Client portal

What does it do?

The Cynare portal provides your Clients and other third-party Users a personalised, self-service web-based connection to your firm

The portal provides a branded experience for your Clients and others to interact with you: reviewing work, carrying out tasks, securely sharing information and engaging with your team

The system comes with a wide variety of optional tools, which we call widgets, completely configurable to your needs

The system can be made available on any modern device, such as a smartphone

How is it different?

It’s not just a document interchange like other Client portals – it provides a far richer and more usable platform

Cynare Client portals were created in consultation with accounting and financial services firms and their Clients. This ensures complete relevance to your Clients with no unnecessary content or complexity

The Client portal integrates with a large variety of internal management systems and document management systems. This ensures the information presented to your Clients is always up to date

Forms

The Client portals enable a firm to present its Clients with a variety of forms

The forms may take information from a variety of internal production and compliance systems, presenting it to the Client in a simple form for them to action

Such forms could be used for the following

  • Updating mailing preferences
  • Updating annual tax questionnaires
  • Client take-on and anti-money-laundering

The automation notifies the relevant person in the firm if the Client fails to complete the form or becomes stuck

Automation

We are able to automate the upload of production-system documents, such as tax computations and returns directly to the Client portal

Scalability

The technology is massively scalable, so there are no practical limits on the number of portals, or the data-storage used

Firms can start with a few hundred, then scale to many thousands of portals

How much does it cost?

Once the system is installed, the base product costs from £12 per Client per year

Additional widgets, such as forms, are available from £2 per Client per year

What are the benefits?

Branding

When the portal is presented to your Clients it is branded using your style guide

They see it as your firm’s portal, and not Cynare’s

Risk management

The platform ensures any documents or messages stored or transmitted are always secure

The danger of misdirected or intercepted emails is avoided by not communicating via email in the first place!

Our automation and audit trails allow you to identify where Clients have either not complied or partially complied with your requests

The high level of automation ensures no document is ever saved in the wrong place

GDPR

As a result of being a secure and simple to use workspace, the Client portal facilitates both firms’ and their Clients’ compliance with GDPR

Accessibility and usability      

The system has been tested to assure compliance with the latest accessibility guidelines

The usability of the system ensures the vast majority of your Users will never need to contact your support team

Flexibility

We are able to configure access to different parts of the portal to different Users at your Client

This makes it suitable for third-party Users such as other professionals as well as your Clients

How does it work?

Easy uploading

Upload single or multiple files

Document management system (DMS) integration allows firm Users to publish files to Client portals without ever leaving the source application

Security

The system uses multi-factor authentication in the same way as government agencies and the UK banks, so your data is always secure

Collaborate and communicate

Post discussions within your Clients’ portals
This provides for simple, safe and secure communication

The automation ensures a record of the communication is sent to the DMS

Precise permissions

Different levels of Client permission ensure only the appropriate people at your Clients have access to particular information and documents

Branding

Adding a firm’s logo and style guide gives the portals a more polished, professional look than other products, inspiring confidence with Clients and other professionals

How is it used?

While it can operate as a standalone web application, most firms link it to their document management system for additional usability and automation (the Cynare DMS is particularly strong in this area!)

Sensitive content and information are stored safely from unauthorised access

What is the technology?

The portals are hosted as cloud services, with secure links to a firm’s internal systems

Older internal systems are connected at a database level

More modern internal systems are connected using their APIs (application programming interface)

The high degree of automation is provided through our CynareLink system

This allows for rapid rollout and class-leading security

The system is regularly “penetration tested”

Acknowledgements and links

As a Microsoft Cloud Partner, we make extensive use of the Microsoft technology stack and their latest Graph API

 

All Cynare solutions are tested for compliance with the Web Content Accessibility Guidelines

A note about email, risk management and security

Many viruses are transmitted through email, posing great risk to your business and your Clients

Reducing the use of email reduces this risk

Your firm’s Clients may not be asking you for such high security, but as their trusted advisor, you will be protecting them from potentially irreparable reputational damage