Client-facing job statuses: where peak productivity meets client experience

Keeping clients informed about job progress used to mean fielding a constant stream of inquiries. But we found a way to give your clients the transparency and feeling of control they crave without sacrificing your team’s time and focus.

Introducing our new client-facing job statuses — a solution that automatically displays and updates job progress directly in the client portal. Think of it like the Domino’s Pizza Tracker but for tax, bookkeeping and accounting work.

Keep reading to discover how it can transform your productivity, client satisfaction, and overall firm success. 

How does it work?

Just like following the journey of an online purchase, your clients will now be able to monitor job progress in their web portals & mobile apps (available on iOS and Android). For each job, you can choose whether or not you wish the client to see the status. When enabled, a visual dashboard with statuses appears directly in the client portal, providing real-time status updates at their fingertips.

Each active job will have its own status card displaying the current stage, title, and any additional details you want to share. Think of it as a behind-the-scenes peek into your firm’s processes while ensuring your firm has full control over all content.

Here is what Russell Barnett, CEO of Silicon Valley Tax Coach, said about this feature: 

I’m quite impressed with the client facing status feature. It’s very simple and straightforward to use, especially since firms can use automations to change this status.

The value of effortless tracking

While automated email or secure chat updates are helpful for notifications, sifting through inboxes to get the full picture of where things stand can become an overwhelming task for your busy clients. 

That’s where our new client-facing job statuses come in. A status visualization right within the client portal makes it effortless for them to check progress at a glance whenever they need it.

For firm owners and staff, it means freeing up time previously spent answering client inquiries through incoming chats or phone calls. In beta testing, incoming queries to firms during busy season decreased by 35%. 

And for clients, it delivers the peace of mind they crave. By providing transparency and convenience, you can enhance the client experience while simultaneously improving your firm’s processes — a balanced solution for successful partnerships and a blueprint for scaling your firm.

Customization and control

At TaxDome, we understand that every tax, bookkeeping and accounting firm has its own unique processes and client communication needs. That’s why the client-facing job status dashboard is totally customizable, allowing you to:

• Create custom statuses that perfectly match your workflow
• Add detailed descriptions, including, but not limited to, timelines and estimated completion dates 

4 preset client-facing statuses have been added to your firm portal. You can use these as is, modify them, or add as many statuses as you wish.

Importantly, client-facing statuses are separate from firm statuses, and you fully control the content of each separately.

Automatically update client-facing job status as jobs progress through your workflow

You can set client-facing job statuses to automatically update when jobs enter new stages through workflow automation. As jobs progress through your workflow (pipeline), client-facing statuses can:

• Update status content as described above
• Appear or be hidden in the portal

For example, as a job moves from ‘In progress’ to ‘Missing information’ — what the client sees can automatically change, reflecting the updated status. After you get the information you need and the job progresses, the client-facing job status can update again — all through automation.

Give your team and your clients peace of mind

With this new feature, you’re investing in peace of mind for both your team and your clients. Set it up once, and reap the rewards: your clients can self-serve with a quick dashboard check anytime, while your team is freed from excessive admin work. 

It’s a win-win combination as satisfying as a fresh, hot pizza. The only difference? This solution keeps paying dividends long after the last slice is gone.

Ready to see this and all our other productivity-boosting features in action? 

Request a free demo today and experience the TaxDome difference for yourself!