“With the client portal of 5FSoftware GmbH, I have a SaaS solution, which enables me to collaborate easily and effectively with my clients.” Keyword client communication 4.0: Efficient exchange of process-relevant documents and communication with clients in secure data rooms. This is possible in a super relaxed way with 5F.
Since the end of 2020, previously time-consuming and inefficient workflows, such as initialising new mandates for new clients, have been made much easier for my team and myself with the help of the client portal and have hence been raised to a new level.
Just some of the most valuable features of 5F from my point of view:
- Easy onboarding of new clients
- 5F Sign (digital signature) = integrated digital signature workflow
- Collecto = structured collection of documents
- Save structures and request lists as templates (e.g. JA, EStE, etc.)
- Quickshare = secure sharing of documents with third parties (e.g. auditors)
Besides that I like the possibility of creating an own firm-URL for the clients portal as well as the clear dashboard which always gives me an overview over current projects and due dates.
“A real gamechanger for my tax firm.“