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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.
Description
When it comes to handling your documentation, whether you're drafting an offer, generating an invoice, creating an income statement (EÜR), notifying advance sales tax (UStVA), recording project hours, or establishing a digital document archive, everything can be accomplished using a single tool. The TimeTracker feature allows you to log working hours in real-time, seamlessly integrating project management with your accounting processes. Comprehensive reports such as BWA, cash flow analyses, and project summaries provide you with crucial insights whenever needed. You have the flexibility to customize all documents to align with your company's branding through letterhead and a CSS editor. An integrated customer management system (CRM) supports an unlimited number of contacts and classifications, ensuring efficient organization. The creation of UStVA and EÜR documents is simplified, allowing for instant generation with just a click. Furthermore, the UStVA can be effortlessly submitted to the Elster portal via an XML file, streamlining your tax reporting process. By utilizing this all-in-one tool, you enhance efficiency and accuracy in all your administrative tasks.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$300 per month
Free Trial
Free Version
Pricing Details
€8 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
CPA Organizer
Country
United States
Website
www.mycpadashboard.com
Vendor Details
Company Name
odacer finanz Software
Country
Germany
Website
www.papierkram.de/
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
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
