{"id":7429,"date":"2020-07-13T20:05:31","date_gmt":"2020-07-13T20:05:31","guid":{"rendered":"https:\/\/www.ringcentral.com\/small-business\/blog\/?p=7429"},"modified":"2025-03-13T06:25:10","modified_gmt":"2025-03-13T13:25:10","slug":"accountants-working-from-home","status":"publish","type":"post","link":"\/us\/en\/blog\/accountants-working-from-home\/","title":{"rendered":"How remote accounting firms can stay in touch with clients"},"content":{"rendered":"<p>Thanks to the availability of technology like <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/best-video-conferencing-for-small-businesses\/\" target=\"_blank\" rel=\"noopener noreferrer\">video conferencing software<\/a>, many professions are now able to work from pretty much anywhere they want.<\/p>\n<p>Some doctors are moving to a telehealth model (at least partially), \u201csee\u201d their patients over video, and prescribe treatment at a distance.<\/p>\n<p>And the shift is even easier for big tech companies like Twitter, which have pivoted to allowing their entire team to work from home permanently.<sup>1<\/sup><\/p>\n<p>So, what does this mean for you if you work at an accounting firm? Well, video conferencing isn\u2019t just a trend in tech and health. It\u2019s also a powerful <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/remote-working-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">remote working tool<\/a> that helps you compete more effectively for new clients and employees\u2014and hold onto both.<\/p>\n<p>Bottom line: if you can adapt to this new normal, you\u2019ll have a distinct advantage over those CPA firms that are slow to adjust.<\/p>\n<p>In this post, we\u2019ll cover:<\/p>\n<ul class=\"table-of-content\">\n<li><a href=\"#6 major benefits of accounting via video conferencing\">6 major benefits of accounting via video conferencing<\/a><\/li>\n<li><a href=\"#Ready to take your accounting remote? Read this first\">Ready to take your accounting remote? Read this first<\/a><\/li>\n<li><a href=\"#How to set up your virtual CPA office in 5 easy steps\">How to set up your virtual CPA office in 5 easy steps<\/a><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">\ud83e\udd14\u00a0 How can RingCentral help your remote accounting firm stay connected at all times? Find out with our free accounting brief.<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/brief\/accounting_solution.pdf\" data-id=\"6a081c07afa9a\" id=\"6a081c07afa9a\">\n\t\t<button tabindex=\"on\"  on=\"tap:6a081c07afa9a.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcdd Get brief<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 \u200a Get this free brief made for accounting firms. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:6a081c07afa9a.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<p><a name=\"6 major benefits of accounting via video conferencing\"><\/a><\/p>\n<h2>6 major benefits of accounting via video conferencing<\/h2>\n<p>Now that we know businesses of all types <i>can<\/i> go remote, the question we should be asking is how can remote accounting benefit your business <i>beyond<\/i> COVID-19?<\/p>\n<p>Maybe you\u2019ve already seen some short-term rewards of accountants working from home in the past few months, and you\u2019re wondering if you even need to go back to a traditional office arrangement. Maybe you\u2019ve been keeping clients satisfied with phone calls during this time, but everyone misses that more personal, face-to-face approach when discussing important money matters. Whatever\u2019s brought you to this post, here are some of the ways video conferencing can pay off for accounting firms:<\/p>\n<h3>1. Hold onto your hard-earned income<\/h3>\n<p>Outdated processes raise costs and lead to lost revenue over time. With the right cloud-based <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/communication-channels\/\" target=\"_blank\" rel=\"noopener noreferrer\">communication channels,<\/a> you can integrate all of your financials, <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/project-management-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">project management tools<\/a>, and customer relations processes into one place, which saves you time and money.<\/p>\n<h3>2. Reach a wider audience of potential clients<\/h3>\n<p>Instead of drawing only clients from your limited local geography, you can bring in clients from anywhere with video conferencing. This opens a world of possibilities you might not have been able to access offering in-person services alone.<\/p>\n<p class=\"p1\"><i>\u200b<\/i><a href=\"https:\/\/www.ringcentral.com\/remote-readiness\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-45676\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/Banner-Image-for-Blog-Promo.png\" alt=\"Remote Readiness CTA\" width=\"695\" height=\"247\" \/><\/a><\/p>\n<h3>3. Stay competitive by meeting your clients\u2019 changing expectations<\/h3>\n<p>We\u2019re living in the Experience Economy, where people choose what they consume based on how they feel, even more so than how their wallet feels. And when it comes to people\u2019s finances, knowing you\u2019re there for them, wherever they are, is priceless. If you can offer safe, secure, remote video meetings with clients, you\u2019ll make something in their life easier. And that always feels good.<\/p>\n<p>What if you could easily set up recurring or ad-hoc meetings to talk about your clients\u2019 financial needs, safely share sensitive documents back and forth, and even include other stakeholders who might need to be kept in the loop?<\/p>\n<p>All of this adds up to a measurable competitive advantage for you over the firms who only take meetings on site. And you can do all of this with RingCentral Video:<\/p>\n<h3>4. Increase trust with a face-to-face connection<\/h3>\n<p>While phone calls to discuss your clients\u2019 finances can work to some degree, humans are visual creatures. Ultimately, we want to see and be able to talk to someone face-to-face. If you\u2019re looking to offer the convenience of accounting services delivered to your clients\u2019 homes, you might need to include the option for <a class=\"waffle-rich-text-link\" href=\"https:\/\/www.ringcentral.com\/video-call.html\">video calls<\/a>.