Club V

Working with your CPA just got easier.

The power of the Internet is making relationships with your CPA more successful.
Collaboration suites are easy to use, and make great customer portals.

Forward thinking CPA firms are discovering many unique and creative ways uses for customer portal technology to solve real business problems and are turning their portals into opportunities to provide better service to their customers. CPAs and their customers work together in entirely new ways. They have the ability to share documents, back-up files and draft returns and financial statements.

Wherever and whenever you and your CPA need to work – in the office, on the road, even around the world, the portal keeps everyone in touch. Everything you and your CPA need is accessible from anywhere. Even remote workers will stay connected – just like they’re in the same office.

Leading edge CPAs are taking the customer portal to the next level by creating Virtual Firms. They bundle access to the portal with other traditional and non-traditional services. They enhance the customer portal experience with:

• Newsletters
• Alerts
• Personalized messages
• Articles
• Profit boosting ideas
• Videos
• Conducting opinion polls
• Discussion forums
• Scheduling meetings
• Creating shared business information databases
• Posting web links
• Making announcements
• And even web meetings and seminars

At a time when their customers are demanding service flexibility and 24/7 access, CPAs who are members of the Principa Alliance are using Virtual Firm to provide a new “on-demand” way of doing business.