Digitizing exchanges with accounting firm clients via paper-free processes

In 2023, immediacy and collaboration are essential to meet the demanding expectations of the firm's clients. It is time to offer a different client experience that is beneficial for the firm. Digitalization allows you to streamline exchanges and gain agility and responsiveness, in order to refocus on the quality of your client relations.

Discover the best practices to streamline exchanges with your clients:

• Digitize the recovery of accounting documents: in automating the processing of accounting documents you can offer several collection channels for your clients to send you their accounting documents, which streamlines your exchanges. Indeed, your clients have several ways of sending you their accounting documents at their disposal and this considerably reduces the risk of losing a document. In addition, clients no longer need to wait to come to the office, they can do it instantly.

• Setting up validation circuits: validation circuits save time and facilitate exchanges by avoiding going back and forth between the accounting firm and the client to obtain the necessary validations. Validation circuits promote seamless communication between the accounting firm and the client by allowing clear traceability of exchanges and validations.

• Setting up document submission alerts: deposit alerts allow for smoother and more regular communication with clients, thus promoting better collaboration. Your employees will be more responsive to client accounting.
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In other words, streamlining exchanges with accounting firm clients is essential to ensure effective collaboration, optimal service quality and increased client satisfaction.

The  exchange digitizations, the use of validation workflows, the automatic invoices collection, and the alerts setting are all tools to make accounting document collection and processing easier. This way, you will improve communication with clients, reduce errors, and save time.

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By optimizing exchanges with clients, the accounting firm can offer a superior service, stand out from the competition, and increase its productivity and profitability.