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5th July 2014
Prime Global
Working Together
Portal TechnologySimon Cooper CCH
Lee Bennett CCH
Why the need for a Client Portal?
Practices—want to work more closely with their clients—are looking for new ways to sell more services to their
clients—Practices are looking at issues of data security
Clients of Practices—are requesting easy and secure methods of exchanging
data and documents with their advisers—Clients want access to key financial data and reports
held by their accountants without paying for their time to access
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Associations – client relationships
An individual may have several relationships with the practice
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As himself
As company director
As trusteeFor his
family
For his parents
Responsibilities – the client team
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Client
Client Partner
Client Manager
Assignment Manager
Assignment Partner
Caseworker
CCH Portal – Electronic Approval
The facts—HMRC don’t need “wet signature”—Nor do Companies House
Key requirements—Clear identification to clients which documents need approval—Easy approval process for clients—Clear audit trail
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CCH Portal
Lee Bennett
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CCH Portal – benefit statements Secure data exchange (drop box and email are not secure)
Personalised communication with every transaction
Fully integrated with the Central suite
Complete Client file – everything you do is all in one place
Live feed of Client messages straight to your desktop, removing the clutter of email and ensuring Client communications take priority
One portal supporting the whole relationship
Client access 24/7
Secure document exchange making practice more efficient and cutting postal costs
Projects a forward thinking modern practice
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QUESTIONS
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