CPA Firm Setup (ALL-IN-ONE)

We will set up SuiteDash from ground zero to the fully automated CPA Firm Portal.

This will include the following:

SuiteDash:

• Setting up SuiteDash for the first use. (Logo, Color Theme, SMTP, etc.)
• Custom Web Pages
• Creating Custom Fields
• Creating, Client and Employee’s Dashboard
• Creating Tasks and Sub-Tasks
• Creating Project Generators
• Creating Workflows
• Creating Circles
• Creating Marketing Audiences
• Creating Emails
• Creating Drip-Emails
• Creating Forms

We will set up the following for your business automation:

1. 1040 Individual Taxes (Current Year)
2. 1040 Individual Taxes (Prior Year)
3. 1120S, S-Corporation Taxes
4. 1120 Corporation Taxes
5. Payroll
6. Accounting/Bookkeeping
7. Sales Tax
8. Corporation Setup
9. LLC Formation

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