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Five application tips for using your accounting portal

18th Jul 2017
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accounting portal

Picture this: you’ve discovered that an accounting portal will be an ideal way for clients to securely share documentation and have conversations with their accountants. After deciding on the right portal for your accounting and bookkeeping needs, you need some best practices to think about before getting started.


Application tip #1:

Customise your accounting portal

Not only does a customised accounting portal match company branding, but it also increases awareness and helps your clients to associate the solution with your company – building trust and improving retention. Customisation options are dependant on the specific solution, but the options can include the ability to upload your logo, customise your login page, personalised domain name and terminology - and more.

Read more about the importance of business branding, how to stand out from your competitors, top tips for successful branding, and more with Clinked’s free guide ‘Brand Your Business Like A Pro’.


Application tip #2:

Create a knowledge repository for clients

Login credentials, reference numbers, frequently asked questions; you can choose to store the relevant information that your individual clients will need to regularly have access to, from within a secure knowledge repository. Clients will no longer need to spend ages searching for the information that they need. Read: The top use cases for client portals.

According to a report by McKinsey & Company, the average interaction worker spends an estimated 28% of the workweek organising e-mail and nearly 20% searching for company information or tracking down colleagues who can help with specific tasks. However, having a searchable record of knowledge (such as a knowledge repository) can reduce the time employees spend searching for internal information by as much as 35%. 


Application tip #3:

Set up your file access permissions

The assurance that your data is going to be protected with the highest level of security will likely be important to you. And so, the option to add additional security measures may be something that you also consider. You can feel more confident when sharing information within your portal if you implement features such as two-factor authentication, complex passwords, automatic sign-outs and more.

Managing your financial and other relevant information from within an accounting portal has plenty of benefits over using e-mail, FTP and file sharing tools such as Google Drive and Dropbox. Read more about the comparisons between client portals and file sharing in this blog post.


Application tip #4:

Use with external app integrations

Integrating your accounting portal with external apps can benefit your efficiency. You can save yourself time from switching from app to app in order to get the required information – and this will make the experience less of a hassle for the client, too. Google Apps integration is an example, whereby you can sync across your Google contacts, files and calendars into your secure portal solution.

Clinked, a communication, collaboration and information sharing portal – syncs well with Google Apps. You can find out more in this blog post: 5 Clinked features to take your business to the next level.


Application tip #5:

Roll out use of the mobile app across your client base

Your clients can have the ability to view documents and join in with conversations taking place in your portal, via their mobiles; making it even easier to stay connected with their accountants’ from anywhere, at any time. If a client needs to access a financial document urgently when out of the office and without a computer to hand, the mobile app is a fuss-free solution. Read more: 8 day-to-day mobile apps for businesses.


As your business grows, so will your client base. A scalable, subscription-based portal provides the easiest solution that will enable you to always stay connected with clients. Continuous updates are made by the vendor in order to improve the solution, you can always invite new clients and create new groups; there will always be something new you can do with your accounting portal, to ensure that you get the most out of it as possible.