3x
Increased productivity in the accounting sector
WhatsApp Multiple Users for Accounting eliminates repetitive manual tasks and allows your team to focus on efficiently managing accounting demands.
Multiple Users WhatsApp for Accounting: tax, accounting, and personal in dedicated queues
Three departments, one number. No queue means urgent tax requests won't get lost behind twenty routine document sends — and the client won't understand why.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é WhatsApp Múltiplos Usuários para Contabilidade
The WhatsApp Multiple Users for Accounting from Nexloo allows multiple agents to use the same WhatsApp number simultaneously, tailored to the specific needs of accounting firms. With a solution developed for the accounting sector, your team automates communication with clients regarding documents and focuses on what really matters: managing accounting demands.
Accounting firms face unique challenges in communication and client relationships. The complete Nexloo support platform addresses these challenges with accessible technology, quick setup, and proven results from hundreds of accounting firms across Brazil.
Results
Benefícios do WhatsApp Múltiplos Usuários para Contabilidade
What changes in the office when documents, deadlines, and departments have their own queue and records.
80%
Reduced response time
Serve accounting firms instantly at any time, leaving no message unanswered.
24/7
Total availability for accounting firms
Clients in the accounting sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from accounting firms quickly, improving the customer experience.
Features
Funcionalidades do WhatsApp Múltiplos Usuários para Contabilidade
Recursos projetados para transformar o atendimento no segmento de contabilidade.
Multiple agents on one number
The entire team serves through the same WhatsApp number without conflicts, with individual identification for each operator.
Automatic conversation distribution
New messages are distributed among available agents following capacity and specialty rules.
Unified conversation history
Any agent can access the complete client history, ensuring continuity even during transfers.
Real-time supervision dashboard
Managers monitor volume, response time, and individual performance of each agent on a dashboard.
Shared quick responses
A bank of ready responses accessible to the entire team to expedite recurring support without losing personalization.
Internal notes between agents
Add private notes in conversations to contextualize colleagues before transfers or escalations.
One number, as many agents as needed
The whole team works on the same WhatsApp number, each person with their own login and registration. No phones on the desk and no limit on connected devices.
Distribution by queue, department, or portfolio
Rotation among those available, forwarding by subject or returning to the agent who already spoke with that client. The rule is yours, and it runs without anyone filtering.
Prevention against duplicate service
When someone takes over the conversation, it leaves the queue of others. Two people responding to the same customer with different information becomes impossible.
Transfer with the history included
Transferring the conversation to another department carries everything that has been said, including internal notes. The client does not need to start explaining again with each transfer.
Internal notes invisible to the client
The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation leaking to the customer.
Real-time supervision
The manager monitors ongoing conversations, adds an internal note when they need to correct the course, and takes over the service if necessary.
Business hours by queue
Outside of business hours, each queue responds differently: out-of-office message, referral to on-call, or scheduling a return. Configured once.
Tags and attributes by conversation
Subject tags, priority, and stage, plus custom fields like Tax ID or contract number. This is what makes the filter and report exist later.
Stalled conversation alert
Conversations without response for longer than the limit you set appear marked for the manager, before the client inquires.
Comece a usar WhatsApp Múltiplos Usuários para Contabilidade
Peça um diagnóstico gratuito e descubra como o WhatsApp Múltiplos Usuários pode transformar seu atendimento.
Segments
Para quem é o WhatsApp Múltiplos Usuários para Contabilidade
The accounting office formats that earn the most with a shared number.
escritórios de contabilidade de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in communication with clients regarding documents leads to missed opportunities and daily rework.
escritórios de contabilidade em crescimento
Equipes de 10-50 pessoas
Increasing volume of demands exceeds the team's capacity to manage accounting demands with quality.
escritórios de contabilidade com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Sales teams with split accounts
Starting from 3 users
They need the known client to return to their original representative, without two salespeople competing for the same conversation.
Receptions and scheduling centers
Starting from 3 users
They receive scheduling, rescheduling, and confirmations on the same number and need urgency to not fall behind routine.
Support with service levels
Starting from 3 users
They escalate tickets between levels and cannot lose the context of what has already been attempted in the handoff.
Operations with service audit
Starting from 3 users
They need to know who said what and when, with a record that survives the departure of the person who assisted.
Deals with on-call and schedule
Starting from 3 users
They rotate the team in shifts and need the conversation to follow the responsible person, not the device.
Companies with distinct departments
Starting from 3 users
Handles fiscal, commercial, and financial inquiries through the same number and requires separate queues by topic.
