Customer WhatsApp Messaging for Accountants & Bookkeepers

Delight accountancy & bookkeeping customers by introducing WhatsApp messaging as a communication channel, using the ClientWindow app and our seamless email integration for your teams.

Integrate customer WhatsApp chats with your business systems.
Automatically send WhatsApp attachments to Dext, AutoEntry and Hubdoc.
Seamlessly orchestrate conversations between customers on popular messaging apps and your relationship teams who use business-level communication tools including email and Microsoft Teams.

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Amazing, thank you!

10:18 am

No problem, I will share these with you on WhatsApp once they are finalized.

10:18 am

Great stuff Daryl.

10:17 am

Hey Jayne. I've checked with the team and you can expect to have these on Friday

10:16 am

Hi Daryl. Are my accounts finalised?

10:02 am

Integrating customer WhatsApp messaging with your business email accounts

Our robust WhatsApp integration allows customers to conveniently interact with their accountants & bookkeepers from their favourite messaging app whilst also ensuring these providers maintain the necessary levels of security, retention and team access.
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Internal participants of customer WhatsApp conversations can receive those WhatsApp messages as emails, and if those internal teams then reply from there, those replies will be delivered back to the customer as WhatsApp messages, including any documents that may have been attached to those emails.

See how ClientWindow is transforming interactions between accountants and their customers

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Features

ClientWindow has been built to enable accountants to engage more effectively with their increasingly digital customers, where interaction via convenient messaging tools and any-time access to information via smartphone apps is becoming both essential and the norm.

Chat Messaging

Offer customers a more convenient way to interact with your team, both for short impromptu messages and on longer conversational threads.

Integrated customer WhatsApp conversations
Read and reply from our desktop and mobile apps
Receive and reply to WhatsApp chats via email

Invoices & Receipts capture

Allow customers to conveniently send their invoices and receipts to your firm via WhatsApp, with automatic routing of these to the following document processing platforms:

Dext
AutoEntry
Hubdoc

Customers will no longer need to install apps on their phones to manage the document capture process, saving them time and creating a stronger relationship with your business.

Automated Information Requests

Requesting information from customers has typically been a disconnected and manual process. ClientWindow offers access to editable online questionnaires that your customers can complete for all types of information gathering, including tax self-assessment, VAT/GST returns and even on-boarding and customer survey forms.

Drag and Drop Form Builder
Form Templates
Questionnaire Status Reporting

ClientWindow can invite customers to complete questionnaires via both WhatsApp and email invites.

Benefits

ClientWindow has been built to enable accountants to engage more effectively with their increasingly digital customers, for whom interaction via convenient messaging apps, such as WhatsApp, and fast access to information on-the-go via smartphones is becoming essential.

Delight your customers

Enables customers to chat with their accountants on the messaging tool they prefer
Allows for shorter and more informal accountancy related conversations
Builds stronger relationships through more regular contact
Offer customers a single interface via WhatsApp for messaging and uploading bookkeeping documents

Security & data retention

WhatsApp and In-App chat messages retained and backed-up for future retrieval
Chat message access restricted to appropriate internal and external teams
Enterprise-level WhatsApp integration
Encrypted data at rest and in transit
Robust Cloud-based storage for chat messages and customer documents

Business growth tool

Meet pent-up customer demand for more convenient digital interactions
Create competitive advantage over more traditional providers
Build deeper relationships with customers using our conversational chat features
Retain existing customers for longer
Win new business based on your modern, mobile-centric, and convenient services