AccountantWS Offers a Holistic Practice Management Platform to Help Modernize CPA Firms


Posted November 1, 2022 by AccountantWS

The accounting software solutions expert provides a feature-rich platform to meet the needs of modern CPAs

 
California – November 01, 2022: Accounting practice management specialist AccountantWS offers robust cloud-based accounting practice management software to help the most demanding CPAs maximize their productivity. Each feature on the platform is designed for CPAs by CPAs to manage their tasks as effectively as possible. The software is available at multiple price points depending on the number of individual and business clients a CPA firm caters to. It’s also customizable according to each user’s requirements.

AccountantWS’s software makes it convenient for CPA firms to track and prioritize their clients’ tax filings. It also helps firms create client-specific projects, assign tasks, and track each CPA’s progress using a convenient dashboard. This aids in the optimal distribution of work at the firm while also maximizing client retention. If CPAs require further information while completing their tasks, they can contact both clients and colleagues using the software’s integrated communication system. The software also lets CPA firms manage their clients’ documents using a self-organizing document management system.

When asked to comment on the company’s mission and vision, co-founder Nidhi Jain said: “We envision our software to become a world-class product that helps CPA firms run as efficiently as they can. We know how difficult it is for CPAs to focus on their clients’ financial well-being while juggling practice management. Our software does the hard work for you. It’s an intuitive platform with features that are designed to make CPAs more agile. With AccountantWS, you don’t have to worry about spending hours on tasks that can be automated like managing documents or tracking leads.”

AccountantWS lets CPAs customize their software dashboards by selecting the sections they want to show their teams. This includes “to do” sections for tasks and projects, as well as sections for file uploads, invoicing, and adding clients.

The software dashboard gives each CPA a holistic view of the firm and helps them stay on top of their work. It allows CPAs to observe what aspects of the firm the software automates such as tax workflows and message alerts. The software also has third-party app integration capabilities for apps like Google Calendar and lets CPA managers provide role-based access to their teams.

About the Company
AccountantWS is a small business accounting software specialist that provides cloud-based accounting software solutions for CPAs by CPAs. It was founded by a mother-and-son duo who have extensive accounting and software development experience between them. The company helps CPA firms lower their costs and optimize their business processes simultaneously.

Contact Information
Website:https://www.accountantws.com/
Contact Form: https://www.accountantws.com/contact-us
Facebook: https://www.facebook.com/Intel-Workspace-104968428663949
LinkedIn: https://www.linkedin.com/in/intel-workspace-b36032225/
Twitter: https://twitter.com/IntelWS
-- END ---
Share Facebook Twitter
Print Friendly and PDF DisclaimerReport Abuse
Contact Email [email protected]
Issued By Accountant WS
Country United States
Categories Accounting , Business , Software
Tags cloudbased accounting practice management software , accounting practice management , small business accounting software , accounting software solutions
Last Updated November 1, 2022