Availability, advice and smooth exchanges are essential in meeting the clients' expectations of accounting firms. To retain your clients and attract new ones, you need to offer a different and optimized client experience.
Free up your time
First of all, it is essential to free up time to devote yourself fully to the relationship you have with your clients. Technology is a valuable tool that can help you do this. Here are a few examples:
- Simplify invoice collection: There is software that allows you to offer your clients several ways of sending you their accounting documents. Not only do you save precious time,you also adapt to the habits of your tech-savvy or technophobic clients by offering several modern and simple collection channels: expense report application, dedicated client area, etc.
- Automate the accounting entry of documents and invoices : With software that automates the entry of accounting documents, you save your firm valuable time on these time-consuming tasks.
Provide high added value services
Now you can invest the time saved on services in high added value for your clients. Thanks to software for optimizing bookkeeping, you can provide your clients with new services to boost client loyalty.
Here are a few examples:
- Offer a space dedicated to your client's accounting data: clients often appreciate being able to access their accounting data online to consult or look for their documents. This type of service, which is highly appreciated by clients, will allow you to stand out from the competition.
- Refocusing on your core business, the strategic advisor: There are solutions to set up dashboards that can be customized by clients to monitor key indicators of their financial health: instant and forecast cash flow monitoring, sales, margins, etc. In this way, your employees will be more responsive in advising your clients regarding business management.
- Provide your clients with validation circuits by using electronic signatures: another feature that is appreciated by clients of an accounting firm: validation circuits. They allow simplified monitoring and traceability of documents. Today, many kinds of accounting entry automation software offer this type of complementary functionality.
- Set up alerts on specific folders: for example, be quickly informed when a client submits a document for better monitoring and processing of accounting documents.
- Support your clients in the electronic invoicing reform : Be a prescriber of a Partner Dematerialization Platform (PDP) to ensure that your clients comply with electronic invoicing regulations. In this way, you will strengthen your role as a trusted partner by joining them in meeting the next major challenges.
As you can see, by using technology in a strategic way, you can improve the quality of your services, strengthen your clients' trust and retain them over the long term.
