ExactCPA.com Innovates the Small Certified Public Accountant Tax Firm with Live Chat & Accounting Mobile Apps Client Service

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ExactCPA.com is transforming the small certified public accountant (CPA) firm from a brick and mortar storefront with a cookie cutter website to a technology driven client service focused forum. Leveraging these technologies enables the small CPA firm to provide personal accounting and tax services nation-wide.

Live Chat with a CPA is uncommon for a firm of any size yet a key component in our client service platform.

ExactCPA.com is advancing the small CPA firm by operating online as a tax and accounting news and opinion aggregator, offering Live Chat, and providing accounting mobile apps – all in addition to standard accounting and tax services.

The ExactCPA.com site monitors changes in tax regulations and accounting solutions for individuals and small business. ExactCPA’s Manager Lance Smith said, “Our market wants searchable information vaults and that’s how our site functions. Whether it’s the American Taxpayer Relief Act or a platform to manage business finances in the cloud, clients want multiple views of bridges they have to cross.

After listening to clients ExactCPA.com learned the only time many have to organize their tax related papers is in the late evening. This prompted ExactCPA.com to deploy an online “Live Chat with a CPA” client service on weekday evenings til midnight. Smith said, “Live Chat with a CPA is uncommon for a firm of any size yet a key component in our client service platform. We’re meeting our client’s needs as they arise, we’ve learned questions are formed once clients delve into their documents, which is typically in the late evening”.

Also hearing from clients that “receipt gathering” was a cumbersome process ExactCPA.com resolved this issue by developing a mobile app to manage expense and receipt recording and tracking. The ExactCPA.com mobile app can be installed on any iphone, ipad, android phone or android tablet.    In a two step process using your device you; 1) snap a photo of a receipt in hand and; 2) push a send button. The image of the receipt (along with your pre-programmed name and client number) is sent to ExactCPA.com’s secure server and recorded to your account. Smith said, “people accumulate quite a receipt trail on a daily basis. The ExactCPA.com App saves client’s time, eliminates lost receipts, streamlines bookkeeping, and allows us to deliver real time accurate expenditure reports”. Smith closed in saying, “Cumulatively all we’re doing enables us to provide real time personal tax and accounting services nation-wide – as a small CPA firm”.

About US: ExactCPA LLP is a small CPA firm with a Big4 public accounting firm experience that specializes in accounting and tax services for individuals and small business. We serve our clients with the profession's most advanced technologies, ensuring your experience is convenient, cost-effective, and rewarding.

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Lance Smith

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