3 ways to create staff accountability in a virtual firm

If you can’t see your employees in person, how do you know what they’re working on and how much they’re getting done? Staff accountability is a concern for many firms when they become virtual. But it doesn’t have to be. Did you know that most virtual firms actually have higher productivity than those with a fully on-site staff? That’s good news whether you have two remote workers, multiple offices in different cities, or all your employees working from home. Here are three tools you can use to create staff accountability in your virtual firm.

Track Projects Paperlessly

If your team is spread across multiple locations, there’s no physical piles of paper moving from desk to desk. But you can use CCH Axcess™ Workstream to virtually keep track of where files are in the process and who’s working on what. The solution not only manages deadlines, but it also has project notes, so if a client calls with a question, anyone can open the file and know exactly what’s been done and what’s needed.

Keep an Eye on Engagement and Productivity

If you want your staff to get more done in less time, you can’t penalize them for being efficient. Rather than relying on the hours they’re putting in, you want to ensure they’re being efficient and profitable any time they’re on the clock. Encourage engagement by tracking important KPIs with CCH Axcess™ Data Axcess Utility. You can set up a dashboard and reporting for metrics like revenue, expenses, and labor margin to keep them all moving in the right direction.

Facilitate Communication and Collaboration

Staff needs to be held accountable for the level of client service they’re providing, too, especially when they’re not meeting face to face. With virtual tools like CCH Axcess™ Client Collaboration, the client experience is simple and convenient, even for those who typically shy away from technology. The secure portal allows clients to electronically review and sign forms, import financial documents, and track the process of their return. The central collaboration hub makes communication and file transfers between the firm and its clients satisfying and seamless.

If you’re a believer in the benefits of being a virtual firm, download the “Virtual and Semi-Virtual Firms: Benefits for Your Firm” ebook for more ideas.


Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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