Audience

Accounting software for companies

About My CPA Dashboard

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.

Pricing

Starting Price:
$300 per month
Free Version:
Free Version available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

CPA Organizer
United States
www.mycpadashboard.com

Videos and Screen Captures

My CPA Dashboard Screenshot 1
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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Support
Phone Support

My CPA Dashboard Frequently Asked Questions

Q: What kinds of users and organization types does My CPA Dashboard work with?
Q: What languages does My CPA Dashboard support in their product?
Q: What kind of support options does My CPA Dashboard offer?
Q: Does My CPA Dashboard have a mobile app?
Q: What type of training does My CPA Dashboard provide?
Q: How much does My CPA Dashboard cost?

My CPA Dashboard Product Features

Accounting

Accounts Payable
Bank Reconciliation
CPA Firms
Tax Management
Accounts Receivable
Billing & Invoicing
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders