How Client Portals Improve CPA Services
October 8, 2023
Client portals have become an essential tool for CPAs looking to enhance their services. Here’s how they can benefit your accounting practice:
1. Streamlined Communication
Client portals provide a centralized platform for all client communications, reducing the chances of miscommunication and lost information.
2. Secure Document Sharing
Safely exchange sensitive financial documents without worrying about security risks associated with email attachments.
3. Improved Client Satisfaction
Clients appreciate the convenience and transparency that client portals offer, leading to higher satisfaction and retention rates.
Integrating client portals into your services can set your CPA firm apart from the competition.