ClientWindow

About us

Professional WhatsApp Messaging for Accountants, with team visibility and integration into existing processes & systems.

Offer modern WhatsApp messaging to clients whilst seamlessly managing those conversations in your exisiting accountancy software, including staff email accounts and pratice management software, away from disconnected WhatsApp chats on standalone phones.

Chase information more effectively, save time and admin costs, and with more consistent responses, using ClientWindow's Broadcast capability, for sending bulk WhatsApp messaging campaigns to specific client segments.

Allow clients to send invoices and receipts over WhatsApp, on the same number they are chatting to you on, with automatic routing of those attachments into Dext, AutoEntry, Hubdoc, Xero, Apron & Briefcase.

Easily scale new business pipeline by offering WhatsApp as an enquiry channel using our WhatsApp website chat widget and WhatsApp QR code.

ClientWindow features for better practice management:
- Full chat messaging integration with Practice Management software.
- Accurate time recording and billing for chat message conversations.
- WhatsApp voice notes automatically transcribed into text for accurate task management and action points
- Fully audited messaging history for privacy and industry regulations.
- Send automated messages from Practice Software to WhatsApp recipients

Efficient Client Communication over WhatsApp for Making Tax Digital:

- Get faster responses with fewer follow-ups. WhatsApp has an 98% open rate, with most messages read in under five minutes - compared to just 20% for email.
- Use WhatsApp to request VAT and ITSA documents
- Collect receipts, invoices and information over WhatsApp, with faster approvals
- Avoid deadline stress and reduce delays with quicker, clearer replies
- Delight clients with clear, personal communications on WhatsApp
- WhatsApp messages are not siloed on standalone devices, offering team-wide visibility

Structured record-keeping for Making Tax Digital compliance:
- Digital record-keeping is a core MTD requirement. ClientWindow makes it simple by integrating client WhatsApp messages into your internal systems.
- Meet your MTD compliance obligations
- Capture, organise and store every message, document and approval from WhatsApp within your existing workflows
- Be HMRC ready with a complete, compliant audit trail