{"id":28406,"date":"2020-09-20T20:47:54","date_gmt":"2020-09-21T01:47:54","guid":{"rendered":"https:\/\/www.filecloud.com\/blog\/?p=28406"},"modified":"2022-07-14T10:41:03","modified_gmt":"2022-07-14T15:41:03","slug":"five-amazing-client-collaboration-apps-for-accountants","status":"publish","type":"post","link":"https:\/\/www.filecloud.com\/blog\/five-amazing-client-collaboration-apps-for-accountants\/","title":{"rendered":"Five Amazing Client Collaboration Apps for Accountants"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-28409\" src=\"https:\/\/www.filecloud.com\/blog\/wp-content\/uploads\/2020\/09\/AirSends-Book-Corner-templates-1-1.png\" alt=\"\" width=\"2240\" height=\"1260\"><\/p>\n<h1>Five Amazing Client Collaboration Apps for Accountants<\/h1>\n<p><span style=\"font-weight: 400;\">Onboarding\/ working with new accounting clients involves a fair amount of paperwork, organization, and reliable communication. Additionally, meeting with clients during a pandemic can be challenging. However, there are new arising platforms that ensure reliable communication between accountants and clients. Further, these new arising platforms help automate workflow between firms and clients. So, what and who are the latest collaboration apps that are assisting accountants? In this blog post, we list the five top collaboration apps for accountants.\u00a0<\/span><\/p>\n<h2><a href=\"https:\/\/symphony.com\/\">Symphony<\/a><\/h2>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-28412\" src=\"https:\/\/www.filecloud.com\/blog\/wp-content\/uploads\/2020\/09\/Capture-5.png\" alt=\"\" width=\"1041\" height=\"834\"><\/p>\n<p><span style=\"font-weight: 400;\">Symphony is a team collaboration tool made for the finance industry. Symphony offers: <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data encryption<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Compliance and certifications<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Bots and apps<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated trade flows<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Messaging, file sharing, and conferencing\u00a0<\/span><\/li>\n<\/ul>\n<h5>Pros<\/h5>\n<p><span style=\"font-weight: 400;\">The great thing about Symphony is that it works great with people inside and outside your company. The platform offers \u201crooms,\u201d which allows accountants to stay connected with other team members and clients in an online workspace. Also, Symphony offers everything you need to hold large or small meetings securely over the internet.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, Symphony offers compliance and certifications. Through their compliance feature, Symphony enables data loss prevention, user entitlements, room monitoring, and automatic content archiving. In terms of their certification feature, independent security and privacy experts regularly conduct audits to certify their safeguards.<\/span><\/p>\n<h5>Cons<\/h5>\n<p><span style=\"font-weight: 400;\">Based on several review sites, users have commonly noted the needed improvement of connecting to other tools. Additionally, some users complain that the product is difficult to navigate through. For those looking for a collaboration app that is easier to use, Symphony may not be the wisest choice; however, other tools deliver simplicity without harming the communication and collaboration between accountants and clients- like AirSend.\u00a0 <\/span><\/p>\n<h2><a href=\"https:\/\/www.airsend.io\/accountants\" class=\"broken_link\">AirSend<\/a><\/h2>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-28415\" src=\"https:\/\/www.filecloud.com\/blog\/wp-content\/uploads\/2020\/09\/Capture-6.png\" alt=\"\" width=\"1066\" height=\"561\"><\/p>\n<p><span style=\"font-weight: 400;\">AirSend is an excellent tool for collaboration between accountants and clients. With AirSend, accountants can:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Keep everyone in the loop<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Share and organize everything<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Track your tasks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Find messages and files fast<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create tax and audit notebooks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Works with email<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Office 365 Integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Audio and video calling<\/span><\/li>\n<\/ul>\n<h5>Pros<\/h5>\n<p><span style=\"font-weight: 400;\">The highlight of AirSend is that it works with email. Working with email means that clients do not need to create an AirSend account. Instead, they can send emails to their accountant\u2019s AirSend email address, and the messages will magically appear in the AirSend channel.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To make matters better, AirSend seamlessly integrates with Office 365. Having this integration makes editing and uploading documents easier. Further, anything you edit will be saved to the original file uploaded to AirSend \u2014 no more deleting or uploading the same file.<\/span><\/p>\n<h5>Cons<\/h5>\n<p><span style=\"font-weight: 400;\">Currently, AirSend does not carry all the features accountants need. For instance, auditing capabilities and budget processing through bots. However, those who are not accustomed to bots will be sufficient auditing through AirSend.\u00a0<\/span><\/p>\n<h3><a href=\"https:\/\/wire.com\/en\/\">Wire<\/a><\/h3>\n<p><iframe loading=\"lazy\" title=\"Wire \u2013 The most secure collaboration platform.\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/tw-prmbqRAg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">Wire is a modern-day collaboration tool that meets advanced security and user experience, a massive plus for accountants. Similar to AirSend and Symphony, Wire focuses on business-to-client and team-to-team communication. Wire features:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Guest room access<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Personal and group chats<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Conference calls<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Availability status<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mentions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrations<\/span><\/li>\n<\/ul>\n<h5>Pros<\/h5>\n<p><span style=\"font-weight: 400;\">Through integrated apps, Wire allows accountants to securely add calendars, financial information, development progress, corporate news, or CRM information to conversations. As a finance manager, you want to ensure a positive return on investment and optimal expenditure on tools to make the business more efficient. