Should Los Angeles CPAs Offer Online Client Services?

Craig Pollack | Aug 25, 2015

Should Los Angeles CPAs Offer Online Client Services?Online client services are being utilized by many Los Angeles CPAs, as well as CPA firms across the country. With this, you can provide new ways of doing business that are highly efficient and effective.

While they do require some investment in time and money to set-up and maintain, CPAs will find that adopting online client services can have benefits to both their clients and themselves. 

Benefits to the Firm

Online client services can make aspects of business easier for CPA firms. For example, designated employees can have access to client’s financial data at anytime and anywhere as long as they are connected to the system.

This allows one to work from the office, home, or on the road without a hassle. Also, you can do business easier if you rely heavily on visiting clients in their offices. You can resolve client questions or problems quickly and more efficiently.

Another benefit is that you’ll be able to provide some level of protection for sensitive client data. When servers are up and running, you can safely and securely backup their data and maintain their records online.

This hedges the bet against any internal system failures that can lead to data loss. Today, many online service portals come equipped with a security system, which can protect against potential data theft from outside hackers or disgruntled employees. 

Benefits to the Client

Your clients receive many benefits as well. If a client has several businesses, an online platform allows them to retain all of their relevant financial data in one secure, easy to access place. Their relationship with your Los Angeles CPA firm is then easy to maintain from any location.

Furthermore, your client can contact you through your online portal, sending you a message, rather than waiting for you to be available for a phone call during your business hours. For simple requests, this takes much burden off of both parties.

With this in place, your client can rest easy knowing there is one secure portal that they can access their information at any time and communicate with your firm for any reason. 

The Bottom Line

It is likely that online client services will become a standard feature for many Los Angeles CPA firms. While human interaction will always be necessary, utilizing online client services may save time for both you and your client.

Creating a faster, more efficient way of conducting business, an online client portal can be a powerful tool in the arsenal of any CPA firm.


Does your CPA firm offer any online client services? Let us know your thoughts in the Comments box below.


And to follow-through on the tips introduced in this short article, be sure to download your free guide, 12 Ways for CPA Firms in LA to Utilize Technology More Efficiently.


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Craig Pollack

Craig Pollack

Craig is the Founder & CEO of FPA Technology Services, Inc. Craig provides the strategy and direction for FPA, ensuring its clients, business owners, and key decision makers leverage technology as efficiently and effectively as possible. With over 25 years of experience building the preeminent IT Service Provider in the Southern California area, Craig is one of the area’s leading authorities on how small to mid-sized businesses can best secure and leverage their technology to achieve their business objectives.