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Description

Experience the convenience of cloud-based bookkeeping tailored for small business owners with Decimal. We recognize that bookkeeping can be the least appealing aspect of managing your business, so let us handle it for you. In just three minutes, you can free yourself from the burden of bookkeeping forever by selecting the plan that suits you best. Our dedicated in-house bookkeepers will collaborate with you, ensuring a seamless transition. By securely linking your bank accounts, credit cards, and platforms like PayPal and Square, your data will be automatically sent to our bookkeeping team. From that point on, your accounting team will keep your financial records current, manage payroll, and handle tax submissions, allowing you to focus on your passions. We have expertly integrated cutting-edge technology with personalized service to provide an unparalleled online bookkeeping experience. Additionally, with the Decimal app, you have access to a real accountant who is ready to assist you via call, email, or message whenever and wherever you need support, ensuring that help is always at your fingertips.

Description

MY CPA Dashboard serves as an essential online management tool for CPAs, simplifying the overwhelming world of accounting documents and client demands. This innovative software acts as a CRM specifically tailored for accountants, alleviating the burdens associated with managing an accounting practice while helping you achieve your professional objectives. Accountants, CPAs, tax professionals, and bookkeepers utilize this web-based platform to facilitate effective communication with clients, minimizing complications. The user-friendly, paperless interface connects clients directly to their financial professionals, enhancing both communication and overall client satisfaction. Upon registering with our accounting firm portal, you will establish a profile that enables you to input your clients' information. Simply enter your clients' names and email addresses, allowing you to leverage the CRM client portal for smooth and efficient communication. With this system, you can focus more on delivering exceptional service while managing your workload more efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Checkout Yes 
ABBYY Mobile Capture Yes 
AccessFintech Yes 
Axon Data Governance Yes 
Blue dot Yes 
Callsign Yes 
Clear Skye IGA Yes 
CompLions Yes 
DIGIT Yes 
Dataguise Yes 
Emma Yes 
Enlyft Yes 
Informatica Persistent Data Masking Yes 
LivePreso Yes 
Majesco Yes 
Oracle Digital Assistant Yes 
Oracle Partner Relationship Management Yes 
PTC FlexPLM Yes 
Project Portfolio Office (PPO) Yes 
ThetaRay Yes 

Integrations

2Checkout No 
ABBYY Mobile Capture No 
AccessFintech No 
Axon Data Governance No 
Blue dot No 
Callsign No 
Clear Skye IGA No 
CompLions No 
DIGIT No 
Dataguise No 
Emma No 
Enlyft No 
Informatica Persistent Data Masking No 
LivePreso No 
Majesco No 
Oracle Digital Assistant No 
Oracle Partner Relationship Management No 
PTC FlexPLM No 
Project Portfolio Office (PPO) No 
ThetaRay No 

Pricing Details

$355 per month
Free Trial Yes 
Free Version No 

Pricing Details

$300 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Decimal

Founded

2020

Website

www.decimal.com

Vendor Details

Company Name

CPA Organizer

Country

United States

Website

www.mycpadashboard.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders No 
Tax Management Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management Yes 
Collections No 
Expense Tracking Yes 
Fixed Asset Management Yes 
General Ledger Yes 
Payroll Yes 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

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