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.
- 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:
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
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.