10 Jul Staying connected with clients and external partners remotely using EverLeagues
Staying connected with clients and external partners remotely using EverLeagues
With remote work now becoming standardized, most accounting firms and CPAs are now having to manage partners and clients away from the office. Many are starting to wonder how relationships at work will move forward when working in person or meetings aren’t possible. EverLeagues allows you to set up a virtual workspace, where you, your partners, and your clients can work together remotely.
Once inside your organizational space, staff, clients and external partners can communicate and collaborate, whether it is sharing files or having video conferences. EverLeagues allows you to maintain your firm’s productivity and efficiency while working remotely. Below we will describe some tips on how to keep your team and clients in the loop while working away from the office.
1. Getting your organizational space setup and aligned with your communication expectations.
When just starting with EverLeagues you want to begin with creating your organization and inviting users with different roles into your organization. Once users are signed in, they can send direct messages, group chat, or set up video conferences all while staying on a secure platform and maintaining their privacy.
As an administrator, you can also create “Teams”. A team can be for a work group, a project or any user defined task force, such as Project X team or IP service team. Each team created, EL will automatically assign a channel. Team members can post articles, work products or any files inside channels. Team members can also comment on other members’ work or topic discussions. Channels can be “public” or “private”, which allow a team channel admin to decide the members visibility and commenting ability. For example, a real estate agent who posts an open house event doesn’t want potential clients to be connected with each other, the agent could turn the member visibility off when the agent sets up the team.
2. Get your clients onboard and assigned to respective team members
Working with different partners, clients and offices can seem like a logistical nightmare. Having to set up separate video calls from different apps and with different people might seem like a complicated task. EverLeagues simplifies this by having all communication and contact points in one platform. With your organization set up, you can send an invite to any client, team member or other partners to join your organization. Once invited you can assign them to a certain team member or channel. You have full control of what office or department you want to assign anyone to.
Onboarding clients or external partners is simple. You can arrange video conferences with the click of a button on EverLeagues for up to 30 people at a time. Go over onboarding procedures live on video or simply have them check out our simple to follow user guides.
3. Setup Weekly Conferences and keep clients in the loop
Staying in the loop is an important part of any organization. Accountability and productivity are two factors that can change when working remotely. Use EverLeagues to set up weekly video conferences to keep everyone in the loop on any projects or keep clients up to date.
You can also use this time to catch up on any new documents that need to be updated or signatures that need to be captured. Use the free PDF scanner to quickly scan any document forms and share them with anyone. The PDF form scanner comes free with EverLeagues and allows you to scan an unlimited number of documents.
4. Keeping track of revenue and expenses
No firm can stay afloat without keeping track of finances and expenses correctly. This rule applies to almost any business. EverLeagues was created by accountants, so we specifically added features such as the income and expense tracker to securely keep track of finances. Any receipts, invoices, taxes, or other relevant files can be dropped into the income and expense tracker to keep track of finances. This lets you share expenses and track finances with clients or external partners.
This is also great for any organization or company that has an outside accountant who needs access to their finances. For example, if an outside vendor has an invoice or receipt that you need, they can be invited into EverLeagues where they will be able to use the free PDF scanner to scan the form and send you a copy of the receipt.
With EverLeagues income & expense and mobile PDF scanner tools, information collection from clients can never be easier than before. It helps accountants’ offices complete Schedule C, Schedule E and other business tax forms much more efficiently, resulting in a much higher profit margin for the accountants office.
Get Your Partners and Clients on EverLeagues with a Free Trial Today
Working remotely is now becoming the standard, but not every remote access tool works at the same efficiency. Solutions that require many apps that are not closely integrated to get jobs done will greatly reduce productivity. EverLeagues allows for better organizational management, communication while providing all the features and benefits needed for CPAs to collaborate with clients and their team members while working remotely. Start today by signing up today for a Free Trial and make sure to invite all your clients, partners, and team members to your organization. Start saving time and increase profit for your business now!
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