Jul 29, 2022
No image
Service categories
Domain focus
Banking & Financial Services
Legal
Programming language
Python
Frameworks
Django
CMS solutions
WordPress
Challenge
Develop an online CPA management tool for CPAs, accountants, and bookkeepers, A dashboard that provides a CRM portal, document storage, assigning tasks, and more.
Develop an online CPA management tool for CPAs, accountants, and bookkeepers, A dashboard that provides a CRM portal, document storage, assigning tasks, and more.
Solution
MY CPA Dashboard is an online CPA management software that is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction.
MY CPA Dashboard is an online CPA management software that is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction.
Results
Project in ongoing
Project in ongoing