Simple but mighty accounting tool built for CPAs who are aiming to use a standard technology to manage their customer’s expenses.

With this technology, mundane tasks gets automated for CPAs who are aiming to use the best online tool for expense tracking along with their customers.

It’s a simple but mighty accounting tool that specializes in helping small businesses get their finances in order.

You the with most useful tool which will help you grow multifold. Please note, tool is FREE for all CPAs.

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If your answer is “Yes” for any of the questions mentioned below, we believe CPA Expense Tracker Tool will be very helpful to your business.

  • Are you not using multiple accounting softwares to gather your customer’s expense data ?
  • Have you ever thought why every online accounting tool is made for businesses owners and absolutely none for accountants ?
  • Have you ever thought of developing or searching for a software tool which can capture your customer data execute basic accounting automations and offer digital data storage ?

Introducing CPA Expense Tracker – Fintech tool which focuses on every CPA’s basic needs and requirements!

What We are Trying to Solve

To handle multiple customers, are you also handling multiple software tools?
Every software provides different Data files, is it your team, who is standardizing it ?
Do you store receipts / invoices physically in boxes / Files?
Is it not risky to manage your customer’s sensitive data and statements?
Have you tried outsourcing and have learnt your lesson with innumerable mistakes and goof ups by third party vendors?
Isn’t it difficult to hire another CPA or to develop a talent in-house?
With so much of work to manage one business, do you see a hurdle in your growth because of limited support from technology

Our Solution Offers

Built-in CRM Module

Add User Roles

Digital Repository with Dynamic Search

Reporting & Analytics

Excel Uploads & Reconciliation

Data Security and Compliance

Real-time Chat capability

Automated Data Reconciliation

Create Financial Discipline

Leadership Team

  • Neha Dwivedi

    Neha Dwivedi

    Co-Founder

  • Neha Dwivedi

    Swati Bansal

    Co-Founder

  • Neha Dwivedi

    Badal Bansal

    CTO & AWS Architect

Get In Touch

For media, investment or general inquiries, please email info@aztax.ca

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