How the Client Engager app helps us improve customer service

Clients can download the app on smartphones or tablets as well as on desktop PCs. An easy guide helps create their login, with a choice of face ID or fingerprint recognition for easy access. Once it’s set up our clients can: 

 

We like to keep our clients informed and automated updates and reminders help make sure they won’t miss important things. These days, there’s no need to manually add data to keep financial records up to date. Keeping everything in one place means we can all share the same accurate information in real time. As businesses grow, it’s also much easier to scale up financial reporting to meet changing needs. 

 

Accurate information. Storing information in different places makes it difficult to keep everything up to date. Spreadsheets, email folders, whiteboards and multiple software solutions add unnecessary complications. With Engager, we collect all our clients’ information in one place in real-time dashboards. We can see key financial performance indicators, current details, and reports. We can provide the latest information for fast and informed decision making. 

 

Working together. Anyone in our team can access and update financial information, so someone is always on hand to help. With secure client portals and integrated communication tools it’s easy to share data and streamline workflows. Clients receive automatic notifications as soon as we add new documents to review. 

 

Security. All businesses are at risk from cybercrime. Strong security keeps sensitive financial information safe. Advanced security features such as encryption, regular backups, and strict access controls protect client data. 

 

Room to grow. As businesses grows systems and processes become more complex. Client Engager helps us keep pace with clients’ needs through automation and integration with software like Xero. 

 

Meeting deadlines. We can automatically send you reminders when it’s time to upload information for your year-end accounts, for example. You can easily add information about your income and expenditure for your self-assessment tax return too. It’s all in one place and you can see and sign your returns as soon as they’re ready. It saves everyone time, improves accuracy and helps to meet deadlines. 

 

Continuous improvement. Our aim is always to provide excellent customer service. We can track our performance using Client Engager to help us find ways to improve. We can monitor our workflows and find opportunities to increase efficiency.