My CPA Dashboard

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    About the Company

    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.

    Our Services

    1. Billing and Plans 2. Online Document Storage 3. Client Portal 4. Secure File Sharing 5. Easily Assign Tasks 6. Bank Account Integrations 7. E-Signature

    Advisory type

    Accounting, Audit & Advisory

    Service line

    Financial Services

    CPA Practice Management Software Client Portal

    Offices

    Dallas, TX

    Our Snapshot

    • Company Size (FTE): 11-50
    • Offices: 2