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?
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...
Using a customer portal can make you a more productive project manager when used efficiently. Here’s an infographic highlighting some of the reasons why this is the case.
There are numerous benefits of customer portal software for businesses: from secure file sharing with multiple clients to improving collaboration between employees. This infographic highlights 5 of the reasons why businesses can benefit from adopting SaaS applications.
Client portal software can allow accountants to have on-demand access to all of their financial data and other sensitive documents, all from a secure cloud environment; as well as be a private workspace for businesses, where communication between clients and staff can be productive and engaging.