Client Portal for Consulting to Clients

Get a safe and convenient environment for interaction of the staff of Consulting & Audit companies and clients of such companies. Implement your B2B portal on the Microsoft SharePoint Online platform that also allows unrolling Intranet.
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For companies which regularly interact with customers and partners, we offer Client Portal as a safer and more convenient solution for files and document sharing, as opposed to sending e-mails or sharing files via public "drives". Powered by SharePoint Online, this solution allows you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Organize omnichannel support to ensure fast and quality customer service​
Organize omnichannel support to ensure fast and quality customer service
Let your Customer network work by CPA principles​
Let your Customer network work by CPA principles
Let your consultants work with Bookkeeping Services, payroll, part-Time CFO Service, cash flow management, etc
Let your consultants work with Bookkeeping Services, payroll, part-Time CFO Service, cash flow management, etc
Attract new customers and pay only for interactions
Attract new customers and pay only for interactions
Saving current Clients in comfortable and modern space
Saving current Clients in comfortable and modern space
Send client updates and workflow processes with confidence​
Send client updates and workflow processes with confidence
HOW DOES IT WORK FOR EVERYONE?
Why using Client Portal is secure?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
Why is Client Portal so convenient?
All documents and files to cooperate with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when the counterparty shares the files with you.
Versioned documents allow you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
Benefits of Client Portal
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Employees can be automatically assigned tasks according to the key date calendar and SLA.
Time and date of sharing a file is indicated on the Client Portal.
You can chat with your conterparty on a Client Portal or in Microsoft Teams, and save correspondence history with the conterparty, including documents and files.
Co-authoring and co-working with Microsoft 365 (ex-Office 365) documents and files saves a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is addressed in accordance with the tasks

CONSULTING & ACCOUNTANCY

•Can fulfill the terms of the contracts efficiently and on time

•Delineate information and access rights to documents

•Maintain information about company status

•Timely address questions and complaints, increase loyalty

•Receive requests and delivery documents

•Set up a business process, collect documents for an agreement, and create tasks within the company to deal with the client's issues

•Have structured information – primary documentation certificates, accounting documents etc.

•Find information and files fast and easily to get the job done

•Be able to reply to any question to make the client fully informed and satisfied

•Be able to ask co-workers and client's staff from different departments a question upon request

•Get reminders to get the job done on time


Benefits for Consultants

Client Portal is a convenient and secure way to share sensitive information. Once you've set up your access permission, you don't have to care about it anymore when sharing files.
Organize workflow with your clients to simplify every process. Any event that happens within your Client Portal is tracked, including individual document sharing activities for all users.
Collaborate with clients in an easy, safe, and secure way and meet SLA due to automatically assigned tasks based on key dates calendar.
Save the time of consultants and clients. All inputs and deliverables are at one place; no need to search in the mailbox or compare different versions of documents (in order to avoid duplicates). Also, you can collaborate with customers while preparing and approving documents.
CLIENTS
•Control the results of consulting work on the contracts

•Find out news in the field of consulting

•Be sure that employees receive timely replies from consulting experts.

•Have a clear understanding why the company pays for consulting

•Have instant access to the documents added to the contracts









•Find information and files fast and easily

•Requests about the issues forwarded directly to the consulting department

•Create a new request

•Check one's own requests and status




IT ON BOTH SIDES
•Trade secret data protection

•Commercial secrets data protection

•Corporate information data protection









Technologies
Developed on Microsoft SharePoint Online and Microsoft 365 platforms
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