Communicate with customers on WhatsApp and the chat messaging features they prefer, but with the search, security & retrieval benefits of traditional email.
Professional WhatsApp messaging integration
Convenient in-app chat features
Curated in-app Document Sharing
Built by accountants for accountants to delight their increasingly mobile-first customers.
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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.
Offer customers a more convenient way to interact with your team, both for short impromptu messages and on longer conversational threads.
Convenient Customer Chat via our WhatsApp integration
Accountant chat via desktop and mobile apps
Editable chat participants on message threads
Clients often need access to their accounts and other historical financial documents. Make it super-easy for them to access these records via the ClientWindow app whenever they need them.
Curated Document upload & sharing
Categories based on document type
Links to uploaded documents via chat
Improve the process for requesting information and for mass messaging your customers with reminders & notifications via our innovative broadcasting features.
Automated Broadcast Messages
Group customers into cohorts
Bulk Requests for Information
Information Response Management
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