CPA Practice Management Software | for CPAs by CPAs
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 S2C6MO to get started today!
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.
Use the Kanban board, the client screen, or the timesheet 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.
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.
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.
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.
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
for the first user
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