CPA's Client Satisfaction Booster Tools
The key to a successful business is maintaining and retaining clients. Long term customers are to be maintained on the business and new customers have to be made permanent. For these some of our Client Satisfaction Booster Tools are necessary. Following are some of our Client Satisfaction Booster Tools for you that will lock your clients to your business not letting them go:
CPA Web Tech Custom Monthly Newsletter - Emailing your client our monthly newsletter would not only retain your clients but also provide them satisfaction. Some of the things which are contained in our monthly newsletter are:
Some featured articles
Few tax saving tips
Some tips for financial Planning
Due dates for the month for tax payment
Secure CPA Web Tech Client Portal - To retain and satisfy your client, we provide you with a client portal for every individual client free of cost. This password protected portal assesses the client in accessing documents, tax data, Financial statements etc. Sharing of important information is also facilitated by our client portal.
CPA Web Tech Data Cabinet - The professional document management suite for small enterprises and mid-sized firms. The Data Cabinet is much more than a substitute for unending paperwork at office. It consists on the below components:
Access to your documents from anywhere
Secured file sharing system
Professional Document Management Suite
Disaster Recovery Routine
Easy files upload
(SOX) compliance software
CPA Web Tech Online Appointment Scheduling - This is a very effective tool provided by us to let your clients have a say on their appointment scheduling. The client can view who is available and when. Moreover, your clients can take appointments according to the availability.
CPA Web Tech Custom Income Tax Organizer - It is our dynamic web application which allows your client to share and organize their tax data.
CPA Web Tech Free Online Accounting System - Our online accounting system lets your client access their financial data from anywhere by just logging into their account on internet.
Online Intuit QuickBooks Payroll Processing System - Our online payroll system guides you from account payee check to W-2's step by step.
35 Interactive Financial & Tax Calculators - Our efficient calculators help our clients to calculate their tax including many what if situations and even analyze retirement payments.
Some featured articlesFew tax saving tipsSome tips for financial PlanningDue dates for the month for tax paymentSecure CPA Web Tech Client Portal - To retain and satisfy your client, we provide you with a client portal for every individual client free of cost. This password protected portal assesses the client in accessing documents, tax data, Financial statements etc. Sharing of important information is also facilitated by our client portal.
CPA Web Tech Data Cabinet - The professional document management suite for small enterprises and mid-sized firms. The Data Cabinet is much more than a substitute for unending paperwork at office. It consists on the below components:
Access to your documents from anywhereSecured file sharing systemProfessional Document Management SuiteDisaster Recovery RoutineEasy files upload(SOX) compliance softwareCPA Web Tech Online Appointment Scheduling - This is a very effective tool provided by us to let your clients have a say on their appointment scheduling. The client can view who is available and when. Moreover, your clients can take appointments according to the availability.
CPA Web Tech Custom Income Tax Organizer - It is our dynamic web application which allows your client to share and organize their tax data.
CPA Web Tech Free Online Accounting System - Our online accounting system lets your client access their financial data from anywhere by just logging into their account on internet.
Online Intuit QuickBooks Payroll Processing System - Our online payroll system guides you from account payee check to W-2's step by step.
35 Interactive Financial & Tax Calculators - Our efficient calculators help our clients to calculate their tax including many what if situations and even analyze retirement payments.
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