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Welcome to CPA Rocket
Yay… You have found the Best CRM for Accounting Firms.
“CPA Rocket helped us transition to work from home seamlessly!”
Track client specific issues like phone calls and document requests.
Welcome to CPA Rocket
It’s Time to
Maximize Efficiency
Managing an accounting firm requires keeping everyone on the same page. You need
practice management software that will empower you, your team, and your clients
to work together easily at every step. CPA Rocket offers the tools for you to
communicate effectively, keep the team organized, and provide an ideal client
experience.
30 Day Free Trial
Ready to Get Started?
Create an account or get in touch!
30 day trial of the “Client Management Software” for Accounting Firms.
Welcome to CPA Rocket
Practice Management
Software for Accounting Firms
“Once we started using CPA Rocket our team became organized and efficient. The time savings is incredible.”
Keep track of your clients in a centralized database.
Create tasks that keep your team organized and efficient.
Create template emails your team can copy to save time.
Provide clients with a client portal which includes secure file transfer.
Assign a task to your client to keep track of client specific issues.
Keep important client files organized and available to your team.
Our Dashboard
The Best CRM for Accounting Firms
Using Excel, email, or post it notes to keep track of your clients?
CPA Rocket makes it easy to organize and keep track of your clients in a centralized database. Import your entire client list into CPA Rocket using a simple excel upload.
CPA Rocket makes it easy to organize and keep track of your clients in a centralized database. Import your entire client list into CPA Rocket using a simple excel upload.
Import your entire client database into CPA Rocket in minutes using our import feature.
Quickly filter clients by team member or status!
Our Dashboard
Organize
Client Information
Keep your clients information in a secure centralized database. Team members can quickly locate
important client details to work more efficiently. We use state of the art encryption and SSL
security to ensure client information remains safe.
The primary clients name, phone, and email are coveniently at the top of all tabs.
Private information is hidden by default.
Our Dashboard
Secure File Transfer and Client Portal Included
Our client management software for accountants includes secure file transfer and a client portal. Our
system makes it simple to invite clients to the portal, receive and send secure files, and
communicate securely.
Securely communication or send files to clients through the client portal.
Clients can securely upload files through the client portal.
Our Dashboard
Increase Efficiency with Tasks
Use the tasks system for 30 days and you’ll be hooked. Easily organize all you tasks. Add you to-do list,
personal appointments, client issues, project deadlines, and much more to the task system and see how much
time you save. Everything neatly organized in a single location so you know what to focus on.
With just a few clicks, easily create a new task and assign a follow up to date.
Easily create and save filters to keep track of your entire firm’s tasks.
Our Dashboard
Save Valuable Time with Template Emails
Do you spend hours a day typing up the same email? Save time and create efficiency for your
firm by using template emails. Rather than re-type the same “We need your W-2” email 100 times,
type it once and then use it forever. Even small 2 or 3 sentence emails add up. Our template email
system makes it simple to save hours of your time every month.
Select a category to load template emails below.
Color code emails for easy identification.
Type your email into this box, then edit, save, or copy the email.
Real Testimonials
Real People… Real Results!
what Our Customers are Saying
“CPA Rocket is a life saver. I don’t know how we lived without it.”
Before CPA Rocket, our firm thought we had a good system in place. Once we made the switch, we realized how much time was being wasted just keeping track of clients.
“The amount of time our firm has saved using CPA Rocket is unbelievable.”
The template email alone has saved our firm hours every month. Our team now sends a consistent message to all clients and does it in a fraction of the time.
“The task system is a game changer!”
Once our team started using tasks we saved substantial time every month. Everyone is on the same page and we don’t miss any important client follow ups.
“Our team is finally organized during tax season!”
Keeping our team aligned is now so much easier with CPA Rocket. We are thankful we found this software and stuck with it.
Contact Us
Contact Us For a Free Consultation
Whether you have questions about the CRM Software or Website Design, contact
us using the form below. Our team will respond within 24 hours.
us using the form below. Our team will respond within 24 hours.