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CPA Practice Management Software
FIRMTAMER
CPA Practice Management Software | for CPAs by CPAs
Have any questions? Give us a call and mention promo code S2C3MO! (833) 347-6826
Software that Works, LLC the makers of Flockbase Church Software have released a new CPA Firm Management Software.
We know the challenges of efficiently operating a CPA firm. We've found the key is working smarter - not harder. That's why we created FirmTamer! It is an affordable, easy-to-use CPA practice management software with the tools to tame your firm so that it will not consume your life.
You're eligible for an extended free trial of FirmTamer through Service2Client. Click the link below and use code S2C3MO to get started today!
Practice Management
Track all of your clients, contacts, jobs, and tasks in one place. Whether it is tax return prep, audit and accounting, or admin tasks, every member of the team will stay organized and on task with an up-to-date and prioritized to-do list.
Time Tracking
Use the Kanban board, the client screen, or the time sheet screen to record notes and enter time as you update your tasks. Tracking billable, non-billable, and admin time is fully integrated with task management. One stone, many birds.
Billing
Maximize your firm's profitability with efficient and accurate billing. Flat-rate and time-based billing are both supported. Assign discounts and appreciation per team member to better measure productivity.
Kanban Board
Visualize and reprioritize your workflow by status (Ready to Work, On Hold, Ready for Review, Phone Calls to Return, etc.). Create your own list of custom statuses. Then, as tasks progress, simply drag them to the next status.
Payment Processing
Assigning time incurred to each invoice makes it convenient for hourly billing. Email invoices directly to clients from within the application. Clients can pay online with our payment portal and our affordable merchant services account.
Reporting & Analytics
Graphs, summary reports, and detailed reports are available to analyze the profitability of each client, job, task, and item. It also provides a real-time analysis of the productivity and profitability of each team member.
Transparent, Affordable Pricing
$39/month
for the first user
$20/month
for each additional user
2.79% + $0.25
card payment processing fee*
Unlimited number of clients - No minimum number of users
*Merchant services provided by Forte Payment Systems - $15 monthly account fee
Learn More
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or to schedule a free demonstration.
Have any questions? Give us a call and mention promo code S2C3MO! (833) 347-6826