Show Me: Client Only Area

Strengthen client relationships, reduce costs and win new business with the PracticeWEB Clients Only Area Service.

Clients Only Area (COA) service will begin to transform your website into a virtual office, enabling you to interact with your clients 24 hours a day, 7 days a week - in total privacy.

The internet has proven to be a highly efficient medium in for many types of client-firm interaction and today’s clients have come to expect such service from their accountants.

For you the potential benefits are considerable:

• Save time on routine tasks


• Reduce administrative costs


• Cut turn around time


• Strengthen client relationships


• Attract new clients


• Eliminate the need to work with third party software providers

Building on the highly successful PracticeWEB platform COA presents you to clients and prospects as a progressive and innovative firm providing state-of-the-art client service.

When you subscribe to the COA service you simply choose the modules you want to add to your site and we set it up.

Choose from:

• Secure Document Exchange


• Download HMRC forms


• Download VAT forms


• Download Companies House Forms


• Online Company Formations


• Business Profit Improvement Centre


• Online Client Services


• Dividend Calculator


• NET to Gross PAYE Calculator


• Payroll ASP


• Fee Policy Presentation

This is just the initial suite, and more modules will be added on a regular basis.
Once you have added the modules on to your site you simply use your Admin area to determine which clients have access. This makes the COA a premium service that you can reflect in your service mix and fee structure.

For more details of the Clients Only Area and to arrange a demonstration please Contact us