Online Document Storage​

Online Document Storage For Accountants

Our Online document storage allows you to securely store documents and files online to share within your company, with remote work forces and business partners.

Top 4 Benefits of using Online Document Storage:

1. Employees can work from anywhere, Online storage data allows employees to work from anywhere there is an internet connection which will enhance productivity.

2. No server maintenance, One of the greatest benefits you get from using online storage services is that you don’t need to hire IT staff or retain consultants to maintain a server for all your digital data.

3. Money Saving, Cost is a big reason why many companies use online data storage services over in-house options, since managing servers in-house is much expensive compared to outsourcing it.

4. Data Security, Every year, the threats of different cyber attacks are becoming widely spread. By using cloud data storage, You will become become largely immune to these cyber attacks.

Client Portal

Client Portal Between Clients and Their Accountants

Our Client Portal 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.

My CPA Dashboard Client Portal can provide the following features for you:

1. Document Sharing 

2. Library of Standard Forms 

3. Access to Secured Information 

4. Dashboard Interface

5. Loss Prevention 

6. Automatic Updates

7. Sustainability


Secure File Sharing

Secure File Sharing For CPAs

Whether you are sharing important documents with clients, employees or partners, My CPA Dashboard provides you with an easy and one stop CPA solution for storing and sharing files on the cloud.

Many businesses have several data sources and remote locations with which they exchange data, including secure file sharing with clients. Our effective secure file sharing system will help you centralize the management of file sharing, which will improve data security as well as operational efficiency using encryption and restricted authorization to help ensure data security and privacy. This provides businesses with a safe way to transmit files to users inside and outside their private network


e-Signature, Easily Sign Documents With Your Accounting Clients

Save Time Signing Documents Online, My CPA Dashboard’s built-in eSignature features give you a perfect experience for signing documents online anytime, anywhere.

Why e-Signature?

1. Improve processing speed, There are many many ways that electronic signatures can streamline and accelerate the processing speed, including:

A. A digital signature is good for the long term of the contract’s life, doing away with repetitive signing.

B. Negotiations can be accelerated because each step in the process is authenticated and easily accessed by all the different parties, so critical issues can be flagged and tracked until the very final execution.

C. Even if the parties are geographically diverse, signatures are now done electronically so there is no delay in updating or executing contracts.

2. Reduction of transaction costs, The automated processes of electronic signing can reduce the financial impact of human error such as signing mistakes, which as yo know can slow down the process or cause eventual costly problems.

Also, don’t forget the obvious savings on items such as paper, copying, packaging, and shipping. These costs may seem minimal, but they add up.

3. Enhanced Security, Another advantage of e-signatures is that there is less worry about security than with paper signature, which can easily be meddle with. also such electronic signing capability can automatically detect even minor altering and record more data points than paper.


Easily Assign Tasks

Easily Assign Tasks With Your Accounting Team

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 to do, to share specific documents with you, or ask them specific questions through our CRM portal.

Why is this so Important for CPAs and Accountants?

Having this feature will be able to reduce your workload of at least 40%, improve productivity, improve internal and external collaboration as well as improve client management tasks process.