.png)
How to start saving money
Lorem ipsum dolor sit amet, consectetur adipiscing elit lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis.
- Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potent
- Mauris commodo quis imperdiet massa tincidunt nunc pulvinar
- Excepteur sint occaecat cupidatat non proident sunt in culpa qui officia
Why it is important to start saving
Vitae congue eu consequat ac felis placerat vestibulum lectus mauris ultrices cursus sit amet dictum sit amet justo donec enim diam porttitor lacus luctus accumsan tortor posuere praesent tristique magna sit amet purus gravida quis blandit turpis.
How much money should I save?
At risus viverra adipiscing at in tellus integer feugiat nisl pretium fusce id velit ut tortor sagittis orci a scelerisque purus semper eget at lectus urna duis convallis. porta nibh venenatis cras sed felis eget neque laoreet suspendisse interdum consectetur libero id faucibus nisl donec pretium vulputate sapien nec sagittis aliquam nunc lobortis mattis aliquam faucibus purus in.
- Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti
- Mauris commodo quis imperdiet massa tincidunt nunc pulvinar
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti
What percentege of my income should go to savings?
Nisi quis eleifend quam adipiscing vitae aliquet bibendum enim facilisis gravida neque. Velit euismod in pellentesque massa placerat volutpat lacus laoreet non curabitur gravida odio aenean sed adipiscing diam donec adipiscing tristique risus. amet est placerat in egestas erat imperdiet sed euismod nisi.
“Nisi quis eleifend quam adipiscing vitae aliquet bibendum enim facilisis gravida neque velit euismod in pellentesque”
Do you have any comments? Share them with us on social media
Eget lorem dolor sed viverra ipsum nunc aliquet bibendum felis donec et odio pellentesque diam volutpat commodo sed egestas aliquam sem fringilla ut morbi tincidunt augue interdum velit euismod eu tincidunt tortor aliquam nulla facilisi aenean sed adipiscing diam donec adipiscing ut lectus arcu bibendum at varius vel pharetra nibh venenatis cras sed felis eget.
As client interactions continue to move online, the role of a client portal in accounting firms has become more critical than ever. The benefits are not only about providing a great client experience, it’s also about enabling client self service. Client self service is the key to reducing non-billable administrative work for accounting firms of all sizes. To ensure your firm captures these benefits, it's essential to focus on these key items: simple login, mobile access, and all-in-one functionality.
Simplify the Login Process
Clients expect easy-to-use technology. If your client can’t login then the portal battle is lost before it even starts. To ensure your clients can login easily from any device look for all of the following:
- Login with Google
- Login with Microsoft
- Face and Touch ID for mobile
Getting these right not only keeps your clients happy but also ensures you and your staff aren’t distracted by client calls to reset passwords.
Offer both Mobile Apps and Mobile Web
Clients live on their phones and tables. In fact, more than half of all internet traffic takes place on mobile devices. It’s essential that you be where your clients are. To do this successfully, you’ll need to offer both a mobile app and a mobile web experience. Here’s why: Mobile apps are ideal for power users who prefer all of the extra bells and whistles that only apps can provide. Mobile web is optimal for users looking to take care of business as quickly as possible and don’t have the time or patience to download an app. This level of client understanding and focus is exactly how the best mobile experiences, such as Google Maps, became universally loved.
All-in-One Functionality
Now that your client can easily log in to your portal from anywhere, you want to make sure that they get what they need. Having all of the features in one place ensures they have a great experience that will keep them coming back for more. Here’s the checklist for what to look for:
- To-do list (what they owe the firm)
- Secure messaging
- Mobile scanner
- Large-file transfer
- Electronic signatures
- File storage
- Payments
Once your clients are successful in a single app, they’ll form a durable habit. That habit will save your team a tremendous amount of non-billable time as the portal replaces common tasks such as reminding clients, resending files, and scanning documents.
As you consider your accounting portal strategy, it is important to keep your client expectations in mind. Your paper-based clients are likely to stick to paper so you can set them to one side when considering a portal. Your online clients are likely to expect an experience that rivals what their bank provides. Online banking is secure, convenient, and replaces the majority of in branch services. Offering a similar experience will thrill them while saving you and your team the admin work.
