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Accounting Firms - Features & Benefits
iLumen Features and Benefits for Accounting Firms
iLumen’s unique focus on the accounting profession coupled with our expertise in managing private company financial data allows us to deliver tailored solutions for CPAs. iLumen looked at the challenges associated with gathering, analyzing and reporting on private company financial data and developed a service to overcome those issues.
Client Portfolio Monitoring
iLumen’s Client Portfolio Monitoring allows your CPAs to actively monitor their clients’ changing financial landscape by delivering:
- Centralized access to all of their clients’ financial information
- Consistently mapped data to existing standards
- CPA-defined variance thresholds that automatically send early warning alerts
Branded as your firm’s financial data upload system and accessed from your company’s website, iLumen’s Client Portfolio Monitoring provides an easy method for your clients to upload monthly, quarterly or annual financial data. |
