A lot of times you may want to communicate with someone in your accounting firm but know they are busy on a website project or you are busy and just need a quick confirming detail. You could send an email but lets say you need the information sooner.

Normally this would be a situation where you might pick up the phone or walk over to the person’s desk. This option though can create an interruption both in your and the other person’s work flow. Wouldn’t it be great if there were a way to get the information quickly but without that drawback?

There is a way of doing all of this by using Instant Messenger or what some people call Live Chat. Instant Messenger provides a way to relay a message without the drawback of a phone call or walk over. It does this by allowing the person to answer it in the moment but at their own pace.

Think of getting a phone call, you have to stop what your doing and answer the message right then. The same goes for a walk over, it is an interruption that requires immediate attention.

Instant Messenger on the other hand, can be answered soon but also allows the person to complete a thought. They can incorporate the question into their own in the moment work flow. This allows the brain the shift gears in another direction without having to fully stop.

Answers can be answered and the person can get right back on track with what they were doing. If chat is used this way, for quick answers to in the moment questions, it can actually serve to increase efficiency.

If you have never used Instant Messenger you can be surprised on how it can be made as an efficient tool for your accounting firm. If you have our Workteam Collaboration Suite then you already have instant messenger and can start using it today.

If you have your own or our older email solution then you may not have Instant Messenger. If your in doubt or would like to switch, then give us a call at 800-896-4500 or email support@cpasitesolutions.com and one of our website account managers will be happy to assist.

Take a new look at Instant Messenger, we think that you will be pleased by some of the potentials that it can offer your accounting firm.

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