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Timworks

5 out of 5 stars
The client support app for accountants and their clients. Providing good support isn't just nice to do. It's smart business.

Overview

Timworks gives you a single platform to manage conversations and create more valuable touch points with your clients.

Your clients, on the other hand, receive messages much like they would on WhatsApp so they can collaborate seamlessly with you and your co-workers.

Features of Timworks include:

  • GDPR compliance
  • Audit trail compliance
  • Ability to create chat channels to organise conversations around topics
  • Integration with leading accounting and bookkeeping software (Dext, Hubdoc,...)
  • Ability to add multiple people to live conversations to reduce bottlenecks and miscommunications
  • Stored company numbers so clients can easily access them
  • Permission settings to protect sensitive financial data
  • White labelled experience

Rather than working together only once or a few times a year, Timworks opens up a channel whereby clients can connect with you casually and on an as-needed basis.

This type of communication provides several benefits and opportunities including:

  • Being able to build meaningful relationships with your clients.
  • Getting to know your clients better so you can help them reach their goals and offer them more meaningful services.
  • More frequent contact with your clients.
  • Time saving through reduction of administrative clutter. Eliminate long-winded emails, lost attachments and the need to chase clients.
Explore all features of Timworks

Timworks + Xero

Enabling a Xero integration allows you to bring Xero bills in Timworks conversations seamlessly.

Once you bring bills in a conversation, all the conversation participants will be able to see the bills (even if they do not have a Xero account).

Only users with permission settings you give them can search for Xero bills on Timworks, regardless of whether they have a Xero account or not.

When you disconnect the integration, the bills are no longer accessible on Timworks but the bills who have been shared in conversations are still accessible.

Reviews & ratings

5.0 out of 5 stars
6 Reviews
5 star(100%)
4 star(0%)
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2 star(0%)
1 star(0%)
DS
Dave Sellick
Posted
5 out of 5 stars

✨ The Future of Client Communication for Accountants?

💡Instant messaging is now central to the way that I interface with clients on a day to day basis and build those relationships. ❗However, Whatsapp isn't a long term fit (for many reasons, including security/ team experience/ audit trail) and Slack has been a nightmare to manage across multiple clients. 👍Timworks offers the best of both of these platforms, with additional features that specifically optimise it for use across an Accounting Practice client base & team. 🚀The roadmap is extensive and the team are dropping improvements regularly, with a really receptive mentality to user feedback. 🔥I'm a big fan of the team and expect this app to be on every Accountants' radar soon
MC
Michelle Cook
Posted
5 out of 5 stars

Excellent Flexibility.

Am really impressed with how TIM can interact between accounting software and chats. So handy not to have to leave what we're working on in Xero to trawl through loads of emails and go back and forth between the two. An excellent piece of kit!

Response from Timworks

Thank you, Michelle! ⚡️🙏
MB
Magda Braglewicz
Posted
5 out of 5 stars

Great communication tool for accountants

TIM is a great communication tool for any accountant. It saves time and frustration with getting too many emails. It's very easy to use and it's so helpful that you can directly connect to Xero.

Response from Timworks

Thank you, Magda! Glad that we can be helpful. 🙏💥

Additional info

Shared data

Xero
Timworks
Tax Ratesshared from Timworks to Xero
Invoicesshared from Timworks to Xero
Contactsshared from Timworks to Xero
Accountsshared from Timworks to Xero

App details

Added in 2021

Countries

United Kingdom

Languages

English

Support

Setup walkthroughContact supporthello@timworks.com

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.