Any CPA with a website hosted by CPA Site Solutions can exchange documents securely using the vault. There are times when a one on one visit to your client is needed so that questions can be answered in the moment.

CPA’s are busy so it can be hard to find the time to drive across town when both you and your client are free for a one on one meeting. There is another way through a free screen sharing service that makes it possible to see what your client sees without ever leaving your accounting office. Here is a breakdown of how the service works and some ways to take advantage of it.

LogMeIn

All online. The service is found at LogMeIn Express, requires no sign up, and only has a small application to download. Although you do need to download the small application each time you use it, the download is very quick.

Once you download the application it shows as a small bar with a code. You have the people you want to see your screen go to the LogMeIn website and enter the code. There is no application the people seeing your screen have to download and they start viewing your screen right away.

Multiple users. You can have multiple users, up to 100, that you can share your screen with at one time. This gives you the flexibility to use this with an online seminar if you wanted.

Live chat. You can use the live chat feature available within the bar that displays for both you and the people viewing your screen. Alternatively, if you are just working with one person, you can just call.

Quickbooks. After exchanging a Quickbooks file via the vault, you could work on it with the client watching. This allows you to answer questions in the  moment and can be as effective as being in the same room.

Screen sharing can be an effective way to make presentations or work with a client over a hard to explain concept. Having a visual element within any explanation can help save time and be easier for others to understand.

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