Customer Service for Accountants
Key Customer Service challenges facing Accountants
Get closer to your customers and form a loyal clientele
Having a smooth and omni-channel customer experience is very important. It is the key to retaining and building healthy and sustainable relationships with your customers. The accounting profession is evolving and including increasingly more consulting services. Make the most of your new points of contact to better understand, anticipate and effectively respond to all requests.
Digitalising Customer Service
Customer expectations are evolving in line with the digitalisation of our society. It is important to adapt your services to generations that have grown up with the Internet. Give your customers autonomy by establishing a customer service extranet designed specifically for them. Reduce low-value added activities with a comprehensive and integrated Customer Service system for all your business processes.
Integrating new services
The accounting profession is constantly evolving, as customers are increasingly expecting turnkey services which are characterised by an integrated and multi-channel customer experience. From the moment they walk in the door, right up until they leave, customers must experience a smooth and practical experience where they feel they can always access documents, make requests and track all communication with the accounting firm. A web portal of services is the final touch to the digitalisation process for accounting services.
Visiativ Customer Service's answers for accountants
Optimised Processes
Digitalise processes for managing requests through our collaborative platform. Introduce automated management for your Customer Service department to fully integrate your business processes.
Engage your customers
By integrating our Customer Services web portal, you are improving your relationship with your customers by making it easier for them to access documentation, facilitating document sharing and by offering new communication channels (instant messaging, video chat, invoice requests, etc.)
A Unique Portal
Bring your customers together over your accounting firm's services with a web portal and enjoy a learning chatbot and 24/7 access. Introduce better customer service and see the results.
