Best Audit Software For Cpa Firms – As the year begins anew, accounting firms examine their biggest successes in 2021 and areas for improvement in 2022.
Unfortunately, due to ongoing COVID-19 restrictions, some of the challenges many businesses face today are reducing face-to-face contact with clients and remote work while maintaining security. This has led to “client portal software” becoming a hot topic of conversation in the accounting world for its ability to practically aid in more seamless workflow, communication and file transfer.
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Now the challenge is deciding the best platform for your business. This article explains the best online customer portals based on your business needs.
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Client portals are cloud-based software that allow accountants and clients to securely exchange confidential information, collaborate on files and communicate effectively. Accountants, lawyers and government use it for their daily needs. In an era of remote work, having a secure customer portal is the most efficient tool to ensure that customer relationships are managed securely and easily online.
There are thousands of file sharing solutions available in the market today. As a business professional, it takes time to do a comparative analysis to decide which one is best for you. Fortunately, we’ve done that for you.
Huddle is a cloud-based collaboration software for the Enterprise. Current users range from accounting, engineering, and marketing professionals. Huddle’s file sharing capabilities enhance its client’s professional image by offering a more collaborative and transparent way of working. Key features of its client portal include audit trails, where users can view the timestamp of when files and messages were received and/or opened, and security.
Fun fact, Huddle is the first collaborative SaaS company to reach FedRAMP ATO in the United States. Like other solutions, Huddle’s security practices are HIPAA (Canada) and GDPR compliant.
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Overall, this is a solid client portal software on the market, however, if you are interested in creating a solo or small-medium business account, their plans may not meet your needs. With a requirement of at least twenty-five users for the plus plans, the other solutions on this list may be worth checking out.
Sharefile by Citrix is a collaboration and content sharing platform for small and large businesses. The software is designed for accountants, legal, healthcare and finance companies. Their secure customer portal has security, including password protection and device lock, and flexible storage.
If you don’t trust new technology and don’t like the idea of your data floating in the cloud, Sharefile offers on-site storage for your data. Otherwise, cloud-based storage or data encryption with your own keys is also available.
Due to the advanced nature of the Sharefile interface, there may be a learning curve for new users. If youare not tech-savvy and prefer a simpler, easier-to-navigate platform, you may need another solution with just as many features and less complexity.
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Dropbox for Business is a file sharing and cloud storage solution built for IT standards. A Dropbox product, its client portal software helps Fortune 500 companies and creatives meet their collaboration needs with fast file transfers, task management systems and leading communication tools, such as integration with Zoom and Slack.
Compared to Sharefile, Dropbox for Business has hundreds of third-party app integrations available so you never have to leave the platform, promoting a more seamless work experience.
However, if you are less interested in in-app integration and more focused on client portal software with the highest level of security, you may want to consider other options. Although Dropbox for Business has 256-bit AES encryption like other solutions (so ), Dropbox for Business keeps the encryption key that gives them access to your data. If you want the most secure customer portal to manage your confidential documents, keep reading.
FileCloud is a secure file sharing and synchronization platform for the Enterprise. Universities, accounting and legal firms use their services for their daily needs. Similar to Sharefile, users can host this software on public and private providers, and on-premise servers. Storage capabilities also sync on-premise and cloud-based storage for your data.
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The platform syncs across desktop, tablet and mobile devices, making it a great solution for busy professionals who need access to their data anywhere, anytime.
Regardless of how good its capabilities are, if you need a secure client portal optimized for external clients to use, this solution may be worth reconsidering. Compared to other solutions, FileCloud offers limited access to tools for external clients. Client portals for accountants, such as , offer free client accounts with two-factor authentication and data retention, making collaboration with clients easy and secure. Therefore, if you need an online customer portal that serves the best interests of you and external clients, you may need to look elsewhere.
Is an award-winning, SOC-2 compliant, secure file sharing and client collaboration platform that acts as a “One Stop Shop” for accounting firms of all sizes. Accountants can communicate with their clients in the app, send and receive large files, and securely manage and track their progress all in one central location.
Client portal software is designed for the user to have more control, meaning less time spent on customer service and more time on collaboration, file transfer and productivity. their platform was created with the user experience in mind. Unlike Dropbox, there are customer-managed encryption keys. No one but you can access your data, making it more susceptible to breaches.
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There are also many app integrations, including Outlook, so that documents sent via email are encrypted before you even press send. Email is an outdated method of file transfer for many accounting professionals due to security issues and file attachment sizes, but today that is no longer a concern.
Plans can also be customized to your business needs; whether it’s a single account to keep tax documents protected, small-medium businesses, or 100+ users, there’s a plan to meet your needs. With key features like DocuSign, Audit logs, and Canada, US and EU compliance standards for data residency and secure data sharing and storage, there really isn’t a better solution on the market today.
Customer portal platforms are very beneficial to the success of your business. Using user-oriented software provides easy and secure file transfer, collaboration and control tools, so you spend less time on customer service and more time on productivity. Deciding on the right platform for you is a difficult decision considering how many options there are online.
Hopefully, this comprehensive list of the most popular client portal software in 2021 has given you the knowledge and resources to create a more productive, optimized and profitable business year in 2022. Happy New Year!
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January 6 Webinar for Law Firms: – One Platform for All Your Secure File Sharing If you’re looking for a great project or task management software to help you run a larger accounting firm, you’re in for a challenging ride. A common complaint from professional firms when evaluating project management software is that they are not customer-centric.
A number of project and task management tools are described below. Some of these are “generic, one size fits all industries”, and others are more aimed at accountants, bookkeepers, or tax firms.
At the end of the day, we always recommend doing a 1-1 demo of the tool and decide for yourself!
Asana was launched as a modern, simple, and in some cases, free task management tool. As one of the most common “starter” task management tools, they have since developed enterprise features and pricing (be it SSO or advanced integrations with Salesforce). Many companies will start with Asana in the early days to drive early organization, before launching into a full, customer-centric project or workflow system.
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Basecamp is a long-standing project management tool to help creatives (and teams in general) manage their project. Although it has an impressive record of project management, the obvious limitations for professional services and accounting firms lie in the lack of client profiles. However, if you need a unique, easy-to-use project management tool, Basecamp could be a good fit!
Zoho is a great, often inexpensive alternative to many task and project management tools. Zoho hosts various applications from invoicing to CRM, to full-fledged customer support tools. However, the project management component, like many project and task management tools, does not have a customer profile to associate with work.
ClickUp aims to be a one-stop shop for your task and project management needs. They combine documents, conversations, time, and of course projects in one view. It has an excellent feature set (there are so many listed on their site that it’s hard to list them all below). The main drawback is that it is not client-centric, apart from that, it hosts several useful features.
Monday.com, formally known as “DaPulse,” is a project management tool that has real strengths in how it visualizes the work that needs to be done. Similar to ClickUp, it hosts several features and options to customize your task view, making it a favorite for businesses that want to visualize work but don’t need a robust client profile or tools in client-facing project management.
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Wrike is an all-in-one project management tool, and one
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