Developed by Chartered Accountants David Moehle and Tim Zeale, ClientWindow was created to “bridge the gap” between client expectations for instant messaging and the regulatory demands for data retention in financial services.  

Especially significant for accountants, ClientWindow is able to integrate WhatsApp conversations with industry software including Hubdoc, Dext, Apron and AutoEntry. 

The ICAEW Technology Accreditation scheme assures high standards in quality, security, and functionality by assessing solutions for regulatory compliance, data security, user experience and industry adaptability. 

ClientWindow said the launch of this new category underscores the “growing importance of chat-based client communications for businesses – not just as a necessary ingredient for success but also as a critical requirement for secure and compliant communications”. 

Craig McLellan, manager of the ICAEW Technology Accreditation Scheme, commented: “We are delighted that ClientWindow has been accredited by the ICAEW. 

“It is important that we continue to give members the ability to review independently evaluated software that embraces the rapid changes in technology which is reshaping the finance and accountancy markets.”

Tim Zeale, co-founder of ClientWindow, added: “Receiving ICAEW’s Technology Accreditation in this new category is a proud moment for our team and a testament to the value ClientWindow brings to professional service firms. 

“This accreditation assures our users that they can communicate effectively with their clients through a platform that not only facilitates real-time messaging but also upholds the highest standards of client communications and regulatory compliance.”

Pictured top: Tim Zeale (left) and David Moehle (right) are the founders of ClientWindow.