Integrated Collaboration Tools for Accountants
Silverfin offers integrated collaboration tools for accountants by combining messaging, tasks, and review within a single platform that enables real-time teamwork on client files, streamlines communication with clients through the Pulse portal, maintains comprehensive audit trails for transparency, and eliminates the need for external emails or applications, thereby enhancing efficiency and client engagement.
Powerful collaboration built-in
Silverfin brings together messaging, tasks, and review, integrating these into your workflows so your team can collaborate right where the work happens.
“The communication tool in Silverfin is excellent. It really makes life a lot easier as it ensures everything stays within the platform.”
— Henry Micks, Accounting Team Principal – Accountant Online
Everything in one place
No more endless email trails, missing attachments, or deciphering scribbles on printouts. No switching in and out of client files and applications. With Silverfin, all communication between your staff and clients is integrated into one environment.
Collaborate with colleagues, anytime, anywhere
Work on the same client file, at the same time, from anywhere. Send messages or tasks to colleagues. Tag your manager when it’s time for review. See at a glance all outstanding work on any client engagements.
Get closer to your clients
Have more regular touchpoints with your client by giving them access to the Pulse portal. Make them feel more involved and more aware of their compliance processes by collaborating together digitally on working papers, reports, or financial statements.
Paper trails and teamwork
Silverfin stores all the historical activity and communications with every client file. With this audit log for context, you make it easier for teams to share client work and maintain client service when team members are not around. It also means if you have to check work later, you can see the changes and conversations that happened during the creation of a client file.