Consumer portals have come a good distance since they have been first launched. Revolutionary as they have been, the primary portals have been easy instruments—clunky and barely safer than your Hotmail account. These stone-age portals required a degree of technical understanding that few have been snug with.
Immediately’s consumer portals are now not only for file sharing, trendy consumer portals supply an entire vary of options and upgrades that make you extra environment friendly. First, let’s make certain we’re all on the identical web page and know what a consumer portal is.
What’s a consumer portal?
Why your online business wants a consumer portal
Consumer portals can appear sophisticated and daunting, so we’ve put collectively an inventory of three issues immediately’s consumer portals can do for your online business.
1. Easy, safe file sharing
File sharing remains to be a very powerful perform of a consumer portal. Sending delicate information by way of unencrypted e mail is harmful and even unlawful in some areas. Outdoors of ordinary e mail you’ve gotten restricted choices, all of which have apparent drawbacks. Not everybody has entry to a fax machine, and high quality is usually poor. Normal mail is much too sluggish. Encrypted e mail is pricey and solely helpful for a single process.
Trendy consumer portals make file sharing so simple as posting an image to Fb, and hold your knowledge safer than it’s in your laborious drive.
2. Seamless consumer collaboration
As a result of consumer portals are so easy to make use of, they’re a super place to speak together with your purchasers. Portals present a single platform so that you can:
- Add and examine paperwork
- Make notes and requests
- Ask for and supply clarification
- And extra!
Holding your communications in the identical place as your delicate paperwork helps you to streamline your workflow, making the entire course of extra environment friendly.
Extra sturdy consumer portals like Cover’s supply collaborative options past even communication. Engineering an area the place purchasers and tax professionals work collectively permits for options like clever consumer surveys and simplified on-line invoicing.
3. Modernize your observe
The third benefit consumer portals can provide your observe is modernization. Modernizing within the tax trade would not must imply driving the leading edge. Nonetheless, you do want to remain aggressive in a fast-changing world. Purchasers and younger expertise alike count on companies to make the most of well-established know-how to offer a top quality expertise. Immediately which means extra than simply having a web site and a Fb web page.
Cover is a one-stop-shop for all your accounting agency’s wants, with sturdy instruments like our Consumer Portal. Enroll free to see how our full suite of providers might help you immediately. 
