Background

Managing purchasers — and the inevitable mounds of paperwork that accompany them — is a formidable process for any follow. However when most of your purchasers don’t even dwell in the identical time zone, that process takes on an entire new stage of complexity. We spoke with Robert Azar of America’s Alternative Bookkeeping and Tax Providers about how Cover permits him to simply handle purchasers and paperwork irrespective of the place the purchasers dwell, and why his purchasers love utilizing Cover’s portal.

Inform us a little bit about why you began utilizing Cover.

I’m utilizing Cover as my major device to work with purchasers from everywhere in the United States. Since now we have a nationwide shopper base, our purchasers can’t simply swing by and drop off a duplicate of their W2s. So, we needed to discover a method to switch recordsdata conveniently and securely. Attaching recordsdata to an e mail is a giant no-no — handy however not safe. So the plain reply is a shopper portal.

After all, there are many different shopper portals on the market, however they’re not very user-friendly. I’ve received over 400 purchasers utilizing the portal, so I want one which’s user-friendly. The one we tried earlier than Cover was an absolute catastrophe.

That’s not the case with Cover. Not solely is it straightforward to make use of on my finish, however I get nice suggestions from my purchasers. They adore it.

How do you employ Cover on a day-to-day foundation?

It’s the first method we maintain in touch with our purchasers. It’s easy for them to enroll and add all of the paperwork we have to the portal. It’s additionally straightforward for them to evaluate the ultimate paperwork we put together for them — a tax return or monetary assertion or no matter we’re doing for the shopper. It’s additionally a handy place to retailer these delicate paperwork in order that the shopper has easy accessibility to them ceaselessly.

How have your purchasers responded because you’ve began utilizing Cover?

Our purchasers love Cover. It’s really easy for them to register for the portal and add their paperwork there. After all, there’s no different great way for us to change paperwork with nationwide purchasers, however even our native purchasers love the portal. They’ve busy lives. Cover makes it in order that they don’t even have to come back by the workplace. They’ll simply add their paperwork from their house pc, fast and straightforward.

Extra About Robert

Robert brings over 35 years’ expertise on working with and serving to small to medium sized companies with their accounting and tax wants. He’s made a profession out of educating CPA’s and Accountants everywhere in the US the way to market to and work with small enterprise purchasers.

Cover is a one-stop-shop for all your accounting agency’s wants. Enroll free to see how our full suite of companies may also help you at the moment.