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Onboarding

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

The Benefits of Onboarding

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 $1,200*

We will Set Up Account, Import Client Contacts, Set Up Employee Costs/Billing Rates, Set Up Staff Levels, Set Up Billing Tasks and Provide a Personalized Training Session. 2 Months CPApp Premium Included.

*$1,200 is the typical one-time cost for companies with 5 – 10 users.

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:

Tax Checklist setup IS NOT included with Onboarding.
This is custom created for each individual client and must be done in-house.

Please contact us to order and schedule CPApp Onboarding:
(203) 816-6065
support@cpapp.io

You can also DIY by following these steps.