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Tax & Accounting28 May, 2020

Flexible client service starts with mindset

Making a successful shift to working remotely isn’t linked to the size of the practice. It’s more about mindset. Wolters Kluwer, Tax & Accounting UK MD, Matt Crook shares his experience in navigating this flexible mentality.

For firms that have spent recent years investing in their IT, the transition to remote working during the coronavirus lockdown has largely been business as usual.

Ten years ago, this might not have been the case, but with better internet connectivity and cloud-based applications, the operational transition has become more manageable.

There has been a geographical aspect for some firms – perhaps those living in rural areas who may not have great internet access – but once those more rudimentary challenges were remedied, most of our customers have been able to function at the same level because their internal infrastructure is already equipped for effective remote working.

The new working environment imposes some challenges on internal working methods and processes, but one of the biggest culture changes has been around communication internally and externally.

We’re all familiar with live YouTube sessions and Zoom meetings, but there is a danger that many of these virtual events turn into passive “show and tell” sessions that leave attendees feeling disengaged.

Connect with clients

More importantly, we’re hearing more from customers about how critical it is to connect directly with clients – and give them answers in the moment. In previous face-to-face encounters accountants usually relied on a physical file or set of accounts that would then be discussed at the meeting. With remote interactions, clients expect to be able to access shared information on-screen and to have meaningful discussions about specific numbers and transactions.

If I’m a client, I want to have one meeting to answer my various questions. If you’re able to see all the detail in one place and query data live, clients get what they need from their accountant on the spot. They also have a more satisfying experience and achieve real value for money.

Faced with the pressures and emergencies of the coronavirus outbreak, business owners and managers are turning in larger numbers to their accountants for wider business advice, such as how to manage cashflow, prioritising payments to suppliers, establishing what government assistance is available to them and so on.

This surge in demand for advisory work has pushed many accountants into new advisory territories. Yet as the volume of client queries has surged, the accountants who were able to have those conversations with clients were able to drill into fine detail and the minutiae of transactions and trends in a speedy, efficient manner.

This is where technology can help with end-to-end digital processes for document access and practice management to support those advisory conversations. More efficient systems free up more of the accountants’ time to deliver what their clients really need from them right now, which is great advice. It’s all about being a trusted business partner.

Ultimately, our customers are showing incredible resilience in these challenging times and I greatly admire the part they are playing in keeping society running. At Wolters Kluwer Tax & Accounting UK perspective, we’re committed to being their partner and helping them and their clients through rapid and fundamental change in the days and weeks ahead.

If you are already a customer, make the most our software with this Bitesized video series, offering quick tips on various aspects of our products, starting with CCH Personal Tax and CCH Central Workflow. These videos are free for our customers to access through the My Learning Portal.

New to Wolters Kluwer? Online file transfer, messaging and collaboration may be the answer to navigating these challenging times and CCH OneClick has tools to help you with all of these functions. Join this webinar with Natasha Kobrak who will explain and demonstrate what CCH OneClick can do, with some guidance on best practice and answering your questions

We’re experts in providing information, software and services to tax executives who work in complex, compliance-driven environments.  Our innovative and mobile technology provides the information that tax, accounting and audit professionals need to make accurate decisions, comply with legislation and to increase the efficiency of their operations. We support our customers by offering expertise from our in-house team of finance professionals, ex-accountants and developers.
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