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What is My CPA Dashboard?

MY CPA Dashboard is a vital online management solution for certified public accountants, streamlining the complexities of accounting paperwork and client expectations. This cutting-edge software functions as a client relationship management system specifically designed for accountants, easing the challenges of running an accounting firm while supporting your professional goals. Accountants, CPAs, tax experts, and bookkeepers benefit from this web-based application that promotes effective client communication and reduces potential issues. Its intuitive, paperless design links clients directly with their financial advisors, significantly improving communication and overall satisfaction. After signing up for our accounting firm portal, you'll create a profile where you can enter your clients' details. By simply providing your clients' names and email addresses, you can utilize the CRM client portal for seamless and effective communication. This system allows you to devote more time to providing outstanding service, all while streamlining your workload and enhancing productivity. Ultimately, this tool not only boosts operational efficiency but also fosters stronger relationships between professionals and their clients.

What is GrowthForce?

GrowthForce delivers a wide array of outsourced services, including bookkeeping, accounting, and controller functions. Our innovative online client portal, GF Connect, facilitates effortless collaboration, communication, and document sharing with your dedicated team of specialists, guaranteeing that your financial management practices are both systematic and effectively executed. By utilizing this platform, you can ensure that no detail is missed while staying informed from the outset of your onboarding process and throughout your weekly and monthly operations. GF Connect provides a convenient way to monitor your outsourced accounting tasks consistently. Moreover, with our user-friendly applications designed for iPhone, iPad, and Android devices, you can stay in touch and review your projects from anywhere. The combination of the support offered by your GrowthForce Team and the features of GF Connect will have you questioning how you managed without such a valuable resource before. This collaboration not only enhances efficiency in financial management but also transforms the way you keep your business organized and successful, paving the way for future growth and prosperity.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$300 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CPA Organizer

Company Location

United States

Company Website

www.mycpadashboard.com

Company Facts

Organization Name

GrowthForce

Date Founded

2004

Company Location

United States

Company Website

growthforce.com

Categories and Features

Accounting

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

Categories and Features

Accounting

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

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