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All-in one app for secure client communication 

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New tax year. Hit the ground running with Qwil

30th Mar 2023
Brought to you by
qwil messenger logo

All-in one app for secure client communication 

Save content
Have you found this content useful? Use the button above to save it to your profile.

We asked a few of your peers for their top 3 "Qwil features" which will help make the tax year 2023-2024 the most efficient ever! 

Number 1 time saver: 30 seconds onboarding of new clients

 

New year, new communication tools. Yes we have a portal and secure email, but my staff and clients have been asking about WhatsApp and Qwil is the professional answer and meets GDPR requirements

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I have sent out an email to all my clients saying that we will be using Qwil to communicate as it is secure and convenient…and as easy to use as WhatsApp. I have invited the first few already and will then use the CSV upload for the rest  

Number 2 time saver: Broadcast messages

With just a few clicks, i can send all my clients a message announcing the start of the new tax year and asking them to submit their documents. This is the easiest way to kick off the 2023-2024 season. I can also provide an update of the tax changes and Budget in the same way. ” 

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Number 3 time saver: Get clients to drag and drop all documents without passwords

I now create a new chat “Tax 2023-2024” for each client and their partner inviting them to drag and drop their documents from last year’s list. Couldn’t be simpler. All documents appear in their file manager and can be downloaded. Once submitted, i can start the return or even jump on a call to discuss!  

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Qwil Messenger is a game changer for all professionals servicing Clients. 

With Qwil, not only will you be offering the best customer experience, and close deals faster but also saving money by replacing many apps you are using!

Imagine being able to invite a new prospect to your branded mobile app within 30 seconds, share documents, invite a colleague and jump on a call, share your screen all in the same application (e-signature coming end of April 2023). You can also expect your users not only to open your message, read it but also respond in record time.

Qwil Messenger
Qwil Messenger