What it means
Putting the client first, or as some may put it, ‘at the heart of your practice’, means you are focusing on their needs. Building your practice this way means it will best serve their interests and be responsive to their needs.
Why is putting the client at the heart of your practice important?
Clients want to engage with accounting firms that not just understand their needs but are able to proactively help them support their business goals. Today’s business environment is competitive and requires organisations to always plan ahead. Coupled with this, are the increasingly complex regulatory requirements that clients have to adhere to when doing business.
Maintaining a good client relationship also helps build trust, which eventually leads to long-term client loyalty and healthy business growth for them and your practice.
How do you achieve it?
Maintaining an interactive and personalised environment is key to ensuring a great client experience. Digital technology is rapidly transforming client experience and reshaping the way a practice is managed, as well as how they interact with clients.
Clients, for their part, are becoming increasingly savvy in leveraging digital technology in their day-to-day lives – be it via the numerous apps they use on their smartphones through to interacting with others using social media.
Digital technology enables clients and firms to easily share information, enabling the accountant to be responsive to a client’s needs and bringing in the flexibility and proactiveness that clients leverage in their own businesses.
But only focusing on digitising the way firms interact with clients would fail to achieve much, without also reviewing and digitising practices’ back office. By introducing digital workflow technology in its operations, a firm is able to not only improve its employee experience and be more productive, but also sustain its goal of putting the client at the heart of its practice.
One Paper Lane is helping accounting firms of all sizes digitise workflow and automate their practice areas and client management work – one process at a time. You get more than cutting-edge technology with One Paper Lane, plus our willingness to work alongside firms, help them review and map processes and bring in custom solutions as needed.
Who we are and what we do
We are One Paper Lane, the digital process automation and collaboration platform of the future. We are launching in the UK at Accountex on stand 490.
Our technology will enable you to streamline, automate and improve your processes. It can work together with your existing software, apps and tech tools. Our specialists also help you implement these improvements.
We have already helped accountancy and other professional services firms increase productivity and improve both the client and team member experiences.
Visit us and our UK partner, practice advisers Foulger Underwood, at Accountex. Alternatively, for more details, contact Julia Whistler at [email protected]