Networks with multiple locations
Starting from 3 users
They want to standardize brand service without giving up central control over deadlines and quality.
Seasonal high volume operations
Starting from 3 users
They have peaks concentrated on specific dates that a single device cannot handle.
Remote or distributed teams
Starting from 3 users
They need anyone, from anywhere, to see the same queue and the same history.
What sets us apart
Por que escolher Nexloo para Contabilidade
What's included in the plan for accounting firms that serve via WhatsApp.
Single number for the entire team
Clients communicate with just one number, avoiding confusion with personal contacts of salespeople or agents.
No need for extra devices
Works 100% in the cloud via browser, without needing multiple phones or additional SIM cards.
Transparent transfer between agents
Pass conversations between agents without the client noticing the switch, maintaining complete context.
Integrated with the complete Nexloo platform
Combine WhatsApp multi-agents with CRM, AI chatbot, and bulk messaging in the same tool.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Document requested twice It's lost trust once.
The customer sent the note, the file ended up in a conversation that only one person in the office opened, and on closing day someone asks again. The problem isn't individual organization: it's WhatsApp on a single device.
In practice
How the office organizes fiscal, accounting, and personal
Three departments, one number. No queue, the urgent request from the auditor gets pushed behind twenty routine document submissions — and the client doesn't understand why.
The customer enters through the right department
Tax, accounting, and personnel have their own queues in the same inbox, and the client doesn’t need to know who to talk to.
The document is attached to the contact
Sent files are stored in the client's history with a date, not lost in the conversation.
The deadline becomes a task
Combined pending items return the conversation to the queue on the date, with what is missing written down.
The closing has a trail
Who requested, who delivered, and when is recorded — resolving the discussion before it starts.
FAQ
Before the next closing.
The most common questions about department queue, document attachment, and deadline control.
How does WhatsApp Multiple Users for Accounting work in practice?
The WhatsApp Multiple Users for Accounting from Nexloo was specifically developed to meet the needs of the accounting sector. The solution allows multiple agents to use the same WhatsApp number simultaneously, tailored for accounting firms. In practice, accounting firms can set up the tool in minutes, connecting their support channels and customizing flows for communication with clients regarding documents. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing accounting demands instead of repetitive operational tasks.
Does WhatsApp Multiple Users for Accounting have a free plan for accounting firms?
Yes, Nexloo offers a 7-day free trial with full access to WhatsApp Multiple Users for Accounting for accounting firms. Professionals in the accounting sector can set up the system, connect preferred channels, and test with real communication demands with clients regarding documents without financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual firms to networks with multiple units, scaling as needed. Our team supports accounting firms throughout the evaluation period, ensuring full utilization of the resources available for the sector.
How to connect WhatsApp Multiple Users for Accounting to the systems I already use?
Connecting WhatsApp Multiple Users for Accounting with tools used by accounting firms is done without the need for programming. Nexloo offers ready connectors via Zapier and webhooks for the most popular systems in the accounting sector, as well as a RESTful API for specific integrations. Accounting management, scheduling, financial, and marketing software can be integrated directly. For accounting firms with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up WhatsApp Multiple Users for Accounting?
The initial setup of WhatsApp Multiple Users for Accounting for accounting firms takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the accounting sector. Advanced features such as complex automations and integrations with specific accounting firm systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the accounting sector that significantly speed up the initial setup and reduce the learning curve.
Is WhatsApp Multiple Users for Accounting safe for client data in the accounting sector?
Absolutely. WhatsApp Multiple Users for Accounting meets specific security requirements for accounting firms, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the accounting sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by accounting firms.
What is the difference between WhatsApp Multiple Users for Accounting and alternative solutions?
For accounting firms, alternatives typically use unofficial WhatsApp Web or extensions that risk banning. WhatsApp Multiple Users for Accounting operates via authorized infrastructure with professional features developed for the accounting sector: intelligent distribution among agents specialized in client communication regarding documents, individual performance metrics, configurable queues by type of demand, and integration with tools already used by accounting firms. It is professional WhatsApp management, not just shared access.
How long until I see results using WhatsApp Multiple Users for Accounting?
Initial results with WhatsApp Multiple Users for Accounting are visible within the first 48 hours, especially in response speed and organization of service for accounting firms. Productivity metrics and reduction of manual tasks appear in the first week of active use. The impact on revenue and client retention in the accounting sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved in the first month for operations with a regular volume of interactions.
Last step
Where is your office loses document
A short conversation to map how much of your closing time is spent searching for files and asking again for what has already arrived.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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