<\/p>\n<p>Video conferencing can help you increase trust both through letting your clients see your face more often, and also by being able to provide them more value in your calls by physically presenting client information. You and your clients can share presentations and your screens with each other as well as your smiling faces, so everyone is on the same page. (Learn more about different options for <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/screen-sharing-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">screen sharing software<\/a>.)<\/p>\n<hr \/>\n<p>Want more WFH tips? Download the <strong>Remote Work Checklist.<\/strong><\/p>\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/start_a_business_checklist.pdf\" data-id=\"6a081c07afbd7\" id=\"6a081c07afbd7\">\n\t\t<button tabindex=\"on\"  on=\"tap:6a081c07afbd7.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\u2705 Get the checklist<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">Remote Work Checklist: Start your remote-ready business in 10 steps<\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"DOWNLOAD\">DOWNLOAD<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:6a081c07afbd7.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Thanks for downloading our Remote Work Checklist! Visit the RingCentral blog for more practical tips for your business.<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<hr \/>\n<h3>5. Retain more clients for the long haul<\/h3>\n<p>As generational shifts occur, it\u2019s becoming more important than ever to put work into retaining your clients. Why? Millennials and Gen Z are two generations <a href=\"https:\/\/www.ringcentral.com\/customer-communications-trends-report\">who have no problem walking away<\/a> from a company that falls short on service:<\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/customer-communications-review\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-7432 size-medium\" src=\"\/us\/en\/blog\/wp-content\/uploads\/image5-120-533x400.png\" alt=\"Graph: Losing customers\" width=\"533\" height=\"400\" \/><\/a><\/p>\n<p>The easier you can make life for your clients today, the more likely they\u2019ll be to stick around. Offering the option to video conference about their taxes or other needs from the comfort of their homes, on any device, could be a big step in the retention direction.<\/p>\n<h3>6. Improve employee satisfaction and retention<\/h3>\n<p>Did you know it can cost anywhere from six to nine months of an employee\u2019s salary to replace them if they quit?<sup>2<\/sup> Similarly to when they\u2019re shopping around for goods and services, people today want to feel good about the place they work. If they don\u2019t, they\u2019ll leave.<\/p>\n<p>Creating a more flexible work\/life balance for your accounting team might be one way to keep your best and brightest on hand while protecting your bottom line. With the right video conferencing software, your team can stay in touch with each other and their clients from anywhere, for greater job satisfaction. And as you know, happier employees usually make for happier customers.<\/p>\n<div class=\"box\"><a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/mowery-schoenfeld-customer-story\/\" target=\"_blank\" rel=\"noopener noreferrer\">READ MORE: \u201cHow One Accounting Firm Embraced the Future of (Remote) Work &amp; Grew Its Business\u201d<\/a><\/div>\n<p><a name=\"Ready to take your accounting remote? Read this first\"><\/a><\/p>\n<h2>Ready to take your accounting remote? Read this first<\/h2>\n<p>As an accounting pro, you might already be thinking about the security and safety of your clients\u2019 private information when it comes to accountants working from home. And you\u2019re right! Just any old communications software won\u2019t do when it comes to a field as sensitive as finance.<\/p>\n<p>If you want to offer your clients both convenience <i>and<\/i> peace of mind, be sure you find the most secure platform for your remote accounting team. One way to do so is to vet the platform in question for independent audits of their industry-specific security standards. For instance, <a href=\"https:\/\/www.ringcentral.com\/technology\/security.html\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral\u2019s platform is regularly reviewed<\/a> against the regulatory and compliance requirements set forth by the American Institute of Certified Public Accountants.<br \/>\n<a name=\"How to set up your virtual CPA office in 5 easy steps\"><\/a><\/p>\n<h2>Setting up your virtual CPA office in 5 easy steps<\/h2>\n<p>Now comes the fun part: setting up your accounting firm for video conferencing. Follow these steps, and you\u2019ll be on your way to offering even more delightful service to your customers and a more flexible work experience to your employees.<\/p>\n<h3>1. Find the right service for you and sign up<\/h3>\n<p>There are tons of video conferencing platforms for businesses out there for you to explore. For example, RingCentral Video lets you join video calls from your browser without needing to download anything at all, and we\u2019ve already talked about the accounting-specific security standards our platform meets.<\/p>\n<p>Plus, the app has a built-in phone system with all the features a good accounting firm needs, like:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/features\/voicemail\/overview.html\">Voicemail<\/a> \u2014 This isn&#8217;t just your average phone voicemail. With RingCentral, you can have visual voicemail (for when it&#8217;s more convenient to read your voicemails instead of listen to them) and even get your voicemails automatically sent to your inbox.