Register Here

Digital Accountancy Show 2024

Your front row seat to the future of accounting & finance.

16th & 17th April 2024, Evolution London



Learn more about us, become a partner or just get in touch

Gold Partner


ClientWindow seamlessly integrates conversations between private client who prefer to chat on WhatsApp, with relationship teams at accountancy and bookkeeping firms, who need to use business-level communication software such as email for those conversations.

By moving client WhatsApp conversations away from message silos on mobile phones into a centralised online platform, ClientWindow allows internal teams to easily read, share, reply and action any requests in those messages, whilst also ensuring accounting firms securely retain client chat data to meet their regulatory obligations.

Our integration of client WhatsApp messages with business email systems allows accounting team to view those chat messages in Outlook and other email software in the same way they manage client email communication today. ClientWindow also integrates with Practice Management solutions for retaining WhatsApp conversations against a client record.

By syncing with Dext, AutoEntry and Hubdoc, ClientWindow allows end-clients to effortlessly upload their receipts and invoices via WhatsApp, with those documents then automatically routed to those platforms for processing.

Things you will see at our stand