The CPA App is the one stop app that allows CPAs to streamline communication with their clients by offering an interface to share the value they provide their clients. Fully integrated with your Client's QuickBooks Online.
When new clients come on, the tax interview will help you get a better understanding of their profile and ways you can provide them value
Clients can fill out a tax organizer, upload documents and access historical year's tax documents
Send your clients messages and alerts automatically and receive messages back from the Communications Board portal
In the quarterly review section discuss tax planning assumptions, savings, and exchanges. Also organize and attach documents for your client. See progress from you clients as they work through each step. Receive email notifications when they are completed.
In the bookkeeping tab, discuss bookkeeping assumptions and summarize each month. Set action items for your clients and exchange documents as needed.
30 Day Free Trial
|Per client||$1 per client per month||1||Each client will have their own portal and admin has access to all client portals|
|ProAdvisor Program||Free Account for Life||1||Are you a QuickBooks ProAdvisor? If so, you can get one free Gheen: The CPA Admin User|
Tech Support is offered via phone and email to CPA Firms but not directly to the clients