Accountants and Advisors North Concourse Beaumaris Victoria Bruce Edmunds & Associates
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Leaders in the field
For many years we dreamed of creating a best practice document delivery system for the exclusive use of our cleints and those associated with them.
Our client portal was born to provide this service. Very few accounting firms offer this service and virtually none offer the security, control and flexibility of the system we have created.
The client portal and the manner in which it works is industry leading and has been acclaimed as the template for the way forward in document delivery.
We have offered this to client now since 2009. Many accountants will not be in a position to offer this service for many, many years.
We have worked hard to create this and you as the client can use this industry leading service free of charge. We do this to offer you the best.
How often do you access our client portal?
Please select...
Weekly
Monthly
Bi Monthly
Quarterly
Half yearly
Annually
Never
The purpose of the portal is to give clients convenient 24/7 assess to documents. Do you think the portal has acheived this for you?
Yes
No
If the portal has not acheived this, Why?
We initially had problems with client access to the portal because of technical shortcomings. If you have used the portal in the last 6 months have things improved?
Initially only Microsoft';s Internet Explorer could be used. Today, the most popular browsers including Firefox, Safari and Chrome can be used on the portal
Yes
No
What else would you like to see on the portal? This could be documents, Tax File Numbers, job progress etc..
What area(s) have you have most difficulty with in using the portal.
You can select more than one option.
Logging In
Finding documents you review and sign
Finding your older documents
Finding newsletters
I've had NO dufficulties
Overall, how would you rate our client portal
1 =Unusable , 2=Poor, 3=Average, 4=Good, 5= Excellent
1
2
3
4
5
Any other comments you'd like to make about the portal?
If we could help you with the portal or you would like to tell us more, please provide your email address below.
Please provide your name to help us contact you
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