Advanced Client Portals Deliver Safety, Proficiency, and Peace of Mind
Tech guru says for accountants to be perceived as advisors, they need to be reachable—and advanced client portals are the answer.
For accountants to be perceived as business advisors, they need to be readily reachable by clients, and exchanging files and information needs to be easy, yet secure. At the same time, accountants need to separate from work while making it seem like they’re always there when clients need them.
That’s the conundrum most accountants face, according to accounting and technology expert Donny Shimamoto, CPA, CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies. The answer, he says, is a client portal solution that integrates workflow, communication, and file exchange.
Shimamoto, an accounting expert recognized by CPA Practice Advisor, Accounting Today and CPA Technology Advisor, will present Automating Tax & Bookkeeping Client Collaboration Experience Labs to help accountants see how the next generation of client portal tools enable tax practitioners and bookkeepers to streamline collaboration with clients.
The six-hour experience lab will be presented by the Center for Accounting Transformation. This unique learning event will also allow attendees to test drive several solutions using a case study to get a feel for what it’s like to be both the client and the accountant.
Shimamoto also serves as a business transformation advisor and outsourced IT partner for firms, finance departments, and internal audit departments. He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery. His company, IntrapriseTechKnowlogies, focuses on innovation and acceleration and organizational development for small businesses, middle market organizations, and nonprofits.