7 Reasons You Need a Client Portal for Accountants

Are you an accountant worried about the amount of time you spend hunting for client documents, resending them, or worrying whether or not they've even been received? Don't worry. You're not alone.

That time you waste on playing endless games of "hunt the file" could be spent pursuing new business or cultivating existing relationships. And, at the end of the day, this kind of workplace inefficiency always boils down to one thing—money.

Common Issues Affecting Accountant-Client Relationships

• Chaotic Communications: Communicating across several channels and platforms means important messages, requests, and files can quickly become buried.
• Workflow Bottlenecks: Being interrupted by clients requesting files you've already sent is a drain on your time and resources.
• Lack of Visibility: What happens if your client doesn't read the information you send? The entire process begins to fall apart.
• Expensive Software Solutions: The cost of multiple platforms and SaaS solutions is eating into your bottom line.
• Data Security Concerns: Data security becomes increasingly difficult when you're sending documents across multiple channels.

7 Benefits of a Client Portal for Accountants

1. More Effective Client Communication

With killer accounting client portal software, you can ensure all your vital client communications are stored in the same place. Accessible from anywhere—at any time—vital messages, data, and documents are structured in a way that makes accessing them fast and straightforward.

2. Streamlined Workflows

Minimize the number of requests for information and documents you receive by making everything accessible at all times—and spend more of your time delivering for your clients.

3. Operational Certainty

Sending vital data and documents is only half the battle. You need to know your clients have received it—and that they can access it whenever they wish.

4. Cost-Effective Client Management

Get rid of all those cloud-based storage and messaging platforms and replace them with a single, affordably priced accounting client portal.

5. Enhanced Security

Every time you send, receive, or store sensitive information, there's a security risk. Create a single communication channel, and data security suddenly becomes easier, cheaper, and more effective.

6. Professional Image

Having a sophisticated communication system in place demonstrates to clients that you run a professional accounting operation. It builds trust and strengthens relationships.

7. Promote Remote Working

The switch to a single client portal creates a more efficient, effective, and cohesive operation—benefiting your clients and employees while doing incredible things to your bottom line.

Get Started with TeuPortal

TeuPortal is a client portal for accountants that gives you a digital filing cabinet and a virtual office assistant without the drain on your expenses. Sign up today and join the revolution in accounting client portal software.