Easy accountant to client communication is important for a number of reasons. As an accountant, you may not have access to the day-to-day operations of the businesses you help. Furthermore, as a specialized professional you use a vocabulary that is unfamiliar for many people.
Let’s take a look at some communication apps that will make the process of helping your clients with their taxes or other accounting services a whole lot easier.
Accountant Communication App #1: Zoom
Part of the problem facing accountants communicating with their clients is the use of professional jargon. There’s a lot of language surrounding the business of numbers that is bound to fly over your client’s head. Some demystification may be necessary.
Zoom offers video conference calling and screen sharing between users, which is useful if you need to break down a series of figures, or a page of information. One party can establish screen-sharing mode making their computer screen visible to the other. From there, you can navigate different pages, and allow amendments and drawings by the other.
Zoom lets you have face-to-face meetings even if you live on opposite sides of the world.
Accountant Communication App #2: Skype
Although Skype’s star has slightly faded over recent years, the once go-to communication app still has several qualities that make it a contender today.
When Microsoft bought out Skype, many saw it as the beginning of the end. However, because of its connection to Microsoft, Skype now offers near flawless integration with their Teams software. Where once it was a standalone app, Skype is now part and parcel of a larger network of work organization software, which greatly reduces the time and hassle of switching modes.
Furthermore, Skype is free, giving it a bit of an edge on Zoom if you’re not willing to spend about $20 per month on a subscription.
Accountant Communication App #3: AirSend
Slack has held the top position in corporate communication for quite some time now, but the problem with Slack is that it was built for internal collaboration and not client communication. Slack’s workspaces make it clunky and difficult to use when handling multiple clients.
AirSend was built specifically for professionals who work with clients, so accountants can communicate seamlessly with clients across organization boundaries. In addition to easy messaging and file sharing that works with email, AirSend a great app for accountants because it has the ability to create actions and organize files.
Ready to get work done?
The ability to easily communicate with clients is important as an accountant. With these app suggestions, you should be able to better communicate and collaborate with clients to get work done.
AirSend is a versatile digital workspace for accountants to share files, send messages, and complete tasks. See how AirSend can help you as your business grows here.