Process Server Mobile vs My CPA Dashboard Employee

Process Serve Mobile integrates with Process Organizer to allow process servers to manage their jobs, attempts, and serves. Process Server Mobile will record the GPS location, date/time, and other demographic information relating to service. In addition, pictures can be uploaded to the Process Organizer system. Process Organizer is a software application designed to help you manage your servers, work flow and customer relations all with one concise system. It is easy to use and will streamline your business processes - allowing you to handle more processes and increase the number of servers and clients you can work with. Process Organizer includes components for office administration, field reporting and client management.

MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction.