Innovation & Technology
We adopt processes that improve the efficiency of the way we work and share files with our clients.
Safe, convenient and easy to use, our client portal is as simple to use as any online banking or investing most of us already practice. More reliable and secure than email, our use of the portal has made file sharing fastier and easier than ever for our clients.
Here’s how it works: each client is provided with an account that allows them to access a private online folder to share with their BK+L™ accountant. Clients may login to the portal via our website or by going directly to the portal iteslf – the ProSystem fx® Portal by CCH. When you upload a file we receive an email notification from the system so that we may retrieve it promptly. Similarly, each client is notified when we upload important documents.
Toward a Paperless Office
We use multiple technological innovations to help us provide a higher level of service and to decrease our use of paper as much as possible, including: document scanning, Autoflow, the use of multiple monitors, electronic research (instead of using paper reasearch materials) and tax projection software.
The ProSystem fx Tax Notebook is a safe, secure way for our clients to fill out and submit their Tax Organizers to us online. Not only does this allow us to conserve paper, Tax Notebook also gives us the ability to customize each client’s interface as needed. In addition, Tax Notebook lets us track our clients’ progress as they enter their data, ultimately notifying us when their notebooks are complete.
Client Portal System Considerations
Our Portal is built on Microsoft’s latest web technology – Silverlight – which works on most computers using the most popular web browsers. The following are the system considerations to take advantage of the benefits of the portal: