Optimus – Embedded Payments & Reconciliation for Resellers

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ACCOUNTING SOFTWARE FOR CPA FIRMS | OPTIMUS

All-in-one accounting software for CPAs and accounting firms

Smarter solutions for more efficient collaboration with your clients, including online invoicing, tracking expenses, extensive financial reports, and 24/7 access to data at the click of a button through the QuickBooks Online Accountant dashboard for CPAs and accounting firms.

Increase CPA firms productivity with automated accounting processes

Simplify your accounting operations by automating and scheduling complex accounting processes with QuickBooks Online Accountant. Save time, streamline your workflow and improve productivity with our accounting software for CPA firms.

Secure multi-client management

With QuickBooks Online Accountant, CPAs can manage multiple clients through a single platform from just one login. Our secure cloud-based accounting software allows you to safely access client data anytime, anywhere.

Reporting & insights

Create and schedule custom accounting reports to provide clients with real-time business insights to help them make informed decisions. 

Project accounting: Track income, expenses, material and labor costs

View and manage your clients’ projects in a single platform with smart dashboards that track project income, expenses, material and labor costs to measure project profitability. 

 

Empower your clients to feel confident in their next professional steps with features like smart budget oversight and forecasting to help estimate, budget and plan for future projects.

Manage client budgets

Create client budgets from scratch or data from a previous year using our accounting software for CPA firms. Easily track and view clients’ budget progress in dollars and percentages to seamlessly run valuable budgeting reports for clients.

What are the benefits of accounting software for CPA firms?

QuickBooks Online Accountant is trusted by over 600,000 accountants worldwide. See why CPAs and chartered accountants choose QuickBooks Online Accountant.