<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/solutions\/professional-services.html\">A business caller ID<\/a> \u2014 Using your personal phone to make client calls? This will shield your personal number and display your <a href=\"https:\/\/www.ringcentral.com\/business-phone-numbers.html\">business number<\/a>!<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/features\/call-forwarding\/overview.html\">Call forwarding<\/a> \u2014 Route incoming calls to any (or all!) of your devices, any department, and any location\u2014ringing them sequentially or simultaneously. You&#8217;ll never miss a call again.<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/features\/auto-attendant\/overview.html\">Auto-attendant<\/a> \u2014 No receptionist? No problem. The auto-attendant acts as a virtual receptionist service, greeting your callers and routing them directly to other people on your team.<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/industry-solutions\/professional-services-firms-cloud-phone-systems.html\">And more&#8230;<\/a><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how accounting firms are using RingCentral to provide a great client experience even while working remotely works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udcb0<\/span> You can also <a href=\"http:\/\/www.ringcentral.com\/roi-calculator\"><span class=\"s2\"><b>use this calculator<\/b><\/span><\/a><b> <\/b>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other, clients, freelancers, and more.<\/p>\n<hr \/>\n<h3>2. Integrate the software with your calendar<\/h3>\n<p>If a new <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/communication-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">communication tool<\/a> adds extra steps to your process, is it worth the hassle? We don\u2019t think so. RingCentral integrates seamlessly with your calendar of choice (<a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-microsoft-outlook\" target=\"_blank\" rel=\"noopener noreferrer\">Outlook<\/a>, <a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-for-google-calendar\" target=\"_blank\" rel=\"noopener noreferrer\">Gmail<\/a>, you name it) and is a breeze to get up and running:<\/p>\n<h3>3. Start scheduling those client meetings<\/h3>\n<p>Find a <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/the-best-video-conferencing\/\" target=\"_blank\" rel=\"noopener noreferrer\">video conferencing software<\/a> that plays nice with your calendar, so you have the option to add a video conference link to any new appointment you make with just one click. For example, here\u2019s how easy it is to add a RingCentral Video meeting link to your email invite in Outlook:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-medium wp-image-7434\" src=\"\/us\/en\/blog\/wp-content\/uploads\/image2-188-412x400.png\" alt=\"RingCentral Video integration with Outlook\" width=\"412\" height=\"400\" \/><\/p>\n<h3>4. Launch your meeting at the scheduled time<\/h3>\n<p>Get your e-documents in order and launch the meeting! Be sure to share your video for that in-person feeling your clients will appreciate. Use the \u201cShare my screen\u201d function to walk them through whatever financial documents need reviewing. And if you\u2019re on RingCentral, you\u2019ll experience HD video and sound, so nothing important is lost in translation:<\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/video\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-7435 size-medium\" src=\"\/us\/en\/blog\/wp-content\/uploads\/image1-217-695x380.png\" alt=\"HD video and sound with RingCentral Video\" width=\"695\" height=\"380\" \/><\/a><\/p>\n<h3>5. Ask for feedback<\/h3>\n<p>As you roll out a new feature to your clients, it\u2019s important to make sure they love it as much as you do. RingCentral comes with the ability to integrate with survey apps so you can find out what\u2019s working, and what needs adjusting, with your remote accounting option.<\/p>\n<h2>Can accountants work from home? It\u2019s possible, thanks to technology<\/h2>\n<p>As we\u2019re forced to look more closely at our financial health in this challenging time, customers are searching for new ways of using technology to learn about issues, respond quickly, and communicate with financial advisors no matter where they are.<\/p>\n<p>Video conferencing can be a helping hand extended to your clients as they navigate their own financial course, a service that sets you apart from your competitors and delights your accountants, too.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<div style=\"font-size: 14px;\">\n<p><sup>1<\/sup>techcrunch.com\/2020\/05\/12\/twitter-says-staff-can-continue-working-from-home-permanently<sup>2<\/sup>peoplekeep.com\/blog\/employee-retention-the-real-cost-of-losing-an-employee<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Thanks to the availability of technology like video conferencing software, many professions are now able to work from pretty much anywhere they want. Some doctors are moving to a telehealth model (at least partially), \u201csee\u201d their patients over video, and prescribe treatment at a distance. And the shift is even easier for big tech companies &#8230;<\/p>\n","protected":false},"author":29,"featured_media":42709,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901,18669,28378],"tags":[18346,18347,18348,18349,18350],"class_list":["post-7429","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","category-verticals","category-professional-services","tag-accounting-firms","tag-remote-accountants","tag-remote-accounting-firms","tag-tips-for-accountants","tag-wfh-tips-for-accountants"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How remote accounting firms can stay in touch with clients<\/title>\n<meta name=\"description\" content=\"Learn how to set up a virtual CPA office so you stay connected 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