Published Date: July 14, 2019 . Last Updated April 23, 2021
We all know how competitive the digital landscape is no matter what products and services a business offers. In this context, online accounting or tax preparation firms are no exceptions. They also have to compete with a long list of other digital bookkeeping and accounting ventures to win over consumers. In order to retain your existing consumers and acquire new ones, you must improve what online experience you are offering them.
Here, we are going to list down some things that can help you in making your existing and prospective clients’ experience more fulfilling.
Table of Contents
1) Optimize Your Online Footprint
A client is not going to ask you for a quote if he couldn’t find that option on your website in the first place. Similarly, color palette, typography, and visual content are some of the things that you must take care of on your website and social media pages. No matter how good you are with your CPA credentials, you won’t be able to get consumers if you are working with a non-optimized, hard-to-navigate and unfriendly digital front.
2) Adapt Your Communications to Customized online accounting Client Needs
Robust and agile communication is key when it comes to delivering online_accounting and bookkeeping services. A single line of communication won’t help you in delivering an improved experience to your entire clientele. You might be able to deal with some clients via email only. Similarly, some clients feel more comfortable in corresponding over a call. Then there are people who might need real-time text-based conversation. In short, you must offer all the communication channels in your online accounting and bookkeeping venture so that every existing and prospective client can interact at his/her own convenience.
3) Offer the Add-on of a Secure and Interactive Dashboard for online accounting
Online bookkeeping like (My Count Solutions) is all about paperless accounting practices e.g. online payroll preparation. However, it’s easier said than done to manage all that ‘paperless paperwork’ on the digital medium. Many people just pass the idea of using online accounting services because of its distinctive intricacies. You can get around this issue by offering a secure and interactive online_accounting portal to your clients.
4) Build Trust
Building trust is one of the significant aspects of reputable customer service. Clients would not want to twig to the firm they don’t trust. It may sound clear, but it’s not easy to exaggerate the value of creating a strong base of happy clients.
No matter how good your facility or product is, one of the things clients would remember is the kind of communication they had with the firm.
Offering a dashboard where clients can easily store and share documents in a cloud storage for your supervision without worrying about their security and can also sign them via e-signatures will definitely add more value to what you offer as an online CPA or tax preparation firm.
MY CPA Dashboard is an online accounting portal and CRM suite that can help you in improving the working experience of your existing and prospective consumers.
