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6 Features That Make The Perfect Client Portal Solution
Maia Creed
By Maia Creed
on June 16, 2017

A client portal is a secure way for your clients to communicate with you online. More specifically, it is used for safely sharing documents, services and information between you and your customer(s) across the Internet. A properly implemented client portal not only improves the communication...

Are businesses expecting too much from e-mail?
Charlie Scott
By Charlie Scott
on July 26, 2017

Since the first email was sent back in 1971, the platform has facilitated the vast majority of communication in businesses. The intuitive nature of emailing allows anyone and everyone to take advantage of quick and easy communication that can be created, sent, received and understood in seconds....

4 Signs That Customer Portal Software Is The Right Solution
Maia Creed
By Maia Creed
on April 19, 2017

As a business owner, you constantly need to find new and innovative solutions to the problems that you’re facing. One of the solutions we have discussed extensively in this blog is a client portal. But how do you know that it is the right solution for you? Here are some of the key signs to look...

5 Features Of Client Portal Software That Can Improve Virtual Teamwork
Maia Creed
By Maia Creed
on April 19, 2017

Working within a team can help individual employees to complete tasks faster and more efficiently. Traditionally, teamwork has taken place in face-to-face scenarios. For instance, when completing a project or holding a meeting within an office environment. Nowadays, it’s just as common to find...

How The Cloud And Client Portals Are Transforming Collaboration For Accountants
Maia Creed
By Maia Creed
on April 19, 2017

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 clie

How Does Santa Use His Client Portal? [Infographic]
Maia Creed
By Maia Creed
on April 19, 2017

This year Santa wanted to step up on his organisation and productivity, so he bought himself a client portal. But how does he use it to organise Christmas and his elves?

Standalone vs. Cloud Software For Accountants
Maia Creed
By Maia Creed
on July 12, 2017

In the last few years, the increased offering of cloud software for accountants is appealing to many; meaning that standalone accounting systems are becoming less popular, with modern accounting firms in favour of a more innovative approach.

8 Questions To Ask Before Purchasing Customer Portal Software
Maia Creed
By Maia Creed
on July 12, 2017

Purchasing and implementing customer portal software (also known as: client portal software) for your company is a big decision. With dozens of software vendors available, it can be intimidating as you try to find the solution that will fit your company's needs and that can be easily be...

The Power Of The Client Portal
Maia Creed
By Maia Creed
on April 19, 2017

With evidence that moving to the cloud can save your company money, improve business process efficiency and increase flexibility; it’s no wonder that by 2019, more than four-fifths (86%) of workloads will be processed by cloud data centres (Cisco).

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