What is a client portal ? What are its benefits ?

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.)

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:

1. Financial documents such as invoices, estimates and purchase orders

2. Financial statements and tax returns3. Making payments online

Benefits of a Client Portal

● 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.

● 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 InvoiceraHere 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

● Choose an Invoicing solution like Invoicera 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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