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Accounting

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. Securely collaborate with your clients, keep live account info, and more.

My CPA Dashboard main logo 5ac50e03cb153

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.