatsApp conversation, upload a document or image
- Wait for the Select Document Upload prompt after uploading a file. The files will be sent in WhatsApp and they will also be sent to the specified Apron account through the Apron user email.
- The documents and conversations will appear in Apron ready for processing.
Overall, the ClientWindow and Apron integration helps businesses overcome workflow challenges whilst also providing excellent client communications. Businesses are recognising that WhatsApp is increasingly becoming the preferred communication tool for many clients due to its accessibility and personal nature. However, when messages are sent via personal devices, it can make managing conversations difficult for business teams.
Through an Apron and ClientWindow integration, businesses can allow clients to use WhatsApp not just for conversations, but to also submit documents like bills, receipts and invoices. This helps teams work more efficiently with improved client services, whilst also maintaining compliance with data regulations.
