My CPA Dashboard Description
MY CPA Dashboard, an online CPA management tool, is your lifeline in a searing sea of accounting paperwork and client demands. This online tool, which can be used as a CRM for CPAs and CRM for Accountants, removes the stress from accounting firm management and makes it easier to achieve your goals. This web portal allows CPAs, accountants, bookkeepers, tax professionals, and tax professionals to communicate seamlessly with their clients without any hassle. This portal is paperless and easy to use, connecting clients to their accountants, bookkeepers, tax professionals, and CPAs. It improves client communication and satisfaction. Sign up to our accounting firm portal and you will be able to add clients. To communicate with your clients, simply add their names and email addresses to the CRM client portal.
My CPA Dashboard Alternatives
Plooto
Plooto makes it easier to manage your clients' accounts payables, and receivables. It is also more efficient, streamlined, and more profitable. Plooto has been trusted by thousands of accountants, bookkeepers, and firms. It is the ideal tool for accountants and bookkeepers who want to grow their AR/AP practice and increase their revenue. Your AR and AP processes will be reduced from 5 hours down to 10 minutes.
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Synder
Synder is an accounting software that small businesses can use. It offers high-quality support, 24/7 customer service, and advanced automated features. Once you have connected all your sales channels and payment platforms, Synder will provide automatic bookkeeping. This ensures accurate and error-free synchronization, categorization, live data reconciliation, and transaction data synchronization. Synder keeps accurate records of all your payment data, without duplications. The detailed and 100% accurate Profit and Loss Reports provide additional information that can be used to analyze your business' cash flow or budget planning.
The software runs smoothly and is fully automated. You don't even need to log in. Synder allows you to apply sales taxes, taxes based upon location, shipping address, product names, etc. Customers are reminded of regular payments by recurring invoices. Synder offers a free trial to see the software in action.
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NolaPro
NolaPro is an ERP-level accounting, order tracking, inventory, and payroll system developed in Linux that can compete with much more expensive options.
It can be customized and scaled to fit any business size, unlike any other accounting program.
Cloud version is available for those who prefer a more hands-off approach. However, it can be downloaded locally on Windows and Linux platforms for those who prefer greater control and security.
Fulfillment & Service Order Management, AP and AR, CRM, General Ledger. Payroll, Timeclock, B2B Portal (for secure client invoicing payments) and integration to many 3rd-party apps. Or request your own!
NolaPro supports multi-currency and offers tons of options & additional features. It also comes fully loaded with more than 150 standard reports.
CNet, Entrepreneur Magazine, TechRepublic and The Linux Journal all agree that NolaPro offers flexibility, features, and pricing that provide unmatched value and efficiency in managing your business.
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Akounto
Akounto, a cloud-based accounting software and bookkeeping software, is designed to help businesses streamline and manage their financial data.
Akounto is here to help you manage your finances. Akounto allows you to keep track of your cash flow on the move and enjoy seamless connection with your business by linking your bank account to your Akounto dashboard.
Akounto is your trusted partner for all your bookkeeping and accounting needs!
Akounto allows you to track and customize invoices, automate book entries, and bring your business pulse to your fingertips with just a few clicks. Akounto is also available through Android and Windows, so you can access it from anywhere.
Akounto makes it easy and stress-free to grow a business.
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Pricing
Pricing Starts At:
$300 per month
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
CPA Organizer
Headquarters:
United States
Website:
www.mycpadashboard.com
Media
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Product Details
Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Customer Support
Phone Support
My CPA Dashboard Features and Options
Accounting Software
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
My CPA Dashboard User Reviews
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