Adapting to Change: Our COVID-19 Response and Streamlined Services
In the midst of the COVID-19 pandemic, businesses across the globe have faced unprecedented challenges. At Diversified Strategies Financial Services, Inc., we understand the impact this has had on our clients and have taken proactive measures to ensure their financial needs are met efficiently and securely. In this blog, we will share the changes we made due to COVID-19 and how these adaptations have allowed us to continue providing top-notch accounting, bookkeeping, tax preparation, tax planning, and financial services. Whether you’re in Virginia Beach, Chesapeake, Norfolk, or the surrounding areas, we are here to support you during these uncertain times.
Going Paperless: A Secure and Convenient Approach
With safety as our top priority, we are committed to minimizing physical contact and offering a streamlined experience for our clients. Recognizing the need for social distancing, we have embraced the concept of going entirely paperless. Our primary objective is to make the process more convenient for our clients by having them upload their receipts and provide bank documents through our secure online portal. This digital transformation not only reduces the risk of virus transmission but also saves valuable time and resources for both parties involved.
Introducing Canopy: Your Secure Client Portal
We are excited to announce the launch of our client portal, Canopy. Canopy is a secure platform designed to enhance our communication, document sharing, and collaboration capabilities. By leveraging the power of technology, we have integrated Canopy into our operations, enabling seamless and confidential interactions with our clients. Through the Canopy portal, clients can securely upload and access their financial documents, exchange messages with our team, and stay up-to-date on the progress of their engagements.
If you are already registered with Canopy, you can access your account by visiting www.divstrategies.clientportal.com or by logging in to the Canopy Client Portal mobile app. If you are interested in signing up, please contact our office for assistance.
Adapting to Remote Operations for Seamless Service
Like many businesses, we had to swiftly transition from a traditional in-person model to a remote work setup. Previously, our operations relied heavily on clients physically handing us their paperwork, but the pandemic forced us to rethink and adapt our processes. Leveraging the power of technology, we now operate more efficiently through our secure portal, Canopy. This secure platform enables seamless communication, confidential document sharing, and real-time collaboration, ensuring that our clients receive the same high-quality service they expect, regardless of their physical location.
Safety Measures and Workspace Precautions
To protect the well-being of our clients and our team, we have implemented stringent safety measures and workspace disinfection protocols. Before and after every appointment, we thoroughly disinfect our office space, paying extra attention to common areas. Additionally, we provide our employees with the necessary supplies to maintain cleanliness in their work areas. By strictly adhering to these precautions, we ensure a safe environment for everyone who visits our office.
Flexible Meeting Options for Your Convenience
Understanding that every client has unique preferences and circumstances, we offer a range of meeting options. While we continue to provide in-person meetings at our office, we also offer virtual appointments, allowing clients to choose the method that best suits their needs. Through video conferencing platforms like Google Meet, we provide a secure and personalized experience that eliminates the need for physical travel and promotes effective communication.
At Diversified Strategies Financial Services, Inc., we have adapted to the challenges posed by COVID-19 by embracing technology, prioritizing safety, and maintaining the same high standards of service. Our commitment to our client’s financial success remains unwavering, regardless of the circumstances. Whether you’re a business owner in need of expert accounting and bookkeeping services or an individual seeking reliable tax preparation and planning assistance, we have the expertise and tools to meet your needs. Get in touch with us today to learn more about the services we offer and experience the difference that our team of professionals can make in navigating your financial journey. Visit our Canopy website for more information on our client portal.
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To learn more about the services we offer, please click here. To get in touch with us, please click here or give us a call at (757) 201-3091.