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:
City, State, zip
Admin Partner (full access to everything)
First & last names
Hourly billable rate
Hourly cost (for profitability reports)
Sales tax deadlines
Payroll tax deadlines
Email address of person administering CPApp
Email address that goes to the entire staff
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: