Think about how you manage your accounting office now. You have a dozen or more software programs open at any given time. Your client programs don’t speak to internal programs, which don’t speak to each other. We know; we’ve been there.
Created, designed, and continually refined by CPAs.
One Online Solution.
Thousands Of Hours Saved.
A single, automated, online platform that integrates all your disparate software programs.
Whether you’re on a Mac or PC, desktop, phone or tablet, CPApp lets you access all your data, anytime.
Built in time saver functions to automation processes for client and admin tasks.
Features Accounting Firms Need
Timesheet & Analytics
Time sheets with backup suitable for including with your invoices. Firm, staff & client analytics and profitability reports in real time. Integrates overhead and non-billable time.
Due Date Tracker & Reports
Tracks tasks, clients and dates due, as well as progress & staff assigned on one easy to understand screen with infinite sorting abilities. Tasks and dates are customizable. Tracks progress versus prior year. Automatic reminder e-mails to staff and supervisor notification when marked complete. Easily exports to Excel.
Client Tax Checklist
Eliminates any question of what data has been received by each client. Those items not received are automatically sent to each client. You and the client always know what is still outstanding. Our most used feature and eliminates the “what am I missing” question we get hundreds of times each tax season.
Manages thousands of internal and client passwords, from your Dun & Bradstreet account to your clients’ bank accounts. Passwords are assigned “levels” and only those people at various levels have access to the same level password.
Creates a centralized repository for all client, vendor, personal and business contacts: enables sharing company-wide, or simply allows access from anywhere on any device. Also allows you to ‘link’ clients so creating Groups has never been easier!
Documents anything you want to document, remember or pass along to others from phone calls to reminders to staff notations and more.