How it works?
Remind yourself and Clients
Your clients know what to do and when.
You know who to talk to and when.
Less nagging chats and more high value conversations.
Grow your practice
Save time on minutia.
Service more clients better.
Collect client documents
Client documents are truly provided by client. We have the tools necessary to empower them to do a lot of the collecting for you. Just incase we also have a failover system for when clients provide a box of papers delivered to your desk.
I usually think of software as a pain, but CPASquirrel requires so little of me and gives so much.- Beta User