My CPA Dashboard

CPAs, bookkeepers, and tax professionals marvel at all the features available with My CPA Dashboard. Many say it’s as if someone found a way into their brains and made an accounting portal specifically for them. Our team might not have the power to read minds, but we used our own experience as CPAs and Accountants to create accounting firm technology that is perfect for those inside the industry. The idea for My CPA Dashboard was born out of frustration. Our founders owned CPA practices that caters to small businesses, doing everything from bookkeeping to payroll. We struggled with collecting data and communicating with our clients. It seemed like an uphill battle, and we were tired of wasting time sifting through emails, tracking down data, and requesting documents. That’s when we came up with the idea for My CPA Dashboard. Our team used the accounting technology to stay organized, collect data, and communicate with clients. It didn’t take long to realize we had something special,