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LinkedCPA
for Accountants
Manage your clients and team members
from the Control Panel that gives you
complete control of your business. |
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LinkedCPA for Accountants > Overview | Tutorials | Key Features | Pricing | FAQ
Overview
Tracking your clients and team members, plus company workflow is the hardest part of managing an accounting firm. You must be in constant communication with all sides to make sure that a clients accounting needs are met timely, proficiently and professionally. As the administrator, you are torn in different directions everyday, with your own workload building up around you.
LinkedCPA is the first accounting management tool that allows:
• See all uploaded files from clients in one list. Click files to preview or save to desktop
• See all reports your team sends to clients, and know when your clients have viewed them.
• File management is as easy as point, click and drag.
• Clients and team members can upload files to the file structure through Upload File Applications.
• Accounting software hosted on secure servers, nightly backups. Open multiple applications and sit on toolbar.
• Notifier lets team members and clients know when documents are ready, even if the control panel is closed.
• Branded to your company. We are nowhere to be seen.
• First class webinars that cover everything from marketing to growing your business
• Branded marketing materials provided to sell your services to your clients
• A first rate, first of its kind, back office system that will save you time and money.
With new features constantly being added, and strategic partnerships forming, LinkedCPA is the one program that makes managing your office easier, and it is extremely affordable.
Test drive us for 30 days! We believe you will love what you can do.
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We are working with partners and other
CPA’s to build a certification process
that will allow your accounting firm to
become certified on the system.
Once certified, you will receive a logo
to place on your website, and will
receive access to leads asking for
accounting services in your area.
> eMail us to learn more! |
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