Digital Drives Satisfaction
The digital age has conditioned clients to expect more instant gratification. Offering clients on-demand access to their own files via a business portal provide many benefits to our clients.
Studies show that satisfied clients are twice as likely to have the capability to share data with their firm using a self‑service business portal.
Secure Business Portal
The Expert Fiscaliste Business portal is a secure access point for better management of your tax documents. Built to ensure client confidentiality with first class encryption security.
Business Portals Support Client Experience
Communication and Collaboration
Expert Fiscaliste Business Portal Benefits clients by offering the on-demand service clients come to expect from their online interactions. Portals that are also accessible via a mobile app make Expert Fiscaliste even more responsive. Now, clients can request a file when it is convenient for them and it now doesn’t even have to be done during office hours. Clients can now sending a copy of a receipt or document is as simple as taking a photo.
Collecting Source Documents
One of the most common causes of delays in accounting firms are collecting source documents. Clients have a lot of different documents, and now our Business Portal Benefits clients by being able to uploading documents to the portal to save a lot of time, speed up the tax preparation process, and even save you money.
Delivering Final Documents
On the other end of the engagement, business portals are a great way to deliver completed documents. Clients can benefit by signing and uploading signed authorizations and Expert Fiscaliste can EFILE the final tax returns. Eliminating the delivery of paper documents and the supplies associated with them reduces costs by up to 30% and benefits the environment.
Expert Fiscaliste Portal
The reasons for using Expert Fiscaliste’s client portal are clear, if you would like more information click on the links below
