Gheen: The CPA App

Client Portal for CPA firms

Description

The CPA App is the one stop app that allows CPAs to streamline communication with their clients by offering an interface to share the value they provide their clients. Fully integrated with your Client's QuickBooks Online.

New Client Tax Interview

When new clients come on, the tax interview will help you get a better understanding of their profile and ways you can provide them value

Annual Documents

Clients can fill out a tax organizer, upload documents and access historical year's tax documents

Communications Board

Send your clients messages and alerts automatically and receive messages back from the Communications Board portal

Quarterly Reviews

In the quarterly review section discuss tax planning assumptions, savings, and exchanges. Also organize and attach documents for your client. See progress from you clients as they work through each step. Receive email notifications when they are completed.

Bookkeeping

In the bookkeeping tab, discuss bookkeeping assumptions and summarize each month. Set action items for your clients and exchange documents as needed.

New Client Tax Interview
Annual Documents
Communications Board
Quarterly Reviews
Bookkeeping

Information

DEVELOPER
VISCO

LEGAL
Terms and Conditions
Privacy Policy

30 Day Free Trial


PLAN PRICE USERS DETAILS
Per client $1 per client per month 1 Each client will have their own portal and admin has access to all client portals
ProAdvisor Program Free Account for Life 1 Are you a QuickBooks ProAdvisor? If so, you can get one free Gheen: The CPA Admin User

Tech Support is offered via phone and email to CPA Firms but not directly to the clients

Contacts

845-383-3800
Online support:
http://viscosoftware.com/contact-visco/


FAQ

Is the clients data secure? Can I get to the client data?
The data is housed in a secure hosting facility and is backed up every day. All data in and out of the servers is encrypted using SSL technology.
Is there an enterprise version?
There is an enterprise level of the application in development with expected release date of 2017