CRPortal | Businesses

CRPortal

Phone: +61 1300 585 299

Add/Update information

Reviews

Tags

• Businesses
• Information technology company
• Science, technology & engineering
• Internet company

25.01.2022 ACCOUNTANTS - How and why to use a Client Portal. Click below for a brief overview of CRPortal's secure and easy-to-use portal solution as well as specific ideas for how Accounting Firms can use it. Eg Make past years Tax Returns and Financial Statements available on demand, receive source documents from clients, keep and share rust Deeds, Company Constitutions and related Resolutions and Registers, share/receive documents for specific projects with Solicitors and other third parties.

23.01.2022 Solicitors, one of the significant benefits of using CRPortal is the ease with which relevant documents can be located and accessed using the powerful search tool, especially for files with large numbers of documents, eg Litigation. The ability to collaboratively build Chronologies of Events with relevant documents available on the click of a button also makes this an extremely efficient tool for Litigation matters.

22.01.2022 What would your clients' experience be like if your business had a Client Relationship Portal? To experience first-hand what your clients' experience will be like logging into your Client Portal, simply ask for an Information Pack to be made available to you via our own CRPortal by submitting a request via our website here.

17.01.2022 LAWYERS - How and why to use a Client Portal. Click below for a brief overview of CRPortal's secure and easy-to-use portal solution as well as specific ideas for how Law Firms can use it. Eg Safe custody in the cloud, give access to important documents on demand, receive documents from clients in an organised and searchable way, collaboratively built chronologies of events with clients, share Briefs and other documents with Barristers and Experts. ... Enhance client loyalty and keep your clients coming back to your website with CRPortal's unique and affordable Customer Relationship Portal.

11.01.2022 Are your clients able to easily download their financials, tax returns and other records from your website? Watch this video to see how you can add a customer portal to any site for $55 p.m.

01.01.2022 Imagine if.... your Lawyer, Accountant, Financial Advisor, Real Estate Agent, Conveyancer etc... all made their documents available to you via a secure Client Portal that allowed you to switch between provider accounts and access all your documents 24/7 via any of their websites. Staying organized would be a breeze. The ability to make documents and files available to clients 24/7 on demand via their website is the logical next progression for how service based businesses are utilising technology to enhance their service offering and distinguish themselves from their competitors. Why not make your life a little easier by suggesting that your service providers get on board now.