Effective client management is the backbone of a thriving accounting firm. No matter the size of your client load, managing things like client details, communication, and project progress can be overwhelming–especially without a structured approach. If your team doesn’t stay on top of things, important updates can get lost, deadlines can slip, and client relationships can suffer.
At Levvy, we know you’ve got a lot on your plate: multiple client engagements, tax deadlines, compliance requirements, financial reports, and more. Juggling all of that while providing high-quality service is certainly a challenge! That’s why we’ve put together this guide of eight key strategies to help you improve your client management processes, strengthen relationships, and deliver outstanding service.
First thing’s first: Centralizing client information can make all the difference in your client management. Each client is unique–they may use different tools, have different communication preferences, or require any number of other unique specifications. Having all of their financial data, preferences, and compliance requirements in one place is crucial. When you have information floating in various places, you run into confusion, inefficiencies, and wasted time. When your efficiency suffers, your service suffers–and, ultimately, your client relationships go with it.
The solution? A centralized workspace like Levvy. Our helpful client profiles keep all of your important client details in one place, ensuring that communications, documents, and tasks are easily accessible–and ensuring you know who to reach out to and loop in on the client side, if need be. All of this will save you time, improve collaboration across your team, and reduce the risk of errors due to missing or outdated information.
Client Profile
Nothing bogs operations and client management down like wasted time searching for important documents. As with crucial client details, disorganized and inconsistently stored files can throw everything off track, leading to compliance risks, missed deductions, or reporting errors. These inconsistencies also make it difficult to standardize processes across clients.
The key to avoiding this is to keep all documents in a structured and centralized system like Levvy. This ensures that everyone on your team can quickly find what they need when they need it–and you can put your time and energy towards the things that really matter.
In addition to Levvy’s client profiles, which keep all client-related documents in one place, Levvy automates document storage. Each time a workflow is activated, Levvy creates a folder where all relevant files will be uploaded. Here, users can securely share and access everything they need to perform a task and keep operations running smoothly–both for you and your clients. Collaboration and client management have never been easier!
Document Storage within Levvy Task Modal
Every client has different communication preferences—some prefer emails, while others may prefer phone calls or face-to-face meetings. Adapting your communication style to fit each client’s preferences is paramount to effective client management and healthy client relationships. Not only does it build trust, improve responsiveness, and boost client satisfaction, but it also increases responsiveness and efficiency by ensuring messages are received and understood.
Levvy’s client profiles make this a breeze. In these centralized profiles, you can not only make note of preferred communication styles, but also track all conversations in context within tasks and projects, so you never miss a beat.
Client Contacts
Administrative tasks, such as scheduling follow-ups, sending invoice reminders, and reconciling transactions are all crucial to accounting–but they can be time-consuming and hold you back from the work that really matters. That’s where automation comes in.
Automating routine processes frees up time for higher-value work and ensures consistency in client interactions. Levvy’s workflow automation feature allows you to automatically create and assign recurring tasks to keep work flowing smoothly, including processes that require client input, such as client onboarding. With automation on your side, you can cut back on manual effort while maintaining timely follow-ups, regular updates, progress reports, and more–no extra workload required. Plus, it helps minimize human error in those pesky recurring tasks. Wins all around!
Pre-Built Workflow Library
Client Workflow
Speaking of scheduling client follow-ups–this is one crucial component you should never skimp on. Clients appreciate regular updates, even if it’s just a quick check-in. Proactive follow-ups show that you care about their needs and keep them engaged throughout the process. Plus, client feedback is integral to ensuring you’re maintaining trust and credibility, providing high-quality services, and keeping everyone satisfied. It’s also a great way to address any concerns before they become bigger issues.
Levvy makes it easier than ever to check in with your clients regularly thanks to simple task reminders and notifications. With Levvy, you can set up automated follow-ups for regular client touch points, so no client is ever left on the back burner.
Client management comes with many moving parts, and it can be easy for tasks to fall through the cracks if you’re not careful–especially during peak tax season. That’s why effective time management is crucial for maintaining strong client relationships.
With Levvy, you can easily schedule tasks and manage your time, allowing you to stay organized and avoid last-minute rushes. Setting aside dedicated time for client-related tasks ensures that no responsibility is overlooked or forgotten. It also helps to prevent last-minute rushes, increase efficiency, and ensure consistency in client interactions. All in all, remaining proactive is integral–and time management is key.
Levvy Workspace
Missed deadlines and inefficiencies can throw a wrench in your client management, especially when it comes to building trust within client relationships. To avoid this, it’s crucial to keep a close eye on project progress. Tracking client projects and progress in real time allows you to identify potential bottlenecks before they become major roadblocks. Having a clear overview of ongoing tasks ensures that projects stay on track.
Levvy’s real-time analytics and dashboards allow for 100% visibility across all projects, ensuring that there’s never any guesswork regarding progress, responsibilities, and team performance. With optimal transparency and accountability, you can easily balance workloads and priorities, make quick adjustments to improve outcomes, and identify any issues early on. When Levvy is on your side, operations run smoothly, and missed deadlines are a thing of the past–which means your clients will be more satisfied than ever.
Progress Report
Client reporting is a major pillar of client management. Clients appreciate clear, concise financial reporting that keeps them informed. Whether it’s a tax summary, cash flow report, or budget forecast, transparency is key to building trust and credibility.
Levvy makes reporting simple, allowing you to generate automated reports to keep clients in the loop with the status of their projects. Transparent reporting not only builds trust and strengthens client relationships, but also demonstrates professionalism, attention to detail, and expertise. Plus, when you’re proactive in your reporting, you reduce unnecessary back-and-forth inquiries, which means you have more time and energy to focus on delivering high-quality services.
When your client management operations thrive, your client relationships thrive. And when your client relationships thrive, your whole accounting firm thrives! By following these eight effective steps, you can create a more structured and efficient client management system. Implementing the right tools and strategies will help you stay on top of client needs, improve communication, and ultimately drive better results.
If you’re looking to improve your client management efforts, Levvy has your back with a range of features that make it easier than ever to keep your clients in-the-know and satisfied.
Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.
