CPApp (pronounced “C-P-App”) was designed to consolidate all those separate software packages, Excel docs, stick-it notes and vague recollections you use to run your accounting firm. We accomplish this by offering a central piece of online software that does everything an accounting firm needs. Client information is entered once and syncs throughout the software to populate:
• Due date tracker
• Contacts
• Time sheets
• Password lists
• Client email reminders
• Billing rates (specific to each client)
• Client notes • To Do lists • Instruction sheets
• Tax checklists (also specific to each client)
• Client profitability reports
• Envelopes, labels, slip sheets, folder labels and even report covers with client logos!
• .. and much more. No, really!
There are far too many items to list here, but suffice to say, we believe CPApp will save 3 – 5 hours per user per week.
Other SaaS companies offer some of what we have but no one offers such a robust and easy to use solution as CPApp. The interface, features, even the website are continuously updated to reflect customer requests. We’ve also deleted a few modules that showed slow usage among our customers to reflect what works and not what we just think is a good idea.
CPApp saves an enormous amounts of time, money and sanity. Everything you need is literally in one place for you and your staff.
Watch video: https://www.cpapp.io/wp-content/uploads/2017/10/CPApp-whiteboard.mp4
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