One Online Solution.
Thousands Of Hours Saved.
A single, automated, online platform that replaces all of 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-saving functions to automate processes for client and admin tasks.
CPApp wasn’t created in a boardroom to drive profits and share price. Instead, CPApp was developed in the trenches, in a way that makes sense for a real accounting firm, with real clients, real struggles, real deadlines and real time constraints.
CPApp saves everyone hours and hours each week!
Import your client list and invoice seamlessly through QuickBooks Online!
Features Accounting Firms Need
Timesheet & Analytics
Timesheet with backup suitable for including with your invoices. Firm, staff & client analytics and profitability reports in real-time. Integrates overhead and non-billable time.
Automatically creates invoices in QuickBooks® Online.
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 emails to staff and supervisor notification when marked complete. Easily exports to Excel.
*included in free CPApp Basic
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!
Seamlessly sync your client list with QuickBooks® Online.
*Included in free CPApp Basic
Documents anything you want to document, remember or pass along to others from phone calls to reminders to staff notations and more.
What You Get
|CPApp||CCH||Thomas Reuters||Intuit QBO||Jetpack||Canopy|
|Due Date Tracker||some|
|The most robust billing and timesheet analytic reports in the industry; by employee, client and division|
|Client Notes, specific to each client and employee level|
|Notes, limited to selected employees|
|Custom Tax Instruction Sheets|
|Password Manager – Passwords with employee level security clearance and access|
|Individual Tax Checklist specific to each client; email to client|
|Weekly due date tracker list emailed to all staff|
|Customizable client speed timers|
|Custom and default billing rates for each client and employee|
|Customizable client email reminders|
(ie, estimated tax reminder)
|Web Links - a centralized "favorites" bar you all share|
|Report covers, with client logos|
|Slip Sheets for various sized envelopes|
|Labels; 30/sheets, folders, etc.; selected categories|
|To do lists - for one-off tasks|
|WIP report, calculates for all clients or select just those that are billed monthly|
|"Tags" to group clients|
|April 15th count down timer!|
For any accounting firm, CPApp is a game-changer.
Try CPApp Basic, Sole Proprietor, or Premium today!