Your firm has grown to two offices — maybe three. Each location has its own staff, its own clients, its own workflow. But you need one unified view. MyCPACRM gives every office its own workspace while keeping everything connected under one roof.
Feature Deep Dive
Scale to as many locations as you need without losing control of your practice.
Add as many office locations as your firm needs. Each office has its own address, phone, and staff roster.
All offices share one client database. No duplicate records. Transfer clients between offices seamlessly.
Assign staff to specific offices. Workflow boards show each office's workload. Staff see their office's filings.
Firm-wide reports across all offices. Compare performance, track filing volumes, see team productivity. One dashboard for the whole firm.
The Kanban board works across offices. Filter by office to see one location's work. Remove filter to see everything.
Reminder settings, email templates, filing types, and workflow stages are shared across offices. Configure once, applies everywhere.
Office Overview
Every office, every team member, every client — managed from one place.
Every office, every team member, every client — one platform that grows with your firm. Request a demo and see how multi-office management works.