Change the way you do business!
The only CRM software made by accountants, for accountants.
A secure finance client database system.
By Accountants - For Accountants
Corporate Database was created by a team of
real accountants who recognized a need for a
streamlined, cost-effective, & time-efficient client
management solution. One that’s easy to learn and
implement and able to tackle the daily challenges of a
service-oriented office with ease.
With so many features - it not only saves you time but money when trying to find the right software for you.
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.
CDB Corporate Database has a feature that will change how you do business! Create projects for clients (tax prep, etc.) to be done by employees (recurring or one-time). Track progress of projects.
One place to organize clients, streamline processes and communicate with your team and clients.
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
Our Mission
Corporate Database was created by a team of real accountants who recognized a need for a streamlined, cost-effective, & time-efficient client management solution. 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 Corporate Database work for you. You can even request a demo!