Checklist for Bookkeepers: Client Portal & Document Management Solutions
You didn’t become a bookkeeper to spend your workday (or weekends) chasing documents, worrying about data security, or being chained to your desk.
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You became a bookkeeper to help businesses succeed, to solve problems, and to make a difference. But instead of focusing on what matters most – serving your clients – you’re stuck managing an endless stream of paperwork and juggling countless email threads. You deserve better than wrestling with disorganized files and poor workflows.
Imagine a solution that:
- Eliminates the paper chase once and for all
- Keeps client documents organized and secure
- Makes collaboration effortless
- Gives you back hours in your week
In this checklist, we break down everything you need to consider when choosing a document management and client portal solution, including:
- Essential features for bookkeeping workflows
- Security and compliance requirements
- Client collaboration capabilities
- Integration requirements with bookkeeping software
- Vendor evaluation criteria
- Implementation considerations
