Operations Hub
Manage and streamline your firm's operations from a single dashboard.
All Your Operations, One Place
The modern way to run your CPA or service firm. Streamline every workflow, boost team productivity, and deliver a seamless client experience—all from a single dashboard.
Simplify operations with our all-in-one platform designed for CPA and service teams. Manage clients, prospects, and support tickets effortlessly with a 360° dashboard, bulk client onboarding, and smart assignment tools. Integrated billing and payment systems ensure smooth financial workflows.
Boost communication through live chats and a unified mailbox. Organize tasks with Kanban-style boards and manage documents securely with military-grade protection. Plus, leverage bulk mailing, inbuilt newsletters, and a personalized knowledge base for seamless support.
Before & After Operations Hub
Before
- Manual task tracking
- Scattered communication
- Difficult reporting
- Missed deadlines & follow-ups
- Data silos & lost files
- No real-time collaboration
After
- Automated, real-time updates
- Centralized chat & notifications
- One-click, customizable reports
- Smart reminders & deadline tracking
- Secure, cloud-based document management
- Seamless team & client collaboration
Why Choose Operations Hub ?
Detailed Dashboard
Personalized overview for each team member.
360° Client Control
Full visibility and control over client lifecycle.
Bulk Client Create Facility
Add multiple clients at once to save time.
Easy Prospects Handling
Track and manage new potential clients easily.
Assign Prospects to Team
Distribute leads to specific team members.
Hassle-Free Billing Module
Quickly generate invoices and manage payments.
Payment Gateway Integration
Seamlessly collect online payments.
Manage Appointments
Organize and track all scheduled meetings.
Advanced Live Chats
Engage in real-time client communication.
Central Chats History
Access all chat records in one place.
Unified Mailbox
All client emails in one shared inbox.
Bulk Mailing Facility
Send emails to multiple clients in one go.
Mail Template Control
Manage and reuse pre-defined email templates.
Mail Scheduler
Schedule emails to send at the perfect time.
Detailed Mail Receipts
Track delivery and open status of emails.
Promotional & Transactional SMTP
Separate channels for different types of emails.
Inbuilt Newsletter Module
Create and send beautiful newsletters.
Task Management Module
Assign, monitor, and complete tasks efficiently.
Kanban Functionality
Visual workflow for task progress tracking.
Assign Order Functionality
Allocate project work to team members.
Secure File Manager
Store and manage documents securely.
Military Grade Security
Top-tier encryption and data protection.
Hassle-Free Document Management
Upload, access, and manage all files easily.
Integrated Recycle Bin
Recover deleted files with ease.
Built-in E-sign/Approvals Module
Digitally sign and approve documents.
Job Openings Management
Post and manage job listings.
Applicants Management
Track and manage job applications.
Custom Knowledge Base for Clients
Provide help articles and resources to clients.
Support Ticket Management
Organize and respond to client issues.
Assign Support Tickets to Team
Distribute support queries to the right agents.
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Our Modern Done-For-You Process Suite
See how our approach delivers a seamless, fully managed CPA Web Suite experience for every client.
Schedule a Discovery Call
Let's discuss your firm's unique requirements and objectives in a comprehensive consultation.
We Craft a Tailored Strategy and Roadmap
Our experts develop a customized implementation plan aligned with your business goals.
We Implement the Plan with Precision and Transparency
Our certified team executes the strategy with meticulous attention to detail and regular progress updates.
We Deliver Results, Reports, and Ongoing Support
Receive detailed analytics, performance metrics, and dedicated support from our experienced team.
Trusted Voices: Real Experiences with CPA Web Suite
Read how our platform has helped clients improve efficiency, security, and client collaboration in their firms.
Emily Carter
BrightPath Inc.
"Absolutely love the intuitive design and fast support!"
James Wilson
TechNova
"A game changer for our remote team collaboration."
Sophia Lee
MarketMinds
"The automation features save us so much time every month."
Liam Smith
Smith & Co.
"Reliable, secure, and always improving."
Olivia Brown
Brown Consulting
"The analytics dashboard is beautiful and insightful."
Emily Carter
BrightPath Inc.
"Absolutely love the intuitive design and fast support!"
James Wilson
TechNova
"A game changer for our remote team collaboration."
Sophia Lee
MarketMinds
"The automation features save us so much time every month."
Liam Smith
Smith & Co.
"Reliable, secure, and always improving."
Olivia Brown
Brown Consulting
"The analytics dashboard is beautiful and insightful."
Lucas Martin
Martin Solutions
"Customer support is top-notch and always available."
Ava Thompson
Thompson Digital
"Seamless integrations with our favorite tools!"
Noah Anderson
Anderson Group
"The best investment for our growing business."
Mia Clark
Clark Enterprises
"Easy to use and packed with powerful features."
Benjamin Walker
Walker Financial
"Our workflow is smoother than ever before."
Lucas Martin
Martin Solutions
"Customer support is top-notch and always available."
Ava Thompson
Thompson Digital
"Seamless integrations with our favorite tools!"
Noah Anderson
Anderson Group
"The best investment for our growing business."
Mia Clark
Clark Enterprises
"Easy to use and packed with powerful features."
Benjamin Walker
Walker Financial
"Our workflow is smoother than ever before."