Accounting office management software designed to help CPA’s organize clients to save time within the daily activities of a paperless, service-oriented environment.
Accounting office management software designed to help CPA’s
Made by accountants, for accountants.
Corporate Database was created by a team of accountants who recognized a need for a streamlined, cost-effective, and time-saving customer management solution.
Client management software customized for your office.
Corporate Database is customizable to the needs of most accountant offices for full personalization. We can also provide custom programming to integrate any existing application or software with other API enabled applications.
Project Management
Project Management
Project Management
Create project tracks & measure progress of projects for clients (tax prep, etc.) to be done by employees.
eCabinet
Project Management
Project Management
Automatically synchronizes and groups client contacts enabling remote access to office documents from any internet-enabled location.
Client Database
Project Management
Secure File Exchange
User-friendly client & contact database with remote, easy retrieval.
Secure File Exchange
Secure File Exchange
Secure File Exchange
Send password-protected files & folders from eCabinet to clients for easy sharing.
Employee Time Log
Secure File Exchange
Employee Time Log
Time tracking integrated with Quickbooks to record time spent with a client or on projects. Integrates with invoicing.
Form Creator
Secure File Exchange
Employee Time Log
Swiftly create auto-populating forms using information stored in your database with Form Creator.
Google OCR
In-app Communication
In-app Communication
A powerful tool to transliterate paper bank statement to an electronic spreadsheet.
In-app Communication
In-app Communication
In-app Communication
Secure messaging within the company & easy client messaging within the application.
A full-suite solution for a paperless office.
Whether your choice to go paperless is environmental, financial or simply to streamline business, Corporate Database will help you reduce the amount of paper used in your office with our accounting software from accountants.
Integrates seamlessly with these platforms:
Cloud-Integration
Cloud-Integration
Cloud-Integration
Intuit QuickBooks
Cloud-Integration
Cloud-Integration
Email-Integration
Cloud-Integration
Email-Integration
Want to learn more about how Corporate Database can streamline your firm?
Contact Sales Today