Keep your team happy. And your clients too!
- Know where every job stands
- See who is working on what and what's being done for your clients
- Check your customer's information, documents and history
Manage your CPA firm, clients, services, communication and everything in between in one place. Anywhere, Anytime.
Turn repetitive manual tasks into automatic workflows and prompt your team and clients to take important actions at exactly the right time to keep things moving smoothly.
Trigger behavior-based emails that encourage your clients to take the next step in their lifecycle.
Keep, manage and track your customer’s documents, authorizations, incorporation records, tax declarations, and much more.
Access and send files from anywhere with OneDrive.
Enables Microsoft Teams communication channel to improve your teamwork.
Customer Xperts is a Canadian IT consulting company with more than 20 years of experience. We help businesses increase productivity and reduce operational costs.