Author: Craig Hyslop
Before You Request Personal Accounting Info Via Email, Read This
If you’re an accountant who still uses email as your primary method of contact and collecting information from clients, we get it. Email is familiar to both you and the businesses you serve. It’s also convenient, and everyone knows how to use it. But we’re here to tell you that your clients would like to […]
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Is Tracking Accounting Client Communication Worth The Effort?
If you’ve ever said… “I know we talked about that at one point—was it in an email somewhere?” “Give me some time to locate that document. I’ll get back to you soon!” “Why did we decide to do this? Does anyone remember?” … or anything even remotely like these utterances, you’re struggling with communication tracking—whether you realize […]
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How To Implement A Client Portal For Accountants
Every service-based business could stand to use a client portal. After all, having a platform that handles file sharing and requesting, project management, and threaded discussions makes working together a whole lot simpler and more efficient. For accounting firms, however, client portals are essential. Why? Because: Being able to request files, automatically follow up, and assign tasks to […]
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The 17 Best File-Sharing Tools For Accountants
Accounting firms are increasingly relying on efficient file-sharing solutions to streamline internal collaboration and securely gather client documentation. With the right file-sharing platform, you can enhance your accounting team’s productivity and deliver exceptional client service. Below is a solid collection of file-sharing tools for accountants that help accomplish these goals. We’ve done the bulk of the research […]
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The 20 Best Client Portals For Accountants
Client portal solutions have become essential tools for accountants to streamline their workflows, improve client communication, and enhance data security. If you’re not familiar with this terminology, a client portal is a virtual platform that enables your organisation to safely share documents, exchange information, and provide real-time updates to clients. In this article, we provide detailed reviews of 20 leading […]
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