Shopper portals have come a great distance since they had been first launched. Revolutionary as they had been, the primary portals had been easy instruments—clunky and barely safer than your Hotmail account. These stone-age portals required a degree of technical understanding that few had been comfy with.
At this time’s shopper portals are not only for file sharing, fashionable shopper portals provide a complete vary of options and upgrades that make you extra environment friendly. First, let’s ensure we’re all on the identical web page and know what a shopper portal is.
What’s a shopper portal?
Why your small business wants a shopper portal
Shopper portals can appear sophisticated and daunting, so we’ve put collectively a listing of three issues at present’s shopper portals can do for your small business.
1. Easy, safe file sharing
File sharing remains to be an important operate of a shopper portal. Sending delicate recordsdata via unencrypted e-mail is harmful and even unlawful in some areas. Exterior of ordinary e-mail you’ve 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 way too gradual. Encrypted e-mail is pricey and solely helpful for a single activity.
Trendy shopper portals make file sharing so simple as posting an image to Fb, and hold your information safer than it’s in your laborious drive.
2. Seamless shopper collaboration
As a result of shopper portals are so easy to make use of, they’re a super place to speak along with your shoppers. Portals present a single platform so that you can:
- Add and examine paperwork
- Make notes and requests
- Ask for and supply clarification
- And extra!
Maintaining your communications in the identical place as your delicate paperwork permits you to streamline your workflow, making the entire course of extra environment friendly.
Extra sturdy shopper portals like Cover’s provide collaborative options past even communication. Engineering an area the place shoppers and tax professionals work collectively permits for options like clever shopper surveys and simplified on-line invoicing.
3. Modernize your follow
The third benefit shopper portals may give your follow is modernization. Modernizing within the tax trade does not have to imply driving the leading edge. Nevertheless, you do want to remain aggressive in a fast-changing world. Shoppers and younger expertise alike count on companies to reap the benefits of well-established know-how to supply a high quality expertise. At this time meaning extra than simply having a web site and a Fb web page.
Cover is a one-stop-shop for your entire accounting agency’s wants, with sturdy instruments like our Shopper Portal. Join free to see how our full suite of providers may help you at present. 
