Choosing Client Portal Software For Accountants

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.

There are a number of reasons why accountants can benefit from adopting client portal software. From being able to offer clients the ability to upload multiple, large documents; to allowing accountants to communicate with clients without needing to arrange traditional, time-consuming meetings: here are 6 of the main reasons as to why Clinked’s client portal software is a suitable consideration for accountants.

1. White-label solution increases brand awareness

White label client portal software will allow you to meet brand guidelines and will help your clients associate your portal with your company. Clinked has a number of branding options available: brand your login page and URL, change the colour scheme to match your house style, add your company logo, white label the available SmartSync Desktop and Mobile App.

2. Document management lets you manage multiple files easily

Your payroll, profit and loss accounts, tax information and other financial information can be managed from one central source: your client portal software. Your business can be more efficient and organised as a result, benefiting everyone. With Clinked, you can upload multiple files, control document permissions and file locking; as well as share external files with optional password protection and expiry dates and times.

3. Simple task planning lets you keep your work organised

Set up tasks and meetings for staff and clients and improve your internal process. By arranging and prioritising tasks, you will be able to keep track of deadlines and confidently be able to inform your clients of progress updates. It’s easier than ever to help your clients feel more involved in processes; boosting their satisfaction as well as your productivity.

4. Client collaboration improves retention and loyalty

Consistent communication is vital for accountants. Being able to easily keep clients up to date with the latest progress updates will help in building strong relationships. Using client portal software for collaboration can also allow you to gain a competitive edge over your competitors, whom can easily get lost in multiple email chain conversations.

5. Subscription-based pricing is cost effective for all businesses

Implementing client portal software can be cost effective for your business after choosing the right tool. With scalable subscriptions, monthly payments and with no long-term contracts; you can save time and money on IT and training costs, whilst having the support from your software provider.

6. High levels of data security ensures that your information is always safe

Most client portal software comes with standard back grade level security for its users. And with sensitive financial data continually being stored and shared internally and between departments, team members and clients daily; this is a necessity for accountants. Clinked ensures that you get maximum protection and the highest level of file security for content access and storage.

Ready to find out how to implement a client portal into your accounting firm? Here are 5 useful tips to consider!

So, if you’re an accountant or accountancy firm and you’re interested in finding out more about Clinked, then visit our website, find out more about our client portal, or request a demo!

Maia Creed

Marketing executive at Clinked