Ways to Boost Staff Information Sharing with Websites for Accountants

BusinessManagement

  • Author Brian Oconnell
  • Published February 29, 2012
  • Word count 582

Effective staff communication is a fundamental component of any CPA firm. In fact, one of the most notable roles for websites for accountants is the efficient communication they establish between co-workers and clients in need of assistance. An effectively constructed site will be the key to establishing a strong firm. The more communication tools you include on your website, the more your employees and clients will benefit.

The period of time between the New Year and Tax Day is very hectic for accountants. Being organized will help you successfully serve your clients in an efficient and timely manner. A streamlined communications system will help improve your company's organization. There are a few ways that you can make tax season go by quickly. One way to ease the burden of tax season is to set up a website that supports chats between co-workers. It is also important that the system will enable the sending and receiving of email. Set up a chat program that will facilitate instant messages. This will make your communications more effective. Chat programs will allow your employees to communicate with ease. It will even allow employees in other locations to communicate as effectively as if they were in the same office. An instant messenger program has many benefits. It is ideal for the office because employees can set up status messages. This saves you time that would otherwise be spent waiting for a response from your co-worker. You can leave a typed message on your co-worker's screen and return to your work until they respond. Instant contact between co-workers will allow for a more efficient office. Tasks will be completed more quickly than they would if employees weren't able to be in instant contact.

Networking is essential to accountants. It's important that professional websites for accountants should allow you and your co-workers to establish a networking website on your company's network. It's all about networking with co-workers, clients and others in your industry. Today's world is increasingly mobile. Your website should be capable of supporting communication for employees who are away from the office. This would allow employees that work from home to access the company's network and communicate on tax law, deadlines and client issues.

LinkedIn is another valuable tool for any accountant. The accountants at your firm should all have a LinkedIn profile because it will allow them to send and receive referrals. It's also a helpful resource in communicating with clients and opening the doors for new prospects. Start a private group on the site once all of your co-workers are members. A company group will be ideal for information sharing and making contact with your colleagues. Accountants and CPAs can greatly benefit from this simple way of connecting with colleagues. A lot of accountants use LinkedIn to brainstorm with colleagues, even those who are scattered throughout the state, region or country.

One last element that all websites for accountants should have is an organized way to manage clients. A customer relationship management program is an effective way to organize client information. This is essential to receiving client feedback or prospective client information from colleagues. Additionally, it will allow you to track your conversations with co-workers and keep organized records of everybody's email addresses, documents, telephone calls and any business deals that are made between accountants and clients. It is an in depth system that will allow you to stay well organized and functioning smartly even in the most hectic months when every second is important.

Brian O'Connell is the CEO and founder of CPA Site Solutions, one of the country's leading edge businesses dedicated exclusively to designing outstanding websites for accountants. His firm presently provides websites for more than 4000 CPA, accounting, and bookkeeping firms.

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