Ways accountants can use Expertli to make tax time easier
Tax time is undoubtedly the busiest time of the year for most accountants. Between meetings with clients, staying on top of tax legislation, and the mountain load of backend administration and paperwork, it's no wonder there’s little time for anything else.
Whether you’re an independent accountant, part of a big team or running your own firm, Expertli can help you streamline your processes and save time so you can focus on what’s important – growing your business. Serve your customers remotely or in-office using one customer portal for all your accounting needs. Here are just a few of the ways you can make tax time easier with Expertli.
Connect with clients online
Before the pandemic, meeting with clients at their home or in their office was the norm. While meeting face-to-face can be great for building relationships, a big chunk of your day is lost on travel. With Expertli’s virtual workspace, you can easily connect with clients without stepping a foot out of the office.
There are no downloads or installation needed which means you or your clients won’t get bogged down with clunky video conferencing tools. Just send your client the link, log on and they’re good to go. And the best part? You can use the rest of Expertli’s tools to build genuine relationships and create a customer experience that are even better than in-person.
Visually breakdown difficult tax concepts
When you’re discussing things like cryptocurrency or tax breaks for investments, many accountants like to use visual aids to help customers understand. With Expertli, both you and your customers can virtually collaborate in our workspace – visually break down difficult tax concepts on our whiteboard, highlight important information in documents or complete online forms together.
Create interactive checklists
You can forget about wasting time following up with clients about important documents or tasks either of you need to complete to get things moving. Use Expertli’s interactive checklists to create tasks for you and your customers – ask customers to upload documents or make a note when you need to check what’s been provided.
When you or your customer completes a task, just tick it off your list and move on to the next item. It’s a great way to keep you both accountable and keep track of all your interactions.
Safely share documents
It’s all too easy to lose documents in your inbox when it’s overflowing with emails or to lose half an hour of your day trying to access files sent to you via some obscure file-sharing software. And on top of that, you can’t be certain those documents are secure.
Use Expertli to safely upload and share documents, edit or annotate documents in real time or complete forms alongside your customers. And keep track of it all using your interactive checklist.
Having one place to meet with clients, manage your accounts and keep track of interactions is a huge time-saver for accountants. But don’t take our word for it.
Chat with Expertli today and request a free demo.