"As more people of all ages rely on mobile apps and devices to manage their daily tasks, online portals are becoming an effective method of sharing and exchanging files and information. They support two-way communications in a simple, secure format between a firm and its clients.
Within the accounting industry, clients have come to expect on-demand access to their financial documents, and an online portal environments, ensure these needs are met in a simple and secure format. The benefits of portal environments also extend to the business – they incorporate software solutions that simplify workflows, foster a flexible work environment, and cut down wait times making customer service and support efficient and effective while firms gain productivity. By eliminating these distractions, CPAs can focus their time and efforts on helping clients plan and reach their financial goals – exactly what customers expect when someone else is handling their money. So how will CPAs and their clients benefit from moving to a portal environment?" Read Entire Article: www.cpapracticeadvisor.com/news/12264606/how-accounting-firms-benefit-from-moving-to-client-portals Comments are closed.
|
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
September 2017
Categories |