Every so often, we have a client who decides to take advantage of so-called “bundled services” (kind of like bundling cable TV with telephone and internet services). Such “bundles” typically are offered by asset managers, financial planners, estate planners and other investment advisors, under the guise of “being part of the service.” But just what is that “service,” anyway?
A recent article in the CPA Practice Advisor cites a study of 2,234 people, conducted by “audio branding specialist” (whatever that means exactly) PH Media Group, which concludes that less than 24% of Americans who contact their accountants via telephone are satisfied with the manner in which their calls are handled. The article goes on to infer that as a result, accounting firms score an F in the area of phone skills this post.
Part of the site redesign plan is to incorporate client portal services, providing a facility for clients to securely upload ans download files, and get other information, uniquely tailored for them. Of course, without some form of encryption, this would not be possible. While we are still in the testing phase of our portal services, all portal pages are encrypted via SSL (Secure Sockets Layer) and our security testing has been most successful.