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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
API Access
Has API
Integrations
ActiveCampaign
Basecamp
Basecamp Scout
Formstack
Formstack Documents
Highrise
PayPal
ProjectManager
Shopify
Stripe
Integrations
ActiveCampaign
Basecamp
Basecamp Scout
Formstack
Formstack Documents
Highrise
PayPal
ProjectManager
Shopify
Stripe
Pricing Details
$24 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
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
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
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
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
