Why Do CPAs And Accountants Need A Client Portal?

A client portal is an electronic gateway to a gathering of digital files, services, and information, reachable over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients. It is a super simple way to organize all of the data to be delivered to your clients.

As The work of Certified Public Accountants and Accountants is very professional so as a  CPA or an Accountant you must know what a hassle it is to share all your files and documents with clients, no matter how managed you are, it becomes very difficult to securely store and then find every file and piece of data from time to time from different places. The client portal helps them to keep everything they need just a click away in the safest way.

There are a few  main features of a successful client portal:

  • It Is Easy To Use: The majority of CPAs and accountants prioritize ease of use of portals as their top concern. Because if a client portal is complicated, clients would prefer to exchange data by email, which is not a safer way. Ease of use could be described as how easy it is for a CPA and client to send, receive, and manage data.

  • It Can Be Branded: A perfectly built client portal can be branded individually for each client so you can impress your client by giving them their own branded portal and a good portal takes only a few minutes to set it up.

  • Automatic Saving And Automatic Updates: A successful client portal will automatically save all data and thus prevents loss of data using cloud service and it is also updated automatically for any new features available.

  • It Is Sustainable: A well-built client portal must be sustainable. It should be economical and beneficial to society and the environment both.

  • Two-way Accessibility And Monitoring Of Completion Of Tasks: A customer portal gives customers complete visibility of their interactivity with the CPAs and Accountants. They can track work progress. The Portal can also track the interactions of customers within the portal to highlight persistent issues. It helps to strengthen the customer relationship and provides a transparent, secure, and open forum for collaboration.

  • It Is Secure: Security is a major concern of every client portal, a wrong client portal can cost CPAs and Accountants in client retention as well as security. Even though client portals are secure than email, many clients have to worry about the security of their data in the cloud. These types of clients would rather choose the option to have a private cloud for their confidential data and take the on-premises hosting of software. While all portals declare themselves to be secure, some only encrypt data during transfers (to protect against network snooping), while others also encrypt it when stored on their servers (to protect against data theft). Each uses different security precautions to protect against hackers. Some also backup data at remote locations to protect your data from natural disasters that can make one location unavailable. So for CPAs and Accountants, a well-built and secure client portal can be a greater help in giving a boost to their professional career and retain their clients by building an atmosphere of trust with them.

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