Summarize and humanize this content to 2000 words in 6 paragraphs in English ClientWindow has joined forces with Karbon, a practice management software provider, to streamline client communications for accounting firms. Under the new partnership, client messages sent through WhatsApp will be automatically routed into Karbon’s platform. This functionality will enable firms to capture, track, and respond to client queries within a centralised system, thereby enhancing operational efficiency and communication oversight. ClientWindow noted that historically, managing WhatsApp messages has posed challenges for accounting firms, with conversations often stored on individual mobile devices, resulting in fragmented communication and limited transparency. The integration seeks to resolve these issues by ensuring all WhatsApp correspondence is stored in one place and linked to the appropriate client record in Karbon. The system also improves internal workflow management. Incoming messages are directed to Karbon’s triage area, allowing them to be reviewed, assigned, and actioned by the appropriate team members. This process supports timely responses, facilitates task delegation, and helps firms maintain full visibility across teams. ClientWindow chief product officer Dan Cattermole said: “We know clients want to communicate with their accountants on WhatsApp but this can be difficult to manage. “This integration ensures that WhatsApp conversations are instantly captured and accessible within Karbon, just like emails, so firms can stay on top of client interactions, manage all their processes easily and offer an excellent service overall.” In addition to message management, the integration allows for the automated sending of reminders and notifications via WhatsApp. This feature aims to enhance client engagement while reducing administrative burden. Karbon co-founder and chief partnership officer Ian Vacin said: “Karbon brings your team, clients, work and data together in one place. “The ClientWindow partnership helps to further enable that by integrating WhatsApp with Karbon so that teams can respond faster and maintain a full record of all client interactions.” ClientWindow was founded by David Moehle and Tim Zeale, partners at Jersey-based chartered accountancy practice PKF bba. The platform was developed to provide professional services firms with a compliant and efficient communication solution. It supports message retention in line with legal, regulatory, and insurance requirements, and integrates with existing business email and management systems. “ClientWindow, Karbon team up” was originally created and published by International Accounting Bulletin, a GlobalData owned brand.
Keep Reading
