Billing And Plans

 

Everything You Need To Know About Billing and Plans.

MY CPA Dashboard is a complete crm solution for accountants and enables you to bill your clients easily.

If you are a CPA, accountant or bookkeeper, searching for a best CRM, you’ll be fascinated by My CPA Dashboard. Available in different affordable subscription plans. It comes with an extensive client portal, invoicing, client subscription plan creator and a secure cloud storage. What else? You need integration with payment gateway, like Stripe? We’ve got that too. You can use this CRM to run your own practice, or selling your services to your clients or both. The best part is, you can charge your fee to your client.

Following are few benefits of Using My CPA Dashboard

Stripe Integration

We provide a facility of integrating one of the most common payment gateway i.e. Stripe to your CRM account which aids in payments and charging clients. By using Stripe, you can charge your clients too. The payment you receive will not be subjected to any sort of fee from our portal. It’s totally free!


Subscription Types

You can create subscription plans for your clients i.e. weekly, monthly etc depending upon the task settlement between you and your client. Moreover, you can also charge onetime fee from your clients.


Client Portal

Client portal maintains the record of your clients. Here you can view the records of every client in a separate tab. You can view transaction and work history.


Invoicing

We facilitate our clients (accountants) by allowing them to create invoices within our portal and collect payments from their clients using Stripe. We do not charge extra fee for this service.