06 07 2021 / Client Management

Choosing the Best Client Portal for Your CPA Firm

Choosing the Best Client Portal for Your CPA Firm

For businesses across the internet, client portals have grown from being simple file-sharing platforms. Today, one client portal serves many purposes thanks to added features that allow for document safety, more efficiency in service delivery, and better communication between companies and their clients. For CPA firms, a secure client portal like TaxDome‘s is a great example of a massive improvement on older applications. It is a specifically designed client portal for accountants, made to meet the demanding needs of clients during tax season! Many other portals are also shifting towards secure, more comprehensive user-friendly experiences. 

What is a secure client portal for accountants?

Simply put, it is the online space of a company where clients can navigate through important documentation and communication related to their interaction with the business. Documents could include invoices, receipts, transaction records, and much more. If you’re considering integrating a portal into your practice, here are some important elements that you should look for to ensure a seamless business relationship with your clients.

1. Secure integration with other applications for access from any device.

Convenience is important, so it’s best if clients can access a client portal from all devices, be it a smartphone, desktop, or laptop. 

The CPA client portal should provide secure integration with phone systems, mailing systems, and your website. That way, your customers will be able to communicate, upload and download important documents from any device, so long as the portal exists. Making your client document portal this accessible means better management of client relationships!

With the TaxDome to-do list your clients will never forget what you need from them. Read receipts help you see if your message was read, and automatic reminders do the follow-up work for you.

2. Integration with your overall technology stack.

The effectiveness of your client portal software truly comes down to how well it merges with your existing applications and management systems. You need your clients to be able to easily access important documents and information. For this, your secure client portal should seamlessly integrate with the software that you already have in place for your company’s workflow. Lack of this compact integration results in constant errors from both the portal and management system.

3. The nature of your company’s services, or your work.

The overarching function of client portals is the same. However, there is no denying that the nature of the work carried out by staff, or the services that your company offers, plays a big role in your choice. For instance, TaxDome’s client portal software for accountants comes with features specific to the trade. They include e-signatures, tax organizers, and document upload and download among others. In contrast, leading client portal Monday is specifically designed to cater to marketing firms. It achieves this with features such as lead tracking and inventory management, which are exclusive to this line of work. Choose a portal that best suits your organization’s needs!

Your clients can easily scan and share high-resolution collated PDFs directly from their mobile phone using the TaxDome app.

4. Invoice payments directly through the portal.

Making the payment experience easy for your existing clients goes a long way. After all, everyone wants to be paid faster and to have their payments processed quicker. A CPA client portal that integrates a direct payment option as a feature after document review makes everything smooth for clients. Just a couple of clicks to complete a payment is a software characteristic that many people have requested.

A client portal is the best way to improve the client experience for your tax practice, but it need not be a daunting task to implement. Consider providers that include these and more convenient features in one place such as TaxDome, and move one step closer to streamlining your workflow and customer management!

See how TaxDome’s fully mobile- and user-friendly client portal works!

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Lisa Chaud

Lisa Chaud

Lisa is a Marketer at TaxDome. With her experience in B2B and E-commerce, Lisa is passionate about doing marketing research and delivering insights to the community. In her free time, she prefers doing different kinds of sports.

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