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Through recent reviews, finance teams and accountants who use Wire indicate that the tool is great for checking in on <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The daily business\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Budget processing\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Audits\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Financial statements<\/span><\/li>\n<\/ul>\n<h5>Cons<\/h5>\n<p><span style=\"font-weight: 400;\">One of the few downsides to Wire is that they do not carry built-in task management. The platform is also limited in what financial teams can use with customers. Finally, according to several use cases, calls within Wire frequently drop.\u00a0<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<h3><a href=\"http:\/\/slack.com\">Slack<\/a><\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-28418\" src=\"https:\/\/www.filecloud.com\/blog\/wp-content\/uploads\/2020\/09\/Capture-7.png\" alt=\"\" width=\"1174\" height=\"818\"><\/p>\n<p><span style=\"font-weight: 400;\">Slack is a radically simplified workflow collaboration app for accountants. As Slack preaches, \u201cUnlike email, which is based on individual inboxes, Slack consolidates information and project history into channels,\u201d (Slack financial service landing page). By creating a simplified environment, financial teams and accountants can work seamlessly through third-party integrations.\u00a0 Slack offers: <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Over 500+ Integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Channel search history<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.airsend.io\/blog\/index.php\/2020\/07\/13\/slack-connect-vs-airsend\/\" class=\"broken_link\"><span style=\"font-weight: 400;\">Slack Connect<\/span><\/a><span style=\"font-weight: 400;\"> (Check out our blog to learn more about Slack Connect)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Voice and video calls<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">File sharing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Bots<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow builder<\/span><\/li>\n<\/ul>\n<h5>Pros<\/h5>\n<p><span style=\"font-weight: 400;\">The biggest highlight of Slack is its integration capabilities. Accountants can integrate with practically thousands of apps. Integration makes working with clients and other team members much, much easier. Additionally, Slack bots help with your workflow needs \u2014 how cool is it to have an AI bot perform tasks at your every beck and call?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The other big positive to Slack is its enterprise-grade security and compliance. Accountants and clients won\u2019t have to worry about their financial information being compromised.\u00a0<\/span><\/p>\n<h5>Cons<\/h5>\n<p><span style=\"font-weight: 400;\">Slack was designed originally as a communication tool. The negative, which is also a positive, is its use of integrations. Not many clients or accountants like the use of integrations- usually due to the lack of security in some integrated apps and the amount of app switching that happens within Slack. As noted from a study, switching between apps can cost up to 40% of someone\u2019s time wasted. However, if you do not have a problem with integrations and instead favor them, Slack is an excellent choice to conduct your business.\u00a0<\/span><\/p>\n<h3><a href=\"https:\/\/gsuite.google.com\/\">GSuite<\/a><\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-28427\" src=\"https:\/\/www.filecloud.com\/blog\/wp-content\/uploads\/2020\/09\/Capture-8.png\" alt=\"\" width=\"1224\" height=\"562\"><\/p>\n<p><span style=\"font-weight: 400;\">GSuite is a fabulous collaboration tool. It is very similar to Office 365, but for Google users. In GSuite, accountants and clients can connect via:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hangouts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Direct messaging through email<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Direct meetings through email<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Docs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Slides<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sheets<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drive<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Keep Notes<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calendar<\/span><\/li>\n<\/ul>\n<h5>Pros<\/h5>\n<p><span style=\"font-weight: 400;\">GSuite is an excellent collaboration tool for those who like to stay connected and quickly jump into any app related to Google. The platform is extremely user friendly, convenient, and efficient. The beauty behind GSuite is that communication works through email- though there are alternatives that Google offers for those who do not want to communicate with email, such as Hangouts.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The more prominent feature of GSuite is that it\u2019s perfect for multitasking. Accountants and clients can simultaneously edit documents together. Managing multiple email accounts is also great, especially when emails are attached to Google\u2019s shared features- Drive, Docs, and Sheets.<\/span><\/p>\n<h5>Cons<\/h5>\n<p><span style=\"font-weight: 400;\">GSuite is expensive. Not every organization is able to keep up with the inflated prices that Google offers, and therefore have to keep with a basic plan, which is quite lackluster when it comes to features. Additionally, some users fear that Google will shut down integrations that are often used. <\/span><\/p>\n<h5>Summary<\/h5>\n<p><span style=\"font-weight: 400;\">Comprised in this blog post are our favorite collaboration apps for accountants. Each app has its pros and cons. However, there is no one-size-fit all when choosing the right app \u2014 make sure that you\u2019re taking care to choose the platform that best fits your client\u2019s accounting needs!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Five Amazing Client Collaboration Apps for Accountants Onboarding\/ working with new accounting clients involves a fair amount of paperwork, organization, and reliable communication. Additionally, meeting with clients during a pandemic can be challenging. However, there are new arising platforms that ensure reliable communication between accountants and clients. Further, these new arising platforms help automate workflow [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[17],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.13 (Yoast SEO v20.13) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Five Amazing Client Collaboration Apps for Accountants - FileCloud blog<\/title>\n<meta name=\"description\" content=\"There are new arising platforms that help accountants collaborate easily with their clients. 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