I subscribed to CCH Portal as soon as it was available because I saw it as an opportunity to differentiate myself from the competition and show my clients that I take online security seriously. Recent scares have only served to reinforce the importance of this.
I also felt that there was potential to improve the efficiency of the approval process by using the portal. I send all accounts, tax returns etc. via CCH Portal with a request for the documents to be approved through the portal. This allows for speedy submission of documentation to HMRC and Companies House. I still ensure in spite of this that I have a meeting with the client to obtain feedback from them, look at any additional services we can offer and remind them that we are always looking for referrals.
I have had no resistance from clients to using the portal and I have found it particularly useful when signing up new clients to let them know that this is how we transfer sensitive information to them. I use the portal for sending my engagement letters to clients and have found that it has improved the speed within which I receive the approval of the letters from clients. It has also been useful for obtaining sensitive information from clients such as UTR, NINO and bank details.
I have been very pleased with the benefits of using CCH Portal and have recommended other TaxAssist franchisees to adopt it.