Made by Accountants, For Accountants
The solution you’ve been looking for!
CDB Corporate Database created the solution with an accounting office management software designed to help CPA’s organize clients to save time within the daily activities of a paperless, service-oriented environment. Corporate Database was created by a team of accountants who recognized a need for a streamlined, cost-effective, and time-saving customer management solution. The only CRM software made by accountants, for accountants. What better way to have the best CRM software than to have it created by those who need it most.
Better Routine & Higher Profitability
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.
Our CRM system has so many features!
Project Management feature to help create project tracks and measure your progress of each project for each client as well as tracks what each employee needs to get done. Another feature is eCabinet which automatically synchronizes and groups client contacts to enable remote access to office documents from any internet-enabled location. Giving you access to stay up-to-date anywhere you go. Our client database is not only user-friendly but also a client & contact database with remote, easy retrieval.
A full-suite solution for a paperless office.
We even have the feature of secure file exchange where you send password-protected files and folders from eCabinet to clients for easy sharing while staying protected. Our employee time log not only tracks integrated with Quickbooks to record time spent with a client or on projects but also integrates with invoicing.
Our Corporate Database CRM system is one place to organize clients, streamline processes, and communicate with your team and clients.
Our CRM system also provides a form creator that swiftly allows you to create auto-populating forms using information stored in your database. Google OCR is a powerful tool to translate paper bank statements to an electronic spreadsheet. Helping you with a paperless office. Not to mention our in-app communication tool to secure messaging within the company and easy client messaging within the application.
-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 Corporate Database work for you. You can even request a demo!