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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
PitBullTax describes itself as the "Swiss Army knife" of tax resolution professionals because it allows CPAs, Enrolled Agents and tax attorneys to gather all their tax debt work in one place.
The software includes tools to make tax resolution work fast and efficiently, including:
- Secure ways to gather information about their cases
- Quick assessment tools to precisely assess their clients' situation
- Find the best possible solution for clients' issues fast, making use of the many tools and calculators in the software. You can even run simulations on PitBullTax.
- All the forms a taxpro needs to carry out the formal representation of each client, mostly (and sometimes completely) pre-populated by the application
- White-label all their reports and documents
- Calculate professional fees, invoice and even charge them from their application
- Carry out integration with other software through PitBullTax API and Zapier
In addition, PitBullTax allows porfessionals to receive tax resolution training that updates and refreshes their knowledge, or welcomes new professionals to the practice.
API Access
Has API
API Access
Has API
Integrations
Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft OneDrive
Wufoo
Zapier
Integrations
Docusign
Docusign Identify
Dropbox
Google Drive
Microsoft OneDrive
Wufoo
Zapier
Pricing Details
$300 per month
Free Trial
Free Version
Pricing Details
$120/month/user
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
PitBullTax Software
Founded
2010
Country
United States
Website
www.pitbulltax.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
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