Skip to Content

Posts Tagged ‘crm_for_cpa’

Advertisement :
Sponsered Links :
How to be Familiar with Online File Storage?

How to be Familiar with Online File Storage?

Submitted by • September 16, 2020

mycpadashboardblog.weebly.com - Online document storage for business is progressively becoming an integral part of any company offering accounting and/or bookkeeping services. It offers a sense of protection to the small business owner because hard copies can easily be spoiled or misplaced, and ...

Client Communication for CPAs

Client Communication for CPAs

Submitted by • September 14, 2020

sites.google.com - Clients typically comprehend that practice will have several employees working on their accounts. However, if you use that client as a way to train new staff without proper omission, the client will feel de-valued. Email Marketing is very common nowadays, ...

Why Blogging For CPA Websites is Beneficial?

Why Blogging For CPA Websites is Beneficial?

Submitted by • September 11, 2020

mycpadashboardblog.blogspot.com - Your Website solutions for CPAs and accountants give viewers a taste of what working with your firm is like. Easy-to-read articles on websites for CPAs & websites for accountants with useful material highlight your firm as a source of treasured ...

Bank Account Integration CRM With Payment Gateway, My CPA Dashboard

Bank Account Integration CRM With Payment Gateway, My CPA Dashboard

Submitted by • September 7, 2020

www.mycpadashboard.com - My CPA Dashboard synchronize directly with your bank in order to fetch all bank statements imported automatically in My CPA Dashboard every. Synchronization process takes place after every couple of hours. We enlisted all supporting banks. You have to find ...

Easily Assign Tasks to Your Accounting Team

Easily Assign Tasks to Your Accounting Team

Submitted by • September 4, 2020

www.mycpadashboard.com - Using this easily assign tasks feature in My CPA Dashboard CRM will give you the ability to assign tasks to your team members internally as well as the ability to assign tasks to your clients externally whenever you want them ...

Client Portal Between Clients and their Accountants

Client Portal Between Clients and their Accountants

Submitted by • August 31, 2020

www.mycpadashboard.com - Our Client Portal provides your clients access to their own projects, contracts, services and account in order to improve transparency and help clients help themselves. It offers your clients on-demand access for the services you do for them smoothly. Our client ...

CPAs Portal Post Covid-19

CPAs Portal Post Covid-19

Submitted by • August 27, 2020

www.mycpadashboard.com - CPAs Portal – There’s little doubt that, as the coronavirus disturbance of 2020 continues, many accountants have been alongside their clients for every step of the journey. Suddenly, accountants have discovered themselves superheroes of the economy because the aid from governments ...

3 Reasons CPA Should Provide “Out of Hours Support”

3 Reasons CPA Should Provide “Out of Hours Support”

Submitted by • August 25, 2020

www.mycpadashboard.com - If you provide online bookkeeping services to small and medium-sized businesses and want to add a USP to your credentials, then consider offering out of hours support to clients. Bookkeeping and accounting experts that work with businesses without sharing the ...

How to Improve Accounting Clients’ User Experience (UX) – Part 1

How to Improve Accounting Clients’ User Experience (UX) – Part 1

Submitted by • August 20, 2020

www.mycpadashboard.com - User experience is at the core of both the success and failure of a business. If a business can deliver positive user experience, then it will eventually be able to build a good standing with its clients and ensure its ...

Advertisement :