Accountants often bill by the hour or per email, per report, etc, so time is precious. To be able to command these fees, you need to be responsive and the work has to be of a high standard.
Prospective and existing clients will contact you by phone, email, web forms, etc., and they will want a rapid response. If the response is not quick enough, they may search the internet for a more willing expert in your field, i.e. your competitors.
The problem is that you’re not always in a position to be able to respond to enquiries as quickly as you would like. The financial sector is run on client meetings – on and off site – which means you are regularly away from your desk and your usual desktop communications tools.
So how can you remain contactable to your clients while still supplying the services they want to contact you for?
The simple answer is to use the latest technologies available. These will help you to meet the high standards your clients pay you for and to improve customer service and maximise the productivity of your fee earners.
Here are some examples on the type of technology professional services businesses can use:
Make sure document and file sharing is as fast as possible with internet connectivity that truly meets your needs. Productivity is unleashed when an accountancy firm uses appropriate business-class connectivity.
You also need to ensure your firm is not brought to a standstill if you suffer an outage. Broadband services do not come with service level agreements, so you could lose access to your IT systems – email, CRM, diaries, banking services, etc. – for up to a week.
Leased line services come with support agreements to get you back on-line with a business day. Leased lines – sometimes referred to as direct internet access – are also entirely suitable to support the cloud-hosted services listed below to help you achieve more.
Embrace flexible working and work smarter between client meetings or while working from home or a branch office by using presence, instant messaging, click-to-dial, voicemail-to-email, conferencing and desktop-sharing tools to boost productivity.
Migrate to SIP or a cloud-hosted telephone system
Not only can you save your firm money with reduced line rentals and free UK landline and mobile calls, we can seamlessly link your branch offices and remote workers as well as accommodate growth with ease. You can also integrate your database with your telephone system and mobile devices for informed conversations with your customers.
Record your calls so you can refer to them to make sure you have a clear understanding of your clients’ needs. If you handle any financial transactions over the phone, call recordings protect you and your staff from any complaints made by customers while also meeting PCI-compliance and FCA guidelines. You can also measure the length of conversations with clients for accurate fee charging.
Ensure your client data remains confidential and your IT systems remain operational with up-to-date cyber security and disaster recovery measures to protect you from ransomware, malware and other viruses and hacker activities that pose a risk to your network. The professional services sector, including accountants, should not overlook this element of their businesses if they want to stay the right side of professional.