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.