𝐈𝐟 𝐲𝐨𝐮𝐫 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐭𝐚𝐱 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 𝐨𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐚𝐧 𝐨𝐧𝐥𝐢𝐧𝐞 𝐩𝐨𝐫𝐭𝐚𝐥 𝐟𝐨𝐫 𝐞𝐚𝐬𝐲 𝐚𝐜𝐜𝐞𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲 𝐰𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐬𝐭𝐚𝐲 𝐰𝐢𝐭𝐡 𝐭𝐡𝐚𝐭 𝐟𝐢𝐫𝐦?

Many accountants, bookkeepers and tax preparers have maintained business operations with hard copies of paper, piled into storage closets into bankers boxes, without using cloud services.

If the company that handles your financial data and tax returns didn’t use cloud services, online backups or access to an online client portal, would you continue doing business with them?

𝐀𝐧 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐭𝐡𝐚𝐭 𝐡𝐚𝐬 𝐦𝐢𝐠𝐫𝐚𝐭𝐞𝐝 𝐭𝐨 𝐚 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐞𝐝 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐬 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐚𝐧𝐝 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐜𝐥𝐢𝐞𝐧𝐭 𝐬𝐚𝐭𝐢𝐬𝐟𝐚𝐜𝐭𝐢𝐨𝐧.

Modern day client portals are a game changer for accountants and business owners:

1. Client communication is increased with the use of a portal.

2. Both parties have increased document accessibility.

3. Data security is higher in the cloud than on your hard drive.

𝐀𝐧 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐭𝐡𝐚𝐭 𝐡𝐚𝐬 𝐦𝐢𝐠𝐫𝐚𝐭𝐞𝐝 𝐭𝐨 𝐚 𝐦𝐨𝐝𝐞𝐫𝐧𝐢𝐳𝐞𝐝 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐬 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐚𝐧𝐝 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐜𝐥𝐢𝐞𝐧𝐭 𝐬𝐚𝐭𝐢𝐬𝐟𝐚𝐜𝐭𝐢𝐨𝐧.

Why would you continue doing business with someone that only has hard copies of paperwork?

1. You are susceptible for loss.

2. You are susceptible to fraud.

3. You have to request paperwork and hope that the firm can dig through the box and find it.

4. It takes a long time waiting for requests to get filled.