Elevate Client Relations, Empower CPA Productivity
Finally. A secure and easy to use interface for you and your clients.
Making The Customer Experience Easier
Let’s face it. If you have a bad customer facing website or interface your customers will notice. Synchronized CPA is designed to improve the experience for both you and your customers. Powerful tools in this platform will help streamline your existing processes, and allow you to more quickly and easily interface and communicate with your customers.
Secure Transmissions
Send messages to your customers without it landing in their email inbox. Customers no longer have to worry about their information being stolen from their inbox.
Asking your customers to send you financial information via email is insecure as well. Synchronized CPA provides a built in secure platform for sending and receiving files.
Powerful Automations
The Synchronized CPA platform has power automations built in to help you quickly and efficiently manage your customers.
Quickly generate customer engagement agreements, invoices, internal projects, customer facing projects via automations. Think of it as a “when this happens, do that” system.
Packed with
Features you’ll love
Automations
Powerful automations allows you to generate projects, invoices and more.
Projects can be scheduled on a recurring basis.
Tasks can be assigned to staff and clients.
Automatic reminders to clients who have pending tasks.
Quickly assign documents to clients or staff that need their signature.
And much more!
Document Signing
Build beautiful, dynamic contracts & agreements with our powerful Content Block Editor
Create Templates with dynamic data placeholders for quick creation and automation
Place “signer” placeholders with ease, which will populate as an interactive signature pad
Can be used to sign PDF’s generated by your tax software.
CRM
See and manage all Contact information and resources in one place
Assign Clients to specific Salespersons so that they are private
Assign each Client a “Client Coordinator” as their go-to point of contact
Keep Private or Shared Notes on every interaction with the Contact
Quickly create and manage internal Tasks related to the Client
Upload/Manage/Download all Client Files from their Dashboard
Invoicing and Billing
Easily build and send out Estimates and Invoices to Clients, using ‘Items’, ‘Taxes’, and ‘Discounts’
Clients can easily pay their Invoices right inside their portal using your choice of Payment Gateway
You’ll be notified as soon as a Client makes payment, which will be automatically logged in the ‘Payments’ tab
Optionally allow Clients to make partial payments on their assigned Invoices
MOBILE APP
Give your Clients the full of White Label experience (with Custom URL configured)
Your Clients can install the app on their Apple or Android mobile device
Your Clients can experience your Portal, and interact from anywhere using their mobile device
The mobile experience for both your Clients and Team is as close to the desktop experience as possible
Price
$397/mo
- CRM, File Exchange and More
- White Labeled with your name/logo
- Use your own domain or one of ours!
- Unlimited Staff – Unlimited Customers
- Credit card vaulting
- Simplify the Customer Experience
- Learning Management System Available
- Email and Drip Marketing Available
- Embeddable Remote Chat Available
- Form Cannons – Email Cannons
You will be charged a one time fee of $1297 for initial setup.
This include Portal branding and configuring the Portal to meet your specific needs.
Price includes 3 hours of complementary support each month.
FAQ
Have questions? Amazingly enough, we have answers.
About Synchronized CPA
Synchronized CPA is owned and operated by Synchronized Group, LLC.
