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Description
Bench Accounting is a comprehensive bookkeeping and accounting solution tailored to assist small business owners in maximizing their time and concentrating on business growth by providing professional bookkeeping services alongside robust financial software. The platform assigns dedicated teams of bookkeepers who manage monthly reviews of transactions, prepare crucial financial statements, and facilitate tax preparation and filing. By automating processes like transaction categorization and producing real-time financial reports, Bench enhances the management of finances, enabling businesses to gain immediate insights. It also connects with various tools such as QuickBooks, Stripe, Square, and Shopify, which helps to simplify operations and maintain accurate bookkeeping. With efficient communication channels established between clients and their bookkeeping teams, users can retrieve financial reports and data whenever needed, ensuring access to precise and actionable insights that support informed decision-making in their business endeavors. Additionally, the platform's user-friendly interface makes it easier for entrepreneurs to navigate their financial landscape without unnecessary complexity.
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
API Access
Has API
Integrations
BigCommerce
FreshBooks
Gusto
QuickBooks Online
Shopify
Square POS
Stripe
Integrations
BigCommerce
FreshBooks
Gusto
QuickBooks Online
Shopify
Square POS
Stripe
Pricing Details
$299 per month
Free Trial
Free Version
Pricing Details
$300 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bench
Country
United States
Website
www.bench.co
Vendor Details
Company Name
CPA Organizer
Country
United States
Website
www.mycpadashboard.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management