My CPA Dashboard
My CPA Dashboard is a comprehensive CRM application that allows your practice to seamlessly collaborate with clients, it works great for CPAs, Bookkeepers and Tax Professionals.
Apr. 04, 2018
![My CPA Dashboard main logo 5ac50cd935900](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/51182/My_CPA_Dashboard_main_logo.5ac50cd935900.png)
My CPA Dashboard is a comprehensive CRM application that allows your practice to seamlessly collaborate with clients, it works great for CPAs, Bookkeepers and Tax Professionals.
Easy Communication – Securely communicate directly with your client rather than going through your emails and spending time on the phone.
Connect Accounts – With the highest level encryption as a safeguard, connect their bank accounts so you will receive a monthly statement of their bank transactions.
Seamless File Management – Exchange all sorts of files and save them under folders marked by year and quarter.
Manage Payroll Processing – Your clients can add their employees info so you can process their payroll and file their quarterly reports.
Tax Management – Securely receive and send all kind of tax paperwork.