My CPA Dashboard | CRM For Accountants

How did we come up with the idea
The idea for My CPA Dashboard was born out of frustration. Our founders owned accounting 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.

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