What is a Client Portal? What are its benefits?

1. What is a client portal ? What are its benefits ?

2. What is a Client Portal? • A client portal has now become a necessity for business accounting departments and accounting companies. • Client portals help in doing away with the need for sending out sensitive client information over e-mails. • Most businesses now-a-days prefer a client portal for their payables process. • This gives them access to important information on a periodic basis.

3. (Contd.) A client portal is very simple to use. The client can simply login with their username and password to review all kinds of financial information that includes: • Financial documents such as invoices, estimates and purchase orders • Financial statements and tax returns • Making payments online

4. Benefits of a Client Portal

5. The client can easily upload important financial documents onto client portal, as and when required. • No need to organize meetings to discuss or communicate important issues faced by the client. The portal provides a messaging system to solve queries can communicate in a timely manner. • With a client portal in place, a business can easily achieve the optimum number of billable hours for the business. Since a client portal reduces communication with the client, one can focus on other activities and business development. • A client portal makes the client servicing processes, much more cost effective and efficient.

6. A client portal provides an opportunity to completely customize the experience for the users. This goes a long way in enhancing the user experience. • A client portal makes project management extremely simple. It helps in collaborative project management for the client by creating client groups related to the project. • The client portal is a cloud based solution and the clients can easily access them from anytime, anywhere. • The client portals simplify all client information in one place. The client can easily access any of that information. • Client portals are helpful in managing can scaling up the customer relationship management process. • Client portals make the process of client servicing quick and productive.

7. Get A Dedicated Client Portal From Invoicera Here are some of the key features of a client portal from Invoicera. • Complete and secure document management • Manage all your clients and vendors with ease • Simplified account management and cost cutting • Instant generation of financial reports for better financial management • A portal strategy that is customized for your business requirements • Complete and simplified document management

8. Choose an Invoicing solution likeInvoicera to develop a customized client portal for your invoicing requirements. • Invoicera provides complete strategy and development of your personalized client portal for better business results.

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