Collaborative web portals are now becoming an accepted feature of accountancy practice.
Feedback from respondents to AccountingWEB’s tax season survey with Xero added weight to comments and anecdotes from elsewhere in the profession that portals were helping advisers to overcome one of their biggest headaches - extracting data in a timely fashion from business and personal tax clients.
Out of more than 1,100 tax season survey respondents, 13% said they planned to introduce portal - one way of improving client communication and data collection that was highlighted by 42%.
As reported previously on AccountingWEB, the buzz around document-sharing portals has been circulating for a couple of years...
Further survey findings and practical advice about practice processes and online collaboration will be offered in an online webinar on 26 March. Register here.
About John Stokdyk
AccountingWEB’s Head of Insight has been with the site since 1999 and likes to spend his time studying accountants’ technology habits. When not nerding out, you can find him exploring obscure indie music and searching for the perfect organic sourdough loaf from his base in Brighton, UK.