Picture this: You've invested in a cutting-edge client portal, hoping to streamline your processes and provide top-notch service to your clients.

As a CPA, getting clients to talk to you is a hard-enough ask on its own. Their inbox is full of stuff they’d rather just delete. And though they respect you and your work, that sentiment also applies to your emails!

For accountants, prompt client response times are essential for success and profitability. Clients expect timely communication, and the ability to deliver quick responses on your end can significantly impact client satisfaction and contribute to business growth.

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.

If you’ve ever said…

Unless you’re still pushing paper at your firm, you know that AI and accounting have become quite the professional pair. The technology has been integrated into just about every software solution on the market.

The accounting industry is on the brink of change thanks to technological advancements that will reshape the way we work. As the demand for accurate, timely financial information continues to grow, accounting professionals need to keep up with the latest trends.

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.

The work of a CPA involves a lot more than preparing tax returns and providing financial advice—engaging with clients can be its own full-time job!

For accountants, one of the most critical aspects of running a successful firm is managing client financial files. The ability to efficiently organize and navigate through these files directly impacts the quality and accuracy of your services.