Your clients are your most valuable assets – so it’s well worth investing the time into maintaining good client relationships.
However, gaping holes in your practice management software can lead to similar-sized gaps in your client relationships, leading to damaged trust and negatively impacted business operations.
For firms committed to building lasting client partnerships, a bespoke client experience that puts service and relationships at its core is crucial.
However, many practice management software solutions are unable to provide this.
That’s why a client portal capable of integration is essential for plugging the gaps in your software – and, consequently, your client relationships.
Enhance client understanding
A user-friendly, streamlined client portal allows clients to upload and download documents easily, control document access, and keep updated on the progress of projects with notifications.
This enhances clients’ understanding of the complex financial processes you’re undertaking on their behalf, as well as improving communication and transparency.
Prevent document and data loss
Working collaboratively with clients is the key to good client relationships – but unfortunately, it can be easy to lose documents or overwrite data and damage those relationships which have been hard won and of great importance to the firm.
A client portal enables firms and their clients to control access to a document and track changes to prevent data from being overwritten.
You can also create audit trails and provide approved accounts to meet legal obligations and tax liabilities, as well as strengthen your GDPR compliance.
Data security
Data that can accessed or shared without authorisation is a huge risk to both your firm and your client.
A secure client portal enables you to protect your clients’ sensitive financial information and accounts.
Summa Tech’s client portal uses data encryption and single sign on (SSO) or multi-factor authentication (MFA) to protect documents from unauthorised access and ensure only authorised individuals can access the portal and view information.
Supercharge your client relationships with Summa Tech
Client relationships are a crucial part of good practice management, so time invested in them is never wasted.
That’s the main reason why Summa Tech was founded and developed to provide cutting-edge, innovative software that plugs the gaps in your client relationships as well as your practice management systems.
Our client portal enables practices like yours to provide a superior client service, with fully-integrated technological solutions to patch up areas not covered by your existing management software.
We understand the importance of tailoring our solutions to your specific needs, so we’ll assist and consult on what works best for you and your firm.
For more information about our client portal, contact us today to book your free demo.