Increase Workflow Efficiency

Published: February 16, 2023
Share: Facebook LinkedIn Twitter

Do you find yourself always hitting roadblocks? Or sending the same document to your clients or employees over and over again? It’s frustrating—not only for you and your employees but also for your clients.

SmartVault recently led a panel webinar focused on client communications and improving workflow efficiency. The panelists included accountants Eriona Bajrakurtaj from Majors Accounts, James Twigger from Accounting 4 Everything, and Sarah Jones from MoneyPad. You can read a summary of the conversation below. Click here to watch the full webinar

Reducing Repetitive Tasks with Accounting Technology and Client Portals

A client portal is a secure, private, and authenticated online platform that empowers businesses to better collaborate with clients. Accounting practices use these online client portals for secure file sharing and document download. “The client portal saves us so many hours,” Eriona said. “And…staff are happier because they don’t need to keep sending and resending the same document.” Now, they just upload the file once into the portal for clients to access. 

Accounting 4 Everything faced the same challenge. “We used to get calls from clients asking for documents again and again,” James recalled about their workflow issues. “[SmartVault] allowed us to…speed things up and make it more efficient.”

This, as Sarah noted above, improves employee satisfaction. “There’s nothing more annoying than when you’re doing your job and you keep getting roadblocks,” Sarah said. With SmartVault in place, her staff can “take more ownership of their jobs” since they know where to find everything they need. 

New Workflow Processes to Implement in Your Accounting Practice

One area of improvement, Sarah said, is making sure her team uses the technology to its fullest potential. “We use [SmartVault primarily] for our file and document storage, but actually it’s so much more than that.” Her team will continue building a workflow process in her tech stack.

She’s not the only one making changes to her software systems. “We’ve made quite big changes to our systems over the last 12 months,” James started, “So now we’re…at this review stage. We’re looking at where we are, [and] we’re talking to our clients [to see] what they think about our systems.” James is also asking his staff to ensure they’re happy and working effectively. 

Learn More Best Practices from Accounting Professionals

Hear more advice in the full webinar, which you can watch anytime by clicking here.

Interested in improving your accounting workflow and increasing efficiency? Schedule a 15-minute demo with SmartVault to learn how. Over 1 million people trust SmartVault with their most sensitive documents. Built with bank level security, SmartVault’s single platform is the most secure way to store and share your documents.