Review client records, publish to QuickBooks, manage ledgers and reports, and request bookkeeping, payroll, reconciliation, and cleanup support from one professional workspace.
SaaS Platform
The portal is built around the workflows CPA firms already manage every day: client access, invoices, bills, expenses, payments, ledgers, QuickBooks publishing, and review activity.
Publish ready accounting records from the portal into QuickBooks so CPA teams can move reviewed invoices and transactions into the books faster with less duplicate entry.
CPA firms can manage multiple client companies and open a client-specific workspace where Purchase, Sales, Expense, Ledger, and activity views stay filtered automatically.
Create sales invoices and credit notes, edit document details, generate PDFs, upload sales documents, and organize records by client company.
Track purchase invoices, debit notes, expenses, vendors, categories, bill uploads, and client-linked purchase activity from a consistent dashboard.
Record split payments by cash or bank, calculate paid and pending balances, and review purchase, sales, credit note, debit note, and expense impact in one ledger.
Recent activity captures invoice creation, uploads, deletions, and payment updates so CPA firm teams and clients can review important account changes quickly.
Clients and firm teams can request bookkeeping, payroll, reconciliation, reporting, tax-season, and QuickBooks cleanup support directly from the right workspace.
Send invoice emails after PDF generation and invite emails for newly created portal users through a secure backend workflow.
What CPA Firms Get
CPA Support Desk is designed for firms that want cleaner client collaboration and dependable operational support without scattering accounting work across email threads, spreadsheets, and disconnected folders.
The portal keeps records organized by client company, while the service side helps firms maintain clean books, timely reporting, accurate payroll support, and structured review-ready data.
Professional Services
These services support the operational work behind the portal and help CPA firms keep accounting data accurate, organized, and ready for review.
Organized transaction posting, categorization support, cleanup assistance, and routine bookkeeping workflows designed to keep client records accurate and current.
Payroll preparation support, recurring payroll task assistance, and detail checks that help CPA firms stay consistent across client payroll workflows.
Bank, credit card, and account reconciliation support to identify mismatches, clean up records, and prepare accurate balances for review.
Support for preparing clean financial reports, summaries, and review-ready statements that help CPA firms communicate numbers clearly to clients.
Seasonal and ongoing support for organizing client records, preparing accounting data, and reducing pressure during tax-heavy periods.
Assistance with accounting software setup, chart-of-accounts organization, workflow cleanup, and structure improvements for smoother bookkeeping operations.
Pricing
Choose the level that matches your client count and support workload. Annual billing saves 20% and includes the same portal access, QuickBooks publishing, and firm workspace tools.
CPA Firm Guides
Read focused guides on client portals, QuickBooks publishing, offshore bookkeeping, reconciliation, payroll support, and tax-season operations.
How to evaluate client workspaces, uploads, ledgers, payments, and activity history.
Why a review-first workflow helps firms reduce duplicate entry before posting records.
How to add support capacity without losing client-level review control.
Workflow
The portal keeps each document tied to the right CPA firm workspace and client company, giving teams a cleaner path from upload or creation to payment and review.
Security & Control
CPA firms need clear controls before they move client accounting work into a portal. CPA Support Desk keeps records scoped by firm and client, logs important activity, and avoids unsupported certification claims.
CPA firms can manage their client companies, review invoices, track payments, and open client-specific dashboards.
Invoices, payments, purchases, expenses, ledgers, and activities are saved with the correct client company context.
Admins, clients, and employees see workspace views based on company and client access rules already enforced in the portal.
Important actions such as uploads, invoice creation, deletions, and payment updates are recorded in recent activity.
The platform uses Firebase Authentication, Firestore rules, and Storage controls to protect portal access and document handling.
Back-office support workflows can be handled with confidentiality expectations, workspace context, and review-ready outputs.
Frequently Asked Questions
CPA Support Desk is a CPA client portal and accounting support platform for client workspaces, invoice management, purchases, expenses, payments, ledgers, activity tracking, QuickBooks publishing, and back-office accounting support.
Yes. QuickBooks publishing is a key feature, helping teams move reviewed accounting records from the portal into QuickBooks faster and with less duplicate data entry.
The platform is built for CPA firms, accounting teams, and client companies that need secure client workspaces, invoice workflows, ledger visibility, and clean accounting collaboration.
CPA Support Desk provides bookkeeping support, payroll support, account reconciliation, financial reporting preparation, tax support, QuickBooks setup support, and workflow cleanup.
Ready To Work Cleaner?
Use CPA Support Desk to organize client dashboards, invoices, purchases, expenses, ledgers, payments, activity, emails, and back-office support in one professional workflow.
Send EnquiryEnquiry Form
Share your details and the kind of portal access, accounting workflow, or back-office support you are looking for. Our team can review your request and respond with the right next step.
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