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Posts Tagged ‘cpa_software’

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Why Do CPAs And Accountants Need A Client Portal?

Why Do CPAs And Accountants Need A Client Portal?

Submitted by • October 5, 2020

mycpadashboardblog.blogspot.com - A client portal is an electronic gateway to a gathering of digital files, services, and information, reachable over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients. ...

Some Important Accounting Daily Tasks

Some Important Accounting Daily Tasks

Submitted by • September 30, 2020

mycpadashboardblog.weebly.com - How many tasks do you manage each day in your small business? Entrepreneurs and small business owners often easily assign tasks to accountants throughout the day, and it can be hard to keep up with the long list of responsibilities ...

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 Blog Posts, CPA Websites are Good for Accountants? (Part 1)

Why Blog Posts, CPA Websites are Good for Accountants? (Part 1)

Submitted by • September 10, 2020

www.mycpadashboardblog.blogspot.com - While not exactly duplicating yourself, a blog can help you reach more people. By writing steady blog posts for your firm’s website for accountants, you can teach simple tax and accounting ideas to your clients and potential clients. Write the ...

E-Signature Services Online Only at My CPA Dashboard

E-Signature Services Online Only at My CPA Dashboard

Submitted by • September 8, 2020

www.mycpadashboard.com - Now a days, off shore businesses are on peak. Every consent and every authorization requires signature. Due to distant businesses, digitalization overlapped the business processes. Here comes the e- signatures rather than conventional physical signatures. My CPA Dashboard provides E-SIGNATURE ...

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 ...

How a Great CPA Website Looks?

How a Great CPA Website Looks?

Submitted by • August 28, 2020

www.mycpadashboard.com - A website is of immense value to an online business. It provides the function as a brick-and-mortar storefront – forming the first impression and attracting customers. CPAs working online offering bookkeeping and tax preparation services are no exceptions to this. ...

How Best CPA Firm Websites Are Maintained

How Best CPA Firm Websites Are Maintained

Submitted by • August 10, 2020

www.mycpadashboard.com - After driving the hard-earned promotion budget into Google or Facebook ads, you must sincerely optimize your campaigns – testing, tweaking, and hoping that all of your clicks eventually convert into sales. Once you feature in good gross profit margin, shipping costs, ...

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