Are portals part of your client service strategy yet?
In this series of soundbites from his keynote speech at the annual CCH users’ conference, CCH Wolters Kluwer CEO Kevin Robert starts by challenging accountants to understand their clients’ service needs. He argues that portals are now an essential part of delivering a full range of client services, delivered the way the client may prefer:
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He says accountants must consider options other than face time:
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Robert says “a higher service value” must be customized to the client:
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He argues for better connections using every possible tactic:
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Portals may be part of the answer:
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