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“I’m capable of spend extra high quality time with my purchasers. And since I’m extra organized and the consumer has already been capable of full a number of the paperwork via the consumer portal, the time we spend collectively is extra environment friendly for each of us.” —Peter Mar, Northwest Tax Associates.
Background
Peter Mar of Northwest Tax Associates wanted a greater approach to handle his tax apply. Safety for his purchasers was his first concern, however there have been a dozen different little inefficiencies that stored his apply from operating at its full potential.
For immediately’s consumer story, we speak with Peter about how Cover was the important thing to getting extra organized and safe, and the way his purchasers have benefited from that change.
How did you first hear about Cover?
We had been on the lookout for methods to make our apply safer. The IRS safety summit has been actually clear that safety for consumer paperwork must be a prime precedence. Which is sensible. We had been having issues getting recordsdata and paperwork from purchasers. Some folks would ship us faxes, some folks would merely connect their paperwork to an e mail. Folks had been even sending us paperwork via the mail. And we needed to attempt to maintain monitor of all that.
We desperately wanted to discover a answer to centralize and handle file transfers with our consumer base. Cover’s consumer portal has actually helped us get extra organized and talk with our purchasers extra effectively.
So the consumer portal was the characteristic that attracted us at first. However the different options and the continuous enhancements to the software program have develop into equally as vital to us.
What different options have had an impression in your apply?
The consumer survey. The surveys save me extra time than another characteristic proper now. It’s such an interactive, easy method for my purchasers to get info to me. As an alternative of strolling them via the shape personally, I can simply ship them the survey via Cover. It’s like having a private assistant begin the method for me. By the point I really begin working with the consumer, nearly the whole lot that may be automated is already performed.
For me, which means I’m capable of spend extra high quality time with my purchasers. Once they’re in my workplace or on the cellphone, I’m capable of give them a greater customer support expertise. My ideas are extra organized. And since I’m extra organized and the consumer has already been capable of full a number of the paperwork via the consumer portal, the time we spend collectively is extra environment friendly for each of us.
Extra About Peter
Peter Mar has been a federally licensed Enrolled Agent since 1996 and is licensed as a Tax Advisor within the state of Oregon. Peter has additionally served as previous President of the Oregon Society of Enrolled Brokers.
Cover is a one-stop-shop for your whole accounting agency’s wants. Join free to see how our full suite of providers may help you immediately.
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