CPA Client Engagement Automation
Drastically reduce staff time required to collect and aggregate data to
create custom client reports.
Helping accountants across the globe simplify and transform
their business through automation.
What you will get from CPA Client Engagement App
Great User Management System
You can create multiple users and assign them different permissions. So your salesperson can only view and create sales, and the purchasing team can only create and send purchase orders.
- Full Control over user rights
- Delete/Modify users
- Give Access to specific project
- Invite users via E-mail
Export Data from any Major
Accounting System into Excel and
Custom Reports in Autymate
Benefits
Use Autymate’s Digital CPA Client Engagment Platform to optimize customer service and enable efficient value-based pricing.
COGS Reduction
Increased Profits
“Real-time access” to decision quality data
Higher gross margins
Increase data accuracy
Ability to scale client base exponentially
See how simple it is
