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TeleAccountant™ is the digital solution for all your needs.

Beyond contactless video appointments, the tool also includes secure document storage and sharing, real-time messaging, private client notes, a branded and secure client portal, digital client onboarding, IRS e-sign and KBA compliance, security, Trello® workflow integration, and calendar integrations.

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TeleAccountant™ is the digital solution for all your needs.

Beyond contactless video appointments, the tool also includes secure document storage and sharing, real-time messaging, private client notes, a branded and secure client portal, digital client onboarding, IRS e-sign and KBA compliance, security, Trello® workflow integration, and calendar integrations.

TRY FOR FREE

Full Feature List

Check out TeleAccountant™ powered by CountingWorks PRO

• Secure, branded client portal
• Secure document sharing
• Portal link for customer login
• Digital client onboarding
• E-Sign / KBA
• Secure messaging
• Digital workflows
• Client note tracking
• Online appointment calendar
• Due date reminders

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BRAND NEW:

Contactless HD Video Appointments for Tax & Accounting Pros

TeleAccountant™ is your new waiting room and front office. We enable you to move the client meeting to the cloud, so you can provide client services virtually.

Zoom (like similar video conferencing tools) requires users to download their client (App) to their desktop or device and update on an ongoing basis. TeleAccountant™ is browser-based and runs on all operating systems, so the challenges and delays of getting the client updated are gone.

SEE HOW IT WORKS

The world moved online – with TeleAccountant™, you can too.

Many tax and accounting firms find their staff fragmented and spread across home offices, and client meetings have moved to video chat. You have been forced to rethink how you communicate and deliver services: TeleAccountant™ is built to help you operate in the new normal.

The world moved online – with TeleAccountant