Should Los Angeles CPAs Offer Online Client Services? (SlideShare)

Should Los Angeles CPAs

Offer Online Client Services?

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLACPAs.com

http://www.techguideforlacpas.com/

Sponsored by http://www.TechGuideforLACPAs.com

Craig PollackFounder & CEO

Online client services are

being utilized by many

Los Angeles CPAs, as well as

CPA firms across the country




Benefits to the Firm




Online client services can

make aspects of business

easier for CPA firms




Another benefit is that you’ll

be able to provide some level

of protection for sensitive

client data




Benefits to the Client




If a client has several

businesses, an online platform

allows them to retain all of their

relevant financial data in one

secure, easy to access place




Your client can rest easy

knowing there is one secure

portal that they can access

their information at any time




and communicate with

your firm for any reason




The Bottom Line




Creating a faster,

more efficient way

of conducting business,




an online client portal can be

a powerful tool in the arsenal

of any CPA firm




Does your CPA firm offer

any online client services?




Let us know your thoughts

in the Comments box below


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