Client Portal Software – An Easy Accounting Solution
A client portal software that fulfills your financial needs is available right here. Automate the financial statements, streamline the cash flow with the best version of My CPA Dashboard.
Our Client Portal Software 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.
How My CPA Dashboard Works
Diminish the horrors of missing files, late tax filings, and more with easy access to the best
CPA client portal for small businesses featuring quality characteristics.
Create Customized Document Folders
Organize the financial reports and documents in customized folders. Arrange folders on a yearly or monthly basis in chronological order. Finding the old documents in arranged folders is easier for the client.
Meet the Urgent Deadlines
Never miss a work deadline with the CPA client portal. My CPA Dashboard allows the accountant to set jobs to repeat with the custom scheduling functions. Prepare the financial statements on time and meet the deadlines.
Simple to use Dashboard
An easy-to-understand and navigate client portal that helps the accountants and clients to use the dashboard in the hour of need. The simple base structure of My CPA Dashboard lets you access filters, sort, and search to get the work done.
Tracking the Team’s Work
Always keep a hawk’s eye on the team. Say no to being blindsided thanks to the CPA client portal. Tracking the work progress, delay in invoices, and work schedule is visible to the accountant. Keeping up with the work tally is easy.
Manage the Cash Flows for Client
Get the measure of the workflow by keeping a solid track of cash flows. Keep tabs on the progress reports to identify early needs or make a financial strategy for the future of the client’s business.
A Synchronized World of Accounting
200+ jobs in Action
Remote Access Available
All Over the US
My CPA Dashboard Client Keeping the Firm on Track with Pro Features
Document Sharing
Reduce the stress of deadlines with the easy upload, download, and edit over the client portal.
Multiple Access
File sharing with multiple users through email and attachments allows easy access.
Encrypted Information
Forward secure information via encrypted emails to the clients with ease from inside your dashboard.
Efficient Cloud Storage
Unlimited uploads and downloads of the financial documents included in all three subscription plans.
Easy Navigation
Eye-catching and easy-to-use accountant and client portal dashboard to maintain control on tasks.
Progress Report
Find quick answers on how client’s financial statements affect their growth and balance the cash flow.
Custom Invoice
Accountants can charge clients with customized invoice subscriptions.
Tracking Progress
Easy to track employee activity, working hours, and performance added to the dashboard for maximum productivity.
Payroll Frequency
The client portal allows accountants and bookkeepers to customize the payroll as per their client’s requirements.
Custom Recurrence
Easy to set the jobs to repeat on a daily, monthly, or yearly basis. Choose the ideal option for your team.
Users Collaboration
Notify your team via message inside the My CPA Dashboard. The CPA client portal lets you make notes all in one place.
Encrypted Information
Forward secure information via encrypted emails to the clients with ease from inside your dashboard.