Corvee Client Collaboration accounting practice management software replaces client portals and file-sharing systems by helping you manage and track all requests from your tax and accounting clients. With it, you can send and receive agreements, engagement letters, file requests and questionnaires, all in one central location. This way, you’ll know exactly what’s on your plate, and exactly what your clients still owe you.
With the large number of clients your tax and accounting firm has, it’s nearly impossible for you to manually track what’s needed from each. Couple that with the constant start, stop and the “I’m still waiting on the client” you hear from your staff, and this is a recipe for inefficiency and mistakes. Accounting practice management software helps minimize these.
Your tax and accounting clients send you thousands of files every single year. Trying to keep track of exactly what’s been received, and what’s still outstanding, can feel like catching flies—in other words, impossible. We’ve built the most secure and efficient method of managing all client-side requests with Corvee Client Collaboration software for accounting practices. Never again will you have to wonder whether a request is on the client’s plate or on your team’s. Instead, say hello to the most effective tool for managing client expectations.
Securely message specific requests to clients inside our accounting practice management software to ensure they know exactly what’s needed from them, and when you’ve approved their files. Set email and SMS reminders to help with back-and-forth client communications.
Monitor the status of your requests by client or by team member, and track the percentage of progress completion.
Whether you’re doing compliance or advisory, we’ve got templates for agreements, engagement letters, questionnaires and file requests for any engagement using our accounting practice software:
Tag clients and files to generate reports of all tax returns by type, of all clients by type of engagement or of all files by type of engagement. The result is quicker and more streamlined searching and organizing of client files.
With our accounting practice management software, clients will receive requests in the client portal for everything that’s required of them: agreements, files, password requests, questionnaires and more. They will also be able to upload to the client portal any other files they think are important.
Once you’ve completed your work, you can securely share tax returns, statements of monthly accounting and more with your clients. This eliminates the need for sending sensitive information via email. It also provides the client with a history of all the information that’s been shared with your firm right inside our tax software for CPA firms.
Don’t expect your clients to submit every single request immediately. However, you can set automated email and SMS follow-up campaigns to remind clients to fulfill outstanding requests so you can complete their work.
When a new request is added, the client receives an email notification that more is required of them. Once the client has fulfilled the request, members of your firm also receive notifications that they can get started.
It’s not just the owners of tax and accounting firms who need to know what has been received and requested from clients. After all, completing client work is a combined effort across the firm and the client—from admins, staff, managers and more. Corvee Client Collaboration accounting practice software has been built to serve this holistic team.
Store all information obtained from clients in one easy-to-use, centralized platform so you can find the information and documents that you need, when you need them.
Easily track and view outstanding requests per client. Never wonder again if you’ve gotten everything that you’ll need from the client to complete the engagement.
See outstanding and completed client requests to hold staff accountable. Get a bird’s eye view of how much is still on the client’s plate, and what you’ve received.
Access every piece of information you’ve ever received from a client in one secure, organized system that alerts clients of new requests, and alerts staff when new items have been received.
With state-of-the-art security and a top-notch client success team behind you, you can feel confident moving to Corvee. Even we can’t see your confidential client information.
Read our security white paper here.
One secure platform for the sending of all required information to your tax and accounting firm. Clear communication with two-way messaging between you and your firm.
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