Making Tax Digital: Save Time and Reduce Costs

ClientWindow connects WhatsApp with your business email accounts and practice management software – so you can streamline your Making Tax Digital processes with faster replies, less admin, and fully compliant records.

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Some of our happy customers include

Delight accountancy and bookkeeping clients who increasingly prefer the convenience of messaging apps.

Efficient Client Communication over WhatsApp for Making Tax Digital

Get faster responses with fewer follow-ups. WhatsApp has an 98% open rate, with most messages read in under five minutes - compared to just 20% for email.

Use WhatsApp to request VAT and ITSA documents

Collect receipts, invoices and information over WhatsApp, with faster approvals

Avoid deadline stress and reduce delays with quicker, clearer replies

Delight clients with clear, personal communications on WhatsApp

WhatsApp messages are not siloed on standalone devices, offering team-wide visibility

Reduce admin time and improve efficiency

ClientWindow helps your team gather, process and organise information faster.

Free up your team to focus on checks, not chasing

Automatically receive client WhatsApp messages in your email inbox or in your practice management software

Link client WhatsApp messages to your internal systems for easy organisation and data retention

Be ready for VAT and ITSA filing deadlines

Structured record-keeping for Making Tax Digital compliance

Digital record-keeping is a core MTD requirement. ClientWindow makes it simple by integrating client WhatsApp messages into your internal systems.

Meet your MTD compliance obligations

Capture, organise and store every message, document and approval from WhatsApp within your existing workflows

Be HMRC ready with a complete, compliant audit trail

Seamless WhatsApp integration with your practice management software

ClientWindow helps you stay MTD ready by bringing WhatsApp into your existing systems, so every client WhatsApp message is captured, organised, and linked to the right client file.

Receive client WhatsApp messages directly in your practice management software

Allocate, action and record messages on the correct client file

Use your current workflows to trigger WhatsApp updates and reminders to clients

Stay efficient and accurate without changing how your team works

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Solve your communications challenges with ClientWindow.

Scalable Client Chat Messaging
Fast & Simple Onboarding
Integrated with your Business Systems

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Free Guide

Using WhatsApp to Support MTD: A ClientWindow Guide

Allow your teams to use WhatsApp to support MTD efforts whilst reducing your admin, improving response times, and staying compliant with the latest Making Tax Digital requirements.

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