Beyond Portals: Best Practices for Client Collaboration

The profession is evolving beyond traditional client portals toward a more interactive and transparent collaboration experience. Today’s clients expect secure, 24/7 access to documents, real-time project updates, and clear, proactive communication from their accounting and tax firms. However, many firms still struggle to meet these demands despite having some technology in place.

• Common challenges include insecure email exchanges, time-consuming document requests, and poor communication on project statuses.
• Even tech-savvy firms face issues, often due to clients not fully adopting portal technologies.
• Leading firms improve collaboration by using secure portals, defining their firm’s strategic direction, and staying future-focused to attract modern clients.

Whether your firm is just starting with portal technology or already leveraging advanced tools, there is always room to enhance client experience through streamlined, secure, and proactive collaboration strategies.