What is a client portal what are its benefits
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What is a Client Portal? What are its benefits? PowerPoint PPT Presentation


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.

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What is a Client Portal? What are its benefits?

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What is a client portal what are its benefits

What is a client portal ? What are its benefits ?


What is a client portal

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.


Contd

(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


Benefits of a client portal

Benefits of a Client Portal


What is a client portal what are its benefits

  • 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.


What is a client portal what are its benefits

  • 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.


Get a dedicated client portal from invoicera

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


What is a client portal what are its benefits

  • 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.


What is a client portal what are its benefits

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