Accounting Today

WebCPA Client Connection enables CPAs and accounting professionals to power and extend the trusted advisor relationship by monitoring the financial movement of their business clients through an automated client analytics and business intelligence portal. This simple and secure web-based portal creates an interactive financial connection that facilitates the delivery of new service to small and mid-market business.

With “WebCPA Client Connection”, you can:

• Automate ability to monitor the financial movement of your business clients.
• Save time with a suite of pre-configured, one-click financial analytics reports.
• Automate tax planning, audit analysis and other advisory services.
• Provide value-add to each business client by collaborating around real-time analysis.
• Better leverage referral source like bankers and lenders by connecting them to the platform.
• Accelerate year round client service opportunities and practice growth.