Screen Sharing. Screen sharing is when you invite another person to view – on their computer screen – what you are doing on your own computer. The power of screen sharing lies in being able to give a client a quick walk through of how to accomplish a task.

The Process. Very simple. Sign up for a free account from Unyte Share. Download their free software. Send a link to your client via email or instant message. The client clicks on the link and your computer screen shows in a new browser window.

Screen Sharing

The beauty of this screen sharing service is that the client doesn’t have to download or install anything. There is no account the client has to set up. This saves time and potential confusion, and it prevents client reluctance.

The Possibilities are endless for both existing and potential clients. Each group has their own questions to get answered. The less time it takes to get the answers, the better they feel about your CPA firm.

Potential Clients. Normally a free consultation would mean setting up a face-to-face appointment. Share your computer screen instead and give a personal walk through of your CPA firm’s services.

This way your potential client sees what your firm has to offer through screen sharing. In addition they also see first hand how you could support them from just about anywhere.

Existing Clients. Rather than attempting to explain a complicated process to a client over the phone, you show them with screen sharing. Examples include how to fill out an Online Tax Organizer, log in to a Secure File Exchange system, or look at investment stats.

Anytime a process is made easier, your CPA firm benefits. Unyte Share makes screen sharing easy. There is no downloading or asking the client to set up yet another online account. Best of all, it is free!

Do you already use a screen sharing service? How has the process been working out for you? Share with comments below.

Note: CPA Site Solutions is not an affiliate of Unyte Share. This is one of many online tools that make sense for busy accountants.

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Pictures Worth of Help. You might already use a free online presentation tool to help others understand certain concepts. There are times when screen sharing with your client would offer a much easier solution. A view of your computer screen offers more than anything you might say.

Making a Connection. Making the connection to screen share is not always easy. There is always an application your client needs to download. Getting through that process can be a show stopper in making a connection with your client work.

No Download Needed. Web Worker Daily has a great article on a new service called Yuuguu. Although you need to download an application, no download is needed for your client. You can screen share right within the instant messaging window.

Free Screen Sharing

Screen Share. You send a web address to your client via email along with a special pin. The client goes to the web address and enters the pin. You then click on “show” and your client can view your screen. You can then communicate via live chat or voice.

Pro Version. As with many online applications, there is a pro version that offers even more functionality. If you find the free version works but want even more, the extra cost might be worth it.

Potential Clients. You might have an online chat or get an email from a potential client. Convert these prospects by showing how easily you can answer questions with Yuuguu.

Have you ever used screen sharing with your clients? Do you like how it works? Send a comment with the form below.

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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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