How to get clients to download bank statements? Screensharing?

How to get clients to download bank statements?...

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How can my practise encourage its client base to send in bank statements in electronic format?

At the moment a large amount of time is taken up by having to type out client bank statements. Is there an easy way to encourage them to send us downloaded statements in Excel?

And is there an easy method to do a screen share so that we could guide them through the process?

Thanks

Replies (4)

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Teignmouth
By Paul Scholes
29th Apr 2014 12:07

Ironically...

as I'm tapping this there's an ad for BankStream above your posting.  This facility enables your clients to authorise you to receive Excel statements directly from their bank.

Longer term, as more people sign up to Cloud accounting and the technology improves, bank feeds directly from banks to the books will be the norm.

Finally, on screen sharing, there are several facilities around, one I've used recently is Join.me.  There's a free version, which I think enables the remote mouse control, look at their features page.

Thanks (1)
Replying to Counting numbers:
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By jeremy28
29th Apr 2014 12:26

Thanks, that looks really useful. Will investigate.

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Replying to Counting numbers:
RLI
By lionofludesch
29th Apr 2014 12:29

Me Too

Paul Scholes wrote:

as I'm tapping this there's an ad for BankStream above your posting.  This facility enables your clients to authorise you to receive Excel statements directly from their bank.

<chuckle> Me too.

I am wondering, though, what time 13.00 pm is supposed to be ......

Thanks (1)
By Karen Bennett
12th Jun 2014 16:36

Two birds with One Stone

We also use join.me (basic package is free) to do screen shares with our customers which should be fine for what you are describing. It is easy to use and we use it everyday. We also use gotomeeting (free trial for a month)  to conduct our training to a large number of accountants. The latter is good for conferencing in large groups of people but if it’s just one to one I’d say join.me would be suitable for you.

However for those clients that don’t have online banking or are reluctant to send over electronic files you should take a look at AutoRec. It will save you a huge amount of time compared to manually typing up data from statements. It is for those incomplete records clients that are still giving you a shoe box of bag of hard copy statements. AutoRec extracts data from statements, whether it is bank, online, PDF or credit card statement. It simply converts the transactional data on statement into a spreadsheet. You can then export to excel, csv or import directly into your accounts software system.

I’d be happy to arrange a demo (using join.me by the way) so 1. You can see how the screen share works and 2. you can also have a look a 15 minute live demo of AutoRec.

Two birds with one stone : ) You can email me at [email protected]

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