Expense Management for growing businesses
Introducing the most efficient and user-friendly expense tracker on the market. We strive to make accounting fun and empowering so that you can live a life of financial freedom.
Get Started!
Sent!
Get Demo
See how our tool maximizes your revenue potential! Book a demo now to explore how our customizable subscription services, combined with efficient expense tracking, can elevate your accounting business. Schedule your demo for a tailored walkthrough.
About Us
As small business owners, we spotted a significant gap in accounting operations. We're passionate about bridging this by introducing tech-driven solutions. Our tool aims to streamline accountants' tasks by consolidating client receipts, expense transactions, and overall financial operations. It's designed to create a digital repository for businesses, simplifying expense management for every entrepreneur.
How it works
Step 1
Create your Free Account
It's completely FREE for Accountants! No costs, no commitments—just powerful tools to transform your accounting practice without spending a time.
Step 2
Create your network by adding your customer effortlessly
Extend an exclusive invitation to your client(s) by simply filling out a basic form and tailoring a custom subscription that perfectly suits their needs. Elevate their experience effortlessly.
Step 3
Ease of Access and Utilization
Step 4
Seamless synchronization of highest degree
Step 5
Precision in Audits, Meticulous Documentation, and Flawless Reconciliations
Step 6
Unlock Success: Communication is Key.
Account Creation
Signup for an account by clicking on ‘Business Login’
Create your account by clicking on “Business Login” and select your plan and preferences
Advance Feature
Download our App and login with your credentials and add your CPA
Checks and Balances
Features
Subscription Management Capability
Subscription Management Capability
Accountants access Subscription Management Capability directly through the CPA Portal, crafting personalized subscription plans for each business. We believe in tailored solutions—no one-size-fits-all approach here.
Instant Expense Data Sync
Instant Expense Data Sync
Expense Tracking tool offers this cutting-edge technology which automates mundane tasks for CPAs seeking the top online tool for tracking customer expenses. It creates a digital repository of receipts and transactions, streamlining the process seamlessly.
In-Built CRM Capabilities
In-Built CRM Capabilities
The Expense Tracker Tool provides CPAs with a platform to systematically manage each client. It includes features such as Document Management, Chat Systems, Audits, Reconciliations, Subscription Management Solutions, and Invoice Creation, offering strong technological capabilities tailored for every accountant.
Data Security and Compliance
Data Security and Compliance
Data Security and Compliance: At CPA Expense Tracker, our foundation is rooted in cutting-edge technology that ensures the highest standards of data storage and encryption. We prioritize the utmost security and compliance to safeguard your sensitive information.
Discover the Future of Accounting with CPA Expense Tracker!
Revolutionize your practice with our cutting-edge solution designed for accountants like you. Simplify expense management, streamline client interactions, and elevate your services with our intuitive platform.
Effortlessly consolidate expenses, manage documents, and communicate seamlessly with clients. Our robust features, from in-built CRM capabilities to real-time chat, audits, and subscription management, empower you to offer tailored, top-tier services.
Experience the pinnacle of data security and compliance through our advanced technology, ensuring your clients' information is safeguarded at the highest standards.
Join the evolution of accounting today with CPA Expense Tracker - where innovation meets precision, and efficiency meets excellence.
FAQ
Top 10 transactions which you can perform from this app:
- Invite your clients with custom subscription charges of your choice
- Receive all their expense Receipts / Bills / Payment Receipt digitally
- Perform Audits and Data Reconciliations
- Free Document Management for all your customers
- Invoice Creation and Follow-ups
- Report Generation (Excel / PDF)
- Dashboard reflecting your total portfolio
- Dashboard reflecting each customer portfolio
- Chat with your client
- Manage both business and personal Expenses for your clients
Top 10 transactions which you can perform from this app:
- Expense Receipts / Bills / Payment Receipt Capture
- Intelligent data extraction and storage for your taxes and sum totals
- Manual Expense Entry
- Invoice Creation
- Manual Income Entry
- Report Generation (Excel / PDF)
- Dashboard reflecting Tax Paid Vs Tax Collected
- Chat with your accountant
- Chat with your team member
- Manage your personal Expenses
CPA Expense tracker follows highest standards of security both on user interface and developer interface. Code is written with a strong focus on data security and security compliance. With regular checks and balances been ticked on a timely basis, you can be rest assured about your data security.
Access to your data will depend on your discretion and grant, with access been granted to your team members and to your identified CPAs, tool will only offer access and visibility of your data to these users. You will always have a control on revoking this access, and same can be performed directly from your app settings.
For reporting any issues, you can click on App Settings and then select “contact us”, add an explanation note and if possible, attach any screenshot if you are facing issues within the App.
If you are unable to access the app and facing errors, simply write to support@expense-tracker.ca with your explanations / screenshots.
Please write to us at support@expense-tracker.ca and we will surely take the guidance to technically move ahead with.
Contact
