Secure, compliant client communication - Built for Accounting
Engage with clients in full security and regulatory compliance and eliminate single-use systems. Qwil handles all your communication in one app.
How Accounting Firms Use Qwil
Simplify your client communication
Provide your accounting clients with the instant messaging experience they now expect, within a fully encrypted, professional environment.
Onboard new prospects and clients in 30 seconds for frictionless communication.
Collaborate with your team and call colleagues into a conversation with full chat history.
Chat, share secure tax files and account information in a secure instant messaging channel.
More than just a messaging app
Eliminate single use apps and portals for communicating with your accounting clients. Qwil replaces all the tools you need, under one roof.
Create and share e-signature templates for easy document signing and approvals.
Share confidential account information without extra encryption steps directly in chat.
Schedule and host secure video conferences with both clients and colleagues.
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Keep financial information secure
Conduct confidential communication in full confidence knowing that Qwil has handled all the security and compliance on your behalf.
All users are verified and must opt-into mandatory bespoke T&C's set by your business.
All communications sent via Qwil Messenger are time stamped and recorded in the audit trail.
All information shared via Qwil is encrypted both at rest and in transit.
Compliment your portal
Implement a simple, dedicated communication channel that is as easy to use as sending a WhatsApp.
Keep log-ins and engagement high with biometric mobile sign in, and seamless desktop access.
Create a custom dashboard with all the crucial links to direct clients to their reporting portal.
Integrate Qwil into your CRM so all communications are logged without extra admin work.
Make the most of Qwil Messenger for Accounting Firms
Replicate your firm’s coverage model
Ensure privacy with defined contact lists for clients and staff members. Create dedicated teams and assign staff to accounts to control sensitive communications.
Onboard new clients and capture KYC fast
Instantly onboard new clients over chat and invite prospects in seconds. Conduct your entire KYC and onboarding cycle in one secure, frictionless platform.
Share and store case files securely within chat
Replace insecure email attachments with a unified vault for tax returns and records. Share, organise, and store sensitive financial files directly within the relevant chat thread.
Host digital consultations and meetings
Launch encrypted video calls to review year-end filings or payroll queries from anywhere. Automatically maintain a record of all calls and follow-ups within the app.
Communicate within a branded environment
Elevate trust and display your commitment to security by inviting clients into a professional environment. Every interaction is branded with your practice’s logos.
Summarise legal threads and notes with AI
Boost your firm's efficiency with AI recaps and writing assistants. Summarise complex tax discussions and draft professional advice in your desired style with AI.
Streamline your client communication today.
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Qwil Messenger compared to insecure communication channels
| Qwil Messenger | Why Other Platforms Fail | |||
|---|---|---|---|---|
| Verified Users (2 factor invitation and access) |
|
✘ | ✘ | Fails security requirements as not closed environment and unauthenticated users |
| Data Ownership (Firm Controls Data) |
|
✘ |
|
Lacks control over data location and its jurisdictional sovereignty. |
| Encryption (At Rest & In Transit) |
|
✘ | ✘ | Encryption is not centrally managed or auditable by the business. |
| Centralized Audit Trail |
|
✘ | ✘ | Cannot reliably capture and retrieve records for regulatory inspection. |
| Access Control (Admin Oversight) |
|
✘ | ✘ | The business cannot enforce permissions or control access. |
| Regulatory Compliance |
|
✘ | ✘ | Lacks the necessary legal agreements and mandatory governance tools. |
| Qwil | |||
|---|---|---|---|
| Verified Users |
|
✘ | ✘ |
| Data Ownership |
|
✘ |
|
| Encryption |
|
✘ | ✘ |
| Centralized Audit Trail |
|
✘ | ✘ |
| Access Control |
|
✘ | ✘ |
| Regulatory Compliance |
|
✘ | ✘ |
Integrate your facvourite tools
Connect Qwil to your financial services tools to automate your workflows
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What our customers say
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"Qwil is like WhatsApp for financial and professional services. We believe it has significant potential to improve the engagement with clients."
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"Everyone loves how simple and intuitive to use the application is, and the fact that it can be used for so many things"
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"The system is easy, intuitive and most importantly it is easy for the clients to gain access to without unnecessary faff."
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"We needed our own method of communicating with clients that we felt would not only work as intuitively as existing chat functions, but would give us additional confidence that both ourselves and our clients could communicate in an encrypted, secure and compliant manner."
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"We invite a prospect from the first meeting with them, receiving their consent via the app to continue the conversation, conduct the on-boarding process and from then, the day-to-day interaction. Qwil is also used as an internal communication tool and has led to a significant reduction in email exchanges"
See how Qwil Messenger works for Accounting Firms
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