A modern firm website means never sacrificing form or function
“One of the best things about working with the Rightworks Academy team is that we didn’t have to reinvent the wheel. They already figured out how to offer clients a place to do business with their Client Center,” Shannon explained. “All my clients have to do is click the Client Center button, and they can easily log in to their portals and access QuickBooks, QuickBooks Online and Bill.com. And as we grow and add additional services, we know the site can scale to accommodate them.”
Very few of Shannon’s clients have used online CPA services before, so this year the firm is easing into the transition by using portals to deliver tax returns. Clients are required to register for portal access—a move that Shannon is expecting will help clients understand the value of having 24/7 access to their information and the ability to “visit” her firm when needed.
Shannon is also an avid fan of Rightworks’ integrated team approach, which helped to ensure that her brand was properly supported by her website. “I also had Rightworks create my logo, and I use their outsourced marketing service, Marketing Solutions. Everyone on these teams talks to one another, and that ensured that my logo and marketing messaging aligned with my new website.”
“Having a reliable and beautiful website built on a proven platform makes it really easy to support clients with online accounting services.”
A website built for maximum firm performance
With her firm’s new website up and running, Shannon is excited to have found a solution that, as she shared, “Is a totally perfect fit.” She continued: “Our website captures exactly the kind of firm we want to be.”
Another plus, according to Shannon, is the ability to quickly update their website with new information by simply submitting a request to the Rightworks web team. This, along with scheduled, automatic blog updates keeps the website fresh.
“You get so much with a Rightworks website. It really is the whole package,” Shannon stated.
Shannon is confident that her clients will appreciate working within a collaborative online environment. “Having a reliable and beautiful website built on a proven platform makes it really easy to support clients with online accounting services. It’s something that will differentiate our firm now and help us keep up with client service expectations in the years ahead.”