My CPA Dashboard

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MY CPA Dashboard is a CPAs Website 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.

The idea for My CPA Dashboard was born out of frustration. Our founders owned accounting practices that caters to small businesses, doing everything from bookkeeping to payroll. We struggled with collecting data and communicating with our clients. It seemed like an uphill battle, and we were tired of wasting time sifting through emails, tracking down data, and requesting documents.

Our team used the accounting technology to stay organized, collect data, and communicate with clients. It didn’t take long to realize we had something special, though. We realized it could help other accountants just like us, so we decided to offer the software to other firms, as well.

We didn’t start out with the mission to develop game-changing accounting firm technology, but that’s what we did. The success of My CPA Dashboard shows the power of technology when it’s created by someone inside of the industry. By creating software to meet our own needs, we met the needs of countless other Accountatnt, CPAs, bookkeepers, and tax professionals.