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Changing accountancy market
We’re seeing a fast changing market for accounting firms, with many exciting challenges. Margins are under pressure and employees spend too much time chasing after the right information and making sure their clients return documents in time. Providing the right advice at the precise time that it is most relevant to the client is a difficult challenge, let alone doing so proactively and focused on the future, not looking back.
Our solution
We’re helping firms to effectively optimise their communication processes and information flows between their employees, their clients and third parties. And we’re monitoring what’s going on at their clients’ companies. We’re triggering your client to actively ask for your assistance and advice. We’re signalling you when an opportunity arises to help your client. And we’re helping your employees to deal with these changed market circumstances and to profit from the new possibilities.
Integration
Our platform integrates with all the most commonly used software. This makes it easy, fast and very secure to exchange information and documents that you need to share with your client.
Professionals
With Client Online, accounting firms work more efficiently, offer a higher level of service, and gain more from their relation with their clients. Because of this, their clients perform better. We are helping professionals to excel in their profession, instead of spending most of their time doing things they’d rather not do and should not be doing at all.
Features
Client Online has powerful modules with specialised functionality. The most used features are mentioned below.
Approval Online
With this module, you will quickly, easily and advantageously get a statement of approval on tax returns and reports and such. For clients, it is easy to approve files through the website or the app. The integrated links with software packages save a lot of time and the status can be followed in other packages. Notifications and reminders are sent through e-mail and text messages and there are push notifications to the apps. Of course it facilitates all the SBR streams.
Archive Online
Sharing documents with clients is done safely and quickly through the portal and free apps. The large number of links makes it easy to quickly share the right documents. Clients receive a notification if new files are ready. Through the portal they can also share files with their advisor themselves, such as large amounts of document items. By using the apps, they can easily scan invoices themselves and save them in the portal. Efficient, user friendly, safe and fast.
Forms Online
With Forms Online, information can be efficiently and securely requested from clients, that is needed to start an assignment (PBCL/prepared by client list) or to collect useful information to advise him (her) on his (or her) business. Based on many templates, available question types, calculation and validation tools, the accountant is able to create a form to gather the information required.
News Online
Entrepreneurs would like to have sound advice and proper guidance. The module News Online helps with this. The module automatically sends e-mail newsletters which have been tuned to the profile of the client. For that, updated content is continuously collected and placed, such as news items, industry information and established collective agreements. Of course own news items can also be added. All is automatically shared through the portal and the app with the users in the own house style.
Invoice Online
Online invoicing is faster, more efficient and cheaper. The possibility for clients to pay invoices directly on the portal using iDeal leads to significantly faster payments. That directly has a positive impact on the cash flow. With Invoice Online, clients have insight into their payment status, invoice archive and are also involved online with this last part of your work process.
Single SignOn
Of course it has to be as easy as possible for the client to make use of all kinds of online tools and software packages. They want to easily find their way to this software through a secured environment. With the module Single SignOn, both your clients and your own employees have access through the portal to all the other online services which are used. They will not have to log in separately for every service, and can do this safely through your own portal.
Apps
Client Online comes with free powerful apps for all major platforms and devices: iOS, Android and soon Windows Phone and for phones, tablets and smartwatches. With the Client Online apps, you can exchange information easily and securely. The accountant can effectively work together with their client online through these apps.
