We all agree that getting clients to engage with new technologies can oftentimes be a significant roadblock to implementation. This is especially true when the solution requires them to alter their normal behavior and do things differently than they are used to.
Finding easy ways to get clients to adopt and use new tech is a critical component of promoting a new way of doing things.
If engaging with web-based applications, a simple strategy for guiding clients to new tech is helping them set up useful starting pages on their internet browser. Tech averse clients might begrudgingly use internet solutions, but find the process inconvenient. If their most frequently used web app is front and center as soon as they open a browser, it becomes more convenient and helps the client feel more comfortable engaging with it.
If your clients aren’t tech savvy, schedule a time to meet with them in-person or via web meeting to guide them through the process of setting up custom browser start pages or managing their bookmarks to help support the ease-of-access for their web based applications. Make sure clients have a secure method for storing and managing login credentials (a notebook in the top drawer of their desk is not considered a secure place). We recommend a password manager such as LastPass or Zoho Vault.
Check out our knowledge base article for instructions on how to set up browser start pages in Chrome, Firefox and Safari. Once you’ve established the proper start up page for the client, they will be able to reach the tools they need in fewer steps. The fewer steps that exist, the greater the chance that a client will not be overwhelmed by engaging with new applications.
It is up to accountants to help guide their clients to solutions that will better serve their business. Any tips or shortcuts that you can suggest to make the transition smoother, the easier your job will be in the long run.