Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We help businesses get paid faster and make accounting easier.
Stop Doing Redundant Tasks
Our state-of-the-art technology powered by machine learning allows you to quickly calculate years worth of expenses in just an hour.
Make professional invoices
Pay quickly from your invoice
We created invoices that allow you to get paid directly via Stripe, PayPal or Square.
In the event that your client forgets to pay, they will be automatically re-assured and you will be notified once payment has been made.
Your invoice will be updated with the matched payments.
Get ready for tax filing!
Are you ready to visit your accountant?
In just two clicks, your Balance Sheet is ready.
You can also share any reports or your entire account with your accountant in a matter of seconds.
Now you are collaborating. It was simple.
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
Yes
API Access
Has API
No
Integrations
ActiveCampaign
Yes
Basecamp
Yes
Basecamp Scout
Yes
Formstack
Yes
Formstack Documents
Yes
Highrise
Yes
PayPal
Yes
ProjectManager
Yes
Shopify
Yes
Stripe
Yes
Integrations
ActiveCampaign
No
Basecamp
No
Basecamp Scout
No
Formstack
No
Formstack Documents
No
Highrise
No
PayPal
No
ProjectManager
No
Shopify
No
Stripe
No
Pricing Details
$24 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
No
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
LessAccounting
Founded
2006
Country
United States
Website
lessaccounting.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
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
No
Payroll
Yes
Revenue Recognition
No
Spend Management
No
Tax Management
No
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