Client portals can seem daunting, so we’ve put together a list of our 3 favorite things today’s client portals can do for your business. Learn more!
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Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your Hotmail account. Those stone-age portals required a level of technical understanding that few were comfortable with.
Today’s client portals have come a long way. No longer just for file sharing, modern client portals offer a whole range of features and upgrades that make you more efficient.
Client portals can seem complicated and daunting, so we’ve put together a list of our 3 favorite things today’s client portals can do for your business.
File sharing is still the most important function of a client portal. Sending sensitive files through unencrypted email is dangerous and even illegal in some areas. Outside of standard email you have limited options, all of which have obvious drawbacks. Not everyone has access to a fax machine, and quality is often poor. Standard mail is far too slow. Encrypted email is expensive and only useful for a single task.
Modern client portals make file sharing as simple as posting a picture to Facebook, and keep your data more secure than it is on your hard drive.
Because client portals are so simple to use, they are an ideal place to communicate with your clients. Portals provide a single platform for you to:
Keeping your communications in the same place as your sensitive documents lets you streamline your workflow, making the whole process more efficient.
More robust client portals like Canopy’s offer collaborative features beyond even communication. Engineering a space where clients and tax professionals work together allows for features like intelligent client surveys and simplified online invoicing.
The third advantage client portals can give your practice is modernization. Modernizing in the tax industry doesn't need to mean riding the cutting edge. However, you do need to stay competitive in a fast-changing world. Clients and young talent alike expect businesses to take advantage of well-established technology to provide a quality experience. Today that means more than just having a website and a Facebook page.
This topic deserves an entire post of its own. For our purposes here, modernizing is about more than just establishing trust with your clients and attracting young talent. Thoughtful modernization ultimately makes your business more efficient and profitable.
Integrating a client portal into your tax practice can be daunting, but with Canopy, you can start with a free account for up to 20 contacts to preview the platform. Try it out and see the benefit for yourself.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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