My CPA DashboardCPA Organizer
|
||||||
Related Products
|
||||||
About
Start with one of our templates, and edit them to create custom business proposals. Then easily turn proposals into invoices that are ready to be sent out to clients. Send unlimited invoices to any contacts, and track payments when you receive them. Set up recurring invoices, payment reminders to track expenses and receipts per month or whenever you need it. Get paid by using all major banks, credit cards, and PayPal. More accurate, up-to-date books, expense tracking, cloud accounting, easy to use accounting software for small businesses without all the stress and frustration. Let our dedicated, certified bookkeepers take care of your books and manage accounts while you focus on what you do best. We’ve got the perfect small business accounting monthly packages for your online accounting requirements. Your Balance Sheet is ready in just two clicks. Plus, you can share any reports, or your entire account for that matter, with your accountant in seconds.
|
About
MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction. When you sign up with our accounting firm portal, you’ll create a profile that will allow you to add your clients. Just add your clients’ names and email addresses so you can use the CRM client portal to communicate with them.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Businesses of all sizes searching for a complete Bookkeeping solution
|
Audience
Accounting software for companies
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$24 per month
Free Version
Free Trial
|
Pricing
$300 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationLessAccounting
Founded: 2006
United States
lessaccounting.com
|
Company InformationCPA Organizer
United States
www.mycpadashboard.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Bookkeeping Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
|
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
|
|||||
Integrations
ActiveCampaign
Basecamp
Basecamp Scout
Formstack
Formstack Documents
Highrise
PayPal
ProjectManager
Shopify
Stripe
|
Integrations
ActiveCampaign
Basecamp
Basecamp Scout
Formstack
Formstack Documents
Highrise
PayPal
ProjectManager
Shopify
Stripe
|
|||||
|
|
|