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...

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....

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...

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...

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

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?

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.

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...

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).