If you find it difficult to get a response from your clients or engage in a meaningful discussion, it's time to update how you communicate with them. Learn how!
3 mi read
You know the back-and-forth of waiting on your client to send you documents for their case all too well. It’s a process of what seems like endless phone calls, emails, and time spent tracking down documents that have been filed away. Your client’s case comes to a halt every time you need additional information from them, especially if their schedule doesn’t coordinate with your office hours. This all-too-common process is frustrating and inefficient.
The good news is, there’s another way to communicate with clients that’s much less painful for both of you: a client portal. Tax practices that have moved to the cloud and use client portals are enjoying the side of tax work where the grass truly is greener. Here are three benefits that tax professionals using client portals enjoy:
Client collaboration is the most significant function of a client portal. By using a client portal, you and your client can securely send each other files, notes, requests, and questions at the click of a button. No more unanswered emails getting lost in your client’s inbox. No more faxing documents. And no more waiting for your client to visit your office and hand important papers to you directly. With their portal, your client can simply send you any necessary documents from anywhere they have internet access.
With their portal, your client can simply send you any necessary documents from anywhere they have internet access.
Within Canopy’s portal, you can send your client a collection survey, allowing them to participate even more fully in their case without getting overwhelmed by a stack of IRS forms and paperwork. When you invite your client to their portal, they will be able to fill out the survey, which gathers information relevant to their case. The information they add to the survey will then auto-populate related forms.
You won’t have to manually input any information on the form unless you choose to, using a separate source form.
A lack of transparency throughout a case can leave a client feeling uneasy or even misled. A key factor to gaining (and keeping) the trust of your client is to increase transparency, and a client portal can help. With a client portal, your client will be able to rest assured that their case is progressing even when they are not hearing from you. This is a much better option than disappearing for a while then showing back up with a massive bill for them.
With a client portal, your client will be able to rest assured that their case is progressing even when they are not hearing from you.
Don’t want your client to be able to view all of the files in their casework? In Canopy, you’ll have full control over which files your client is able to see. At any time, you can check a real-time view of what your client’s portal looks like from their end and make visibility adjustments accordingly.
As you know, one of the biggest challenges of being a tax professional is getting paid for the work you do. A client portal can help increase cash flow and minimize accounts receivable because your client will be more likely to pay you in a timely manner if they can pay you online through their portal.
If you do have to repeatedly ask a client for payment, Canopy will allow you to automate the reminders for payment as frequently as you choose. Want to remind your client to send payment twice a week until you get paid? Canopy will do that for you. Your clients will be happy with the improved transparency and convenience, and you’ll be happy to get paid on time.
Your clients will be happy with the improved transparency and convenience, and you’ll be happy to get paid on time.
This post is an excerpt from our ebook 8 Outdated Areas of Your Tax Practice (And How to Modernize Them). You can download the whole copy for free below.
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