5 th July 2014 Prime Global Working Together Portal Technology Simon Cooper CCH Lee Bennett CCH

Why the need for a Client Portal? Practices —want to work more closely with their clients —are looking for new ways to sell more services to their clients —Practices are looking at issues of data security Clients of Practices —are requesting easy and secure methods of exchanging data and documents with their advisers —Clients want access to key financial data and reports held by their accountants without paying for their time to access 2

CCH Portal – Marketing & PR Salvador 3

Associations – client relationships An individual may have several relationships with the practice 4 As himself As company director As trustee For his family For his parents

Responsibilities – the client team 5 Client Client Partner Client Manager Assignment Manager Assignment Partner Caseworker

CCH Portal – Electronic Approval The facts —HMRC don’t need “wet signature” —Nor do Companies House Key requirements —Clear identification to clients which documents need approval —Easy approval process for clients —Clear audit trail 6

CCH Portal Lee Bennett 7

CCH Portal – benefit statements Secure data exchange (drop box and are not secure) Personalised communication with every transaction Fully integrated with the Central suite Complete Client file – everything you do is all in one place Live feed of Client messages straight to your desktop, removing the clutter of and ensuring Client communications take priority One portal supporting the whole relationship Client access 24/7 Secure document exchange making practice more efficient and cutting postal costs Projects a forward thinking modern practice 8

QUESTIONS 9