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 Baycorp Client Portal 2016-2025

Baycorp Online 2016-2025 Form

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all right I have railed on how the way that we exchange information with clients is the biggest productivity unlocked for accounting firms right now how we request things the auto follow-ups having to go back and figure out what exactly it is you need it is a big pain in the hiney but it adds some risk to your software selection because what if you go out and you pick this great platform that you now have trained a thousand clients on and you're like oh this actually sucks I actually don't want to use this in the past it just inconvenienced you you could go back pull up the carpet and be like hey we're going to change the system now that impacts your clients and I do not want to retrain a thousand clients on a different platform every single year which is a killer argument for having a client communication portal that is separate from your workflow the systems that you use to manage your work versus the systems that you use to communicate with clients and today

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