A secure finance client database system.
Our single solution pricing plan keeps financing for financiers how it should be – simple.
Providing In-Depth Features
With so many features - it not only saves you time but money when trying to find the right software for you.
Features Include:
- Employee time log
- Client database
- Customizable form templates
- Secure client file share
- eCabinet
- Instant messaging
- Project management
- Payroll automation
- Google Optical Character Recognition(OCR) technology
- In-depth project reporting
- Calendar reminders
- Quickbooks Online® integration
- Google Drive®, Dropbox®, OneDrive® cloud storage
- Email Integration
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.
Google Optical Character Recognition Technology.
A powerful tool to transcribe paper bank statements to electronic spreadsheets.
-Transforms paper bank statement into electronic, categorized & reconciled monthly register in seconds
-Import to QBO, ACS or any accounting software accepting imports
-Select desired area with the transactions to be recognized
-Our intelligent tool will recognize and populate register
-Automatic reconciliation (after entering balances)
-Generate import ready csv files or spreadsheet for ABO and ACS
-Powerful tool to transcribe paper bank statements to an electronic spreadsheet.et.
CDB Corporate Database has features that will change how you do business!
Corporate Database was created by a team of real accountants who recognized a need for a streamlined, cost-effective, & time-efficient client database system. One that’s easy to learn and implement and able to tackle the daily challenges of a service-oriented office with ease.
-Christopher Matysek | CDB Founder-
“There are many CRM systems which are overbuilt with many useful features but come at a high cost. We could never find one that suited our accounting and wealth management firms or that is easy to implement and train the new staff. That is when we decided to just make one ourselves.”
Want to learn more about how a Corporate Database can streamline your firm?
Talk to a member of our team & learn how you can make client database system work for you. You can even request a demo!