Create, Assign, and Manage Tasks Online

Like every other professional worker, Accountants and CPAs often work more than full time. As of the research of 2019, 25% of CPA’s worked more than 40 hours per week, their work stress increases when tax and budget deadlines require overtime hours. According to "The CPA Journal," common reasons for stress on CPAs include too much work, time restrictions, a broad spectrum of tasks, and responsibility for other workers. Work-related stress causes poor job satisfaction, nonattendance, and health issues.

As a successful CPA, you need a few tools to do your job effectively and. One of the most wanted tools is good Online CPA management software which will wear off your work burden.

With hundreds of options available in the market, it is difficult to choose the best suitable software for your work through which you can create, assign, and manage tasks without any hassle.

If you try to find the best online CPA management software, Unfortunately, there isn’t just one perfect option. Because what works for one CPA may be way inappropriate for another. However, it is possible to pin down your choices, eliminating software that’s old-fashioned or overpriced.

Basic Features of Online CPA Management Software

1. Create, Manage, and Assign Tasks Online: Having this feature of creating, managing, and assigning tasks will reduce your workload by 40%. You will be capable of creating and managing tasks without any trouble and assign tasks to your team members internally as well as the ability to assign tasks to your clients externally.

2. Online Document Storage: To keep your confidential data secured, cloud storage is always the top priority of victorious CPAs around the globe. Through online storage, you can approach all your data online safely. Online document storage feature allows CPAs to securely store documents and files.

3. Secure File Sharing: Whether you need to share important documents with clients, employees, or partners. Online CPA management software provides you with an easy and one-stop CPA solution for storing and sharing files (on the cloud).

4. Client Portal Between CPAs and their Clients: Client Portal provides your clients access to their own projects, contracts, services, and accounts in order to improve clarity and help clients help by himself. It provides your clients with access (at their request) to the services you provide to them.

5. Bank Account Integration: Adding bank transactions manually is an exceptionally difficult task for CPAs. Besides being time taking and difficult, this task requires undivided attention. One simple mistake can cost you a great deal.

6. E-Signatures: In this era of technology, where offshore businesses are on the climax. Each and every consent and every approval requires a signature. Due to off-shore t businesses, digitalization changed the business processes.  E- signatures are used rather than traditional physical signatures. 

7. Different Price Plans: Depending on the features you need, most software offers several plans as per your needs and budget. With multiple options, you can choose which services want and how much you pay for those services. 

As a busy professional CPA, it is difficult to choose the best software as per your requirements. Luckily, we’ve put in the effort for you that will help you choose the best from the top 5 online project management software.

1. Xero

2. FreshBooks

3. QuickBooks

4. My CPA Dashboard

5. Sage