Esketchers developed AI-powered fintech solutions for the practice management of CPAs, bookkeepers, and tax professionals. The software features a secure client portal, cloud-based document storage, easy file sharing, payroll processing, compliance tools, and integrated e-signatures to streamline approvals and communication with clients.
AI-Powered Fintech Solution For CPA Practice Management
AI-Powered Fintech Solution For CPA Practice Management
Problem
The client approached us with the operational friction accounting professionals face every day: disorganized communication, document overload, difficulty collecting bank statements, book keeping hand-offs, and manual tasks that slow the firm down.
Critical workflows lived across separate systems – file storage, billing, payroll, e-signatures, client messaging, reporting, and bank-data access. That fragmentation created delays, follow-ups, and preventable errors.
Solution
We designed and developed MyCpaDashboard as a web-based SaaS platform with a hybrid mobile app for CPA firms and accounting professionals. It centralizes client data, document workflows, payroll, billing, task management, e-signatures, and secure communication in one place. The platform combines practice management, accounting automation, AI-powered report retrieval, and third-party financial integrations into a single scalable solution built for modern accounting teams.
Use Cases
Team
Services we offered
Market Specifics
Deliverables
Client Goals
The client is a CPA himself and wanted to develop a comprehensive platform designed to help Certified Public Accountants (CPAs) efficiently manage client data and financial processes. The key objectives of the platform include:
Client Management
Centralized space for CPAs to manage and track client financial records, keeping everything organized and easily accessible.
Customizable Financial Reporting
Generate detailed, tailored financial reports for tax filings, regulatory compliance, and financial analysis.
Payroll Management
Automate salary calculations, tax deductions, and benefit distributions while ensuring full legal and HR compliance.
Collaboration Tools
Enable CPAs to communicate with clients, share documents securely, and streamline financial collaboration in one place.
Workflow Automation
Automate bookkeeping, tax calculations, and data entry to improve efficiency and reduce the risk of errors.
Data Security and Compliance
Secure storage and access to sensitive financial data while adhering to industry standards and regulations.
Keep track of client billings
Track invoices, payments, and outstanding balances with automated reminders and detailed billing reports.
Analytics and Insights
Real-time analytics to monitor clients’ financial health and enable proactive, data-driven advisory services.
User-friendly Interface
An intuitive, easy-to-navigate platform that simplifies complex accounting workflows for CPAs of all skill levels.
Scalability and Flexibility
A scalable, flexible platform that grows with your practice and adapts to evolving business needs over time.
Target audience
CPAs
Accountants
Bookkeepers
Tax professionals
Accounting Firms
Core Features
Stripe Integration
Enables secure payments, automated invoicing, multi-currency transactions, and subscription plan management all in one place.
Online Document Storage
Securely upload, organize, and store files with easy document sharing and automated reminders for timely collaboration.
Client Portal
A secure space for CPAs and clients to communicate, share documents, and manage interactions through streamlined workflows.
Secure File Sharing
Manage file permissions, organize folders, and automate email alerts for tasks and file sharing with built-in invoicing support.
e-Signature
Simplify document signing with status tracking, automated reminders, and full legal compliance with audit-ready authenticity.
Easily Assign Tasks
Assign tasks, set deadlines, and track project progress for both team members and clients from one dashboard.
Finicity API Integration
Pulls real-time financial data to instantly generate accurate reports, insights, and automated credit verification.
Payroll
Automates salary calculations, tax deductions, and benefit distributions while ensuring full legal and HR compliance.
Additional features
Client Activity Tracking
Provides insights into client actions, such as document uploads or task completions.
Automated Workflow Templates
Pre-designed templates for common accounting workflows, such as tax filings and financial audits.
Custom Reports
Generate detailed, client-specific reports that provide financial insights or project summaries.
Calendar Integration
Sync deadlines, appointments, and events with third-party calendars like Google Calendar and Outlook.
Multi-User Support
Enables firm-wide collaboration with role-based access to maintain data integrity and confidentiality.
Data Backup and Recovery
Automated backups and recovery options ensure no data is lost due to unforeseen issues.
Results
BEFORE
✕
Client communication scattered across tools
✕
Manual document requests and follow-ups
✕
Bank statements collected by hand
✕
Billing, payroll, signatures, and reports handled separately
✕
Limited visibility into tasks and client activity
AFTER
✓
Client portal centralizes communication and files
✓
Automated reminders request missing documents
✓
Plaid/Finicity pulls financial data in real time
✓
EBilling, payroll, signatures, and reportinglive together
✓
AI + RAG finds reports and invoices instantly
Tech Stack
Front-End
HTML
CSS
JavaScript
Bootstrap
Back-End
Python
Django
AWS
AWS (S3)
EC2
RDS
Integrations
Finicity
Worklio
Signable
Stripe
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