A client portal has now become a necessity for business accounting departments and accounting companies.Client portals help in doing away with the need for sending out sensitive client information over e-mails. Most businesses now-a-days prefer a client portal for their payables process.This gives them access to important information on a periodic basis.

1. What is a client
portal ? What are its
benefits ?

2. What is a Client Portal?
● A client portal has now become a necessity for business accounting
departments and accounting companies.
● Client portals help in doing away with the need for sending out
sensitive client information over e-mails.
● Most businesses now-a-days prefer a client portal for their payables
process.
● This gives them access to important information on a periodic basis.

3. (Contd.)
A client portal is very simple to use. The client can simply login with their
username and password to review all kinds of financial information that
includes:
1. Financial documents such as invoices, estimates and purchase orders
2. Financial statements and tax returns
3. Making payments online

4. Benefits of a Client Portal

5. ● The client can easily upload important financial documents onto client
portal, as and when required.
● No need to organize meetings to discuss or communicate important
issues faced by the client. The portal provides a messaging system to
solve queries can communicate in a timely manner.
● With a client portal in place, a business can easily achieve the optimum
number of billable hours for the business. Since a client portal reduces
communication with the client, one can focus on other activities and
business development.
● A client portal makes the client servicing processes, much more cost
effective and efficient.

6. ● A client portal provides an opportunity to completely customize the
experience for the users. This goes a long way in enhancing the user
experience.
● A client portal makes project management extremely simple. It helps
in collaborative project management for the client by creating client
groups related to the project.
● The client portal is a cloud based solution and the clients can easily
access them from anytime, anywhere.
● The client portals simplify all client information in one place. The client
can easily access any of that information.
● Client portals are helpful in managing can scaling up the customer
relationship management process.
● Client portals make the process of client servicing quick and
productive.

7. Get A Dedicated Client Portal
From Invoicera
Here are some of the key features of a client portal from Invoicera.
● Complete and secure document management
● Manage all your clients and vendors with ease
● Simplified account management and cost cutting
● Instant generation of financial reports for better financial
management
● A portal strategy that is customized for your business requirements
● Complete and simplified document management

8. ● Choose an Invoicing solution like Invoicera to develop a customized
client portal for your invoicing requirements.
● Invoicera provides complete strategy and development of your
personalized client portal for better business results.

9. Know More

10. Thank You