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Onboarding

Let us do the bulk of of the work setting up and configuring CPApp for you!

The Benefits of Using Our
Optional Onboarding Service

Our goal is retaining you as a satisfied customer and this is the reason we offer CPApp Onboarding.

  • Your CPApp account will be set up and configured correctly the first time.
  • We’ll provide complete training for your office point person.
  • You’ll be up and running in no time and will immediately benefit from using CPApp.

CPApp Onboarding

$295

  • Account Setup
  • Set Up Client Contacts
  • Set Up Employee Costs/Billing Rates
  • Set Up Billing Tasks
  • Provide a Personalized Training Session
  • 1 Month of CPApp Premium Included

*$295 + $99 per user is a one-time cost.

Information we’ll need to get started:

N

Contacts:

required fields:
Last name
First name
Business name
Street address
Suite/Apt
City, State, zip
Email
Phone

N

Staff levels:

for example:
Contractor
Intern
Staff
Senior
Manager
Partner
Admin Partner (full access to everything)
Administrative

N

Employees:

required fields:
First & last names
Hourly billable rate
Hourly cost (for profitability reports)
Mobile number
Address
Level

N

Billing tasks:

for example:
Personal taxes
Business taxes
Comp/review/audit
Bookkeeping
Consulting
Government correspondence
Payroll
Administrative
PTO

N

Tracker tasks:

for example:
1040
1065
1120
1120S
990
550
941
1099
Sales tax deadlines
Payroll tax deadlines

N

Email:

required fields:
Email address of person administering CPApp
Email address that goes to the entire staff

Please note:

Client-specific tasks are not included such as Tax Checklist, Individual entries in Tracker, etc. We will demonstrate all aspects of the software, including those areas we do not complete for you.

 

You can also DIY by following these steps.