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Our Online Client Portal
With audit and other financial engagements, organizations spend a significant amount of time preparing schedules, gathering documents, collecting reports and reconciliations, and responding to questionnaires. At FORVIS, we understand that in today’s fast-paced business environment, it’s about doing more with less—and effective teamwork is one way organizations can reduce the time spent on gathering and preparing this information.
That’s why we’ve developed BKDconnect, an innovative client portal designed to help your team manage these processes and connect with FORVIS advisors. BKDconnect helps you meet the unique challenges financial engagements present. And we’re confident that you’ll appreciate all it has to offer, because we built it with the help of our clients.
Here’s how it works. Before the start of your engagement, we post our questionnaires and other related documents on a BKDconnect website, prepared specifically for your organization, where all of our requests can be reviewed and completed.
A Simple Process
BKDconnect makes it easier to:
- Upload, share, and organize documents and files
- View and manage engagement information and requests
- Assign specific tasks to your employees and track progress
- Manage engagement calendars to better handle impending deadlines
- Implement role-based access for increased security
- Connect with FORVIS engagement advisors
In short, BKDconnect improves communication, saves time, limits disruptions, and keeps you connected to your trusted FORVIS advisors.
To learn more about BKDconnect, contact your FORVIS advisor.