ClientWindow Hero
ClientWindow the customer collaboration app for accountants

About this App

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.

Cost (from)


Free Practice Subscription


Try for free, no payment details necessary

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
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  • iOS
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Accounting Platforms




Geographies Served




App features per category

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.

  • Convenient Customer Chat via our WhatsApp integration

  • Accountant chat via desktop and mobile apps

  • Editable chat participants on message threads

Curated Document Sharing

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


Bulk Customer Messaging

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

Visit ClientWindow

Some details on this page are subject to change. If you see something wrong please contact us here.

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