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Description
Accounts Draft serves as a web-based AI toolkit tailored for accountants, bookkeepers, and firms specializing in accountancy. This innovative platform offers features that transform PDF bank statements into Excel formats, categorize transactions into appropriate accounting categories, and generate trial-balance data efficiently. Furthermore, users can pull details from invoices, perform comparisons between draft accounts and previous year’s financials, and compile audit working papers by selecting specific transactions and aligning them with relevant supporting invoices. The client-operations functionalities facilitate the creation of onboarding packages, which include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all with company information automatically populated from Companies House. In addition to these features, the toolkit provides functionalities for preparing fee quotations, generating company-secretarial documents, and completing HMRC 64-8 authorization forms. Users benefit from the ability to download outputs in spreadsheet, Word, and PDF formats, allowing for seamless integration into their existing accounting processes. Overall, Accounts Draft enhances productivity and accuracy for financial professionals in managing their tasks.
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
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Trial
No
Free Version
Yes
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
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Accounts Draft Limited
Founded
2025
Country
United Kingdom
Website
accountsdraft.com
Vendor Details
Company Name
CPA Organizer
Country
United States
Website
www.mycpadashboard.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
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
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
