CPASAGE

CPA smart practice management solution

Smart CPA

Practice Management Solution

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Efficient tools

- Efficient team/Client management
(Active/Inactive/Archive/Delete)

User Experience

- Team/Client Dashboard Visibility
- Receptionist view

Advance Funtionality

- Business Tracking
- Analytics - Lead tracking, Conversion ratio, Retention ratio etc
- Intergration with excisting CPA site/Provide a new CPA site
- Insight(Practice/Client/Growth)

Keep your team organized

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Document Portal

Client Portal
Secure File share
E Signature
Payments

We’ve built a secure and encrypted document portal. Both the CPA practice and client can upload and share documents between each other.

Client Portal
Productivity

Keep Your Team Organized.

Productivity
Workflow
CRM
Communication
Document Management

 

See your team’s daily progress at a bird’s eye view. Budget hours, track time, and delegate tasks easily.

Includes:

  • Task-based time tracking
  • Productivity dashboard
  • In-app timer

Our Team

Meet our team

Rajesh Pukhraj jain

Team Member

Mahipal Jain

Team Member

Divyansh Jain

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