For accountants and bookkeepers supporting UK trade clients.
Cleaner client handoffs from trade records captured through WhatsApp
VanVox helps a trade business owner capture structured income and expense records through WhatsApp, review them in the authenticated dashboard, and prepare a client-controlled handoff for professional review.
The handoff problem
Turn scattered client records into a reviewable starting point
Trade records can arrive late, across different channels and without the context needed for an efficient review. VanVox keeps pre-accounting record capture close to the client’s day-to-day work.
Client-controlled handoff
How the current VanVox workflow works
- 1
The trade client captures and confirms records
The business owner uses WhatsApp and the authenticated dashboard to create and confirm quote, invoice, expense and receipt records.
- 2
The client reviews the period or export request
The client chooses the relevant period and reviews what they are asking VanVox to prepare. WhatsApp accountant exports require explicit confirmation before generation.
- 3
The client generates and shares the handoff package
The client controls when a unified ledger or quarterly accountant handoff package is generated and how it is shared.
- 4
The accountant applies professional review
Review flags help identify records needing attention, but professional judgement and review remain essential.
Current capabilities
Records and export formats available today
- Confirmed quote and invoice income records
- Confirmed expense and receipt records
- Unified accountant-facing ledger export
- CSV and XLSX handoff packages where supported by the current export route
- Quarterly and accountant handoff packages for a selected period
- Advisory quality and review flags on records that may need attention
Accountant review
Quality flags help focus attention
A consistent record reference helps connect questions to the source record.
Structured income and expense records reduce reliance on unstructured message trails.
Review flags surface missing dates, categories, amounts or references without pretending to replace accountant checks.
Client ownership, consent and privacy
The client controls the handoff
- The trade client remains in control of generating and sharing a handoff.
- Accountants do not receive direct login or read-only access to a client account through this page.
- Generated export artefacts are subject to configured retention; dashboard downloads stream directly.
Practical, not tax advice
Suitable conversations to have with clients
- Agree which period and records the client should prepare before the handoff.
- Ask the client to review missing categories, dates or amounts highlighted by review flags.
- Confirm which CSV/XLSX package fits your own review workflow and what supporting evidence you still need.
General product information only — not tax advice.
FAQ
Common questions
Can accountants log in to a client’s VanVox account?
No. The current workflow is a client-controlled handoff: the trade client generates and shares the package.
What can a handoff contain?
Current exports can include a unified ledger of confirmed income and expense records and a quarterly package for a selected period, in CSV or XLSX where supported.
Does VanVox submit records to HMRC?
No. VanVox does not file tax returns or MTD updates with HMRC. This page is general product information, not tax advice.
Do review flags replace an accountant’s checks?
No. They are advisory signals that help identify records needing attention. Professional review remains essential.
Partner interest
Talk to VanVox about supporting trade clients
WhatsApp is an enquiry route, not a dedicated accountant onboarding flow. You can also email support@vanvox.co.uk.
WhatsApp help
If the button does not open WhatsApp, use WhatsApp Web and paste the starter message.