Within an increasingly competitive market, accountants must begin looking for ways that they can add value to their business through methods other than just competitive pricing alone.The place to start could be with collaboration. With opportunities for client collaboration and proactive service delivery, accountants can find that an improved level of collaboration can be reached with the adoption of cloud-based systems such as client portals.
“The right collaboration technology can have a dramatic impact on the business. Companies of all sizes and industries are seeing improved productivity and teamwork, simplified decision making, and more efficient use of resources through its unique ability to empower and engage your most valuable competitive asset - your people." Cisco. Collaborating in the Cloud: Why It Is Important, and What to Look for When Evaluating a Cloud-Based Collaboration Solution.
So, client portals are a product of cloud software. The idea behind using a client portal is to enhance your client relationships; through providing each client with real-time information, enhanced customer support and increased security within the portal.
To find out more information about client portals for accountants, speak with our team today. We're looking forward to learning about your goals & if Clinked could be the right portal for your business!
Below, examples are provided of how client portals are transforming collaboration for accountants.
The immediacy of client portals allows its users to send updates with confidence, review updates quickly and easily scale up to accommodate the needs of the accounting firm.
A more deepened client experience.
Clinked allows accountants to combine the capability for reporting and file sharing, to easily work on multiple documents (draft final accounts, receipts and payroll etc.) with increased transparency between client and accountant; with the added collaborative features, designed to increase the speed of business processes, and to provide a secure environment for discussions with clients – thus, providing a more deepened client experience.
The features available to you, as an accountant, can benefit both yourself and your clients greatly; but it’s important to remember that each software vendor offers a variation of the general features that you will find (for example bank-grade level security, document storage, project management etc.). In general, you’ll find that a client portal delivers real-time information reporting, multi-user access, and extensive document editing functionalities including file permissions, file versioning and file locking.
Nevertheless, with some extensive research (and potential trial and error), there will be the appropriate solution to fit your individual criteria, due to the large number of cloud software options that are available.
This blog post is taken from a chapter of Clinked’s new e-book ‘Client Portals For The Modern Accountant’. If you’re an accountant looking to balance your workload whilst maintaining strong client relationships, then find out how a client portal could benefit you.