CPA Tracking Software for the small CPA

May 19, 2015
Tracking everything in your CPA firm can be tricky. We have our own responsibilities and then we also care for each of our clients. Expected to never let anything slip we have to follow a strict workflow or deal with penalties, upset clients and staff turnover.

CPA Tracking Software can be either passive or active. An active tracking system such as the one we have designed will actively let you know about deadlines that are coming up, notify clients of what is expected and collect everything needed for you the CPA to do their work efficiently. In small firms having multiple staff is a luxury that isn’t available, and thus using software that maximizes your staff and gets the job done is extremely important.

If you are choosing your next practice management software of simply tracking software, make sure you don’t end up paying more for it with your time and frustration. It is important to choose wisely and make sure you run and active tracking system, as it really maximizes your potential for growth and prosperity.



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