Technology? Accounting? Huh?
Yes, when you work with Jacobs Cohen, we deliver an advantage to your business that many accounting firms just cannot bring to the table. A few years ago around the coffee maker, we found ourselves talking more and more about pressing questions for our firm and serving clients.
- What are the most effective ways to share information within our firm and with our clients?
- Where should we be able to access information? Should clients be able to see information typically stored in our office files? If yes, how would that happen…securely?
- What collaboration tools are available to seamlessly communicate internally and externally?
We stopped yapping, started researching the latest technologies available to accounting firms and began a series of investments that provide answers to those questions and more.
Jacobs Cohen’s technologies give your flexible and convenient access to your accounting software and records. We host software applications that securely store and backup your financial information, all while helping reduce paper in your own office. As your prepare records or returns are prepared, everything is either scanned or loaded into your system. We strictly follow federal and state guidelines and regulations for secure protection of client data and continually maintain and update a full disaster recovery plan and operations.
It’s all available globally online – anytime. Through our convenient, protected client portal, you can manage documents, retrieve records and download reports. If you are connected to your Smartphone, we have that covered too as you can view most files on mobile devices. We also provide applications that make direct requests to Jacobs Cohen partners and staff as easy and fast.
All of the technology brought by Jacobs Cohen provides solutions that save you time and free you and your staff to work on building your business.
These days, we spend a lot less time chatting about those initial questions as we have invested in the technology that bring significant value to our clients. Even our coffee maker is hi-tech now. Drop by and we’ll make you a cup.
“We believe every client is different. As such, you will receive high-touch, personalized services tailored for your specific needs; not a pre-packaged, pre-determined program that fits our needs. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.”