CPA ROCKET

Our client management software for accountants includes secure file transfer and a client portal. Our system makes it simple to invite clients to the portal, receive and send secure files, and communicate securely... CPA Rocket makes it easy to organize and keep track of your clients in a centralized database. Import your entire client list into CPA Rocket using a simple excel upload... Managing an accounting firm requires keeping everyone on the same page. You need practice management software that will empower you, your team, and your clients to work together easily at every step. CPA Rocket offers the tools for you to communicate effectively, keep the team organized, and provide an ideal client experience.

Also known as: CPA Rocket Inc.