5th July 2014

Prime Global

Working Together

Portal TechnologySimon Cooper CCH

Lee Bennett CCH

Why the need for a Client Portal?

Practices—want to work more closely with their clients—are looking for new ways to sell more services to their

clients—Practices are looking at issues of data security

Clients of Practices—are requesting easy and secure methods of exchanging

data and documents with their advisers—Clients want access to key financial data and reports

held by their accountants without paying for their time to access

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Associations – client relationships

An individual may have several relationships with the practice

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As himself

As company director

As trusteeFor his

family

For his parents

Responsibilities – the client team

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Client

Client Partner

Client Manager

Assignment Manager

Assignment Partner

Caseworker

CCH Portal – Electronic Approval

The facts—HMRC don’t need “wet signature”—Nor do Companies House

Key requirements—Clear identification to clients which documents need approval—Easy approval process for clients—Clear audit trail

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CCH Portal

Lee Bennett

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CCH Portal – benefit statements Secure data exchange (drop box and email are not secure)

Personalised communication with every transaction

Fully integrated with the Central suite

Complete Client file – everything you do is all in one place

Live feed of Client messages straight to your desktop, removing the clutter of email and ensuring Client communications take priority

One portal supporting the whole relationship

Client access 24/7

Secure document exchange making practice more efficient and cutting postal costs

Projects a forward thinking modern practice

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QUESTIONS

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