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Operations Hub

Manage and streamline your firm's operations from a single dashboard.

All Your Operations, One Place

Run your entire firm from a single dashboard. Streamline workflows, boost productivity, and deliver a seamless client experience.

Manage clients, prospects, and support tickets effortlessly. Organize tasks, handle billing, and communicate with your team—all in one secure platform. Track project progress, monitor team performance, and generate comprehensive reports with ease. Stay on top of deadlines and deliverables while maintaining complete visibility across all operations.

One dashboard for all operations
Effortless bulk client onboarding
Unified chat, mail, and support
Real-time team and client updates

Unified Mailbox for CPA Firms

Experience a unified mailbox designed for modern teams. Manage all your emails in one secure, collaborative space with powerful scheduling and bulk emailing tools. No more switching accounts or missing important messages.

Boost productivity with ready-made templates and detailed email reports. Everything is built for speed, security, and seamless teamwork—making your operations hub smarter than ever. Your team can focus on what matters most.

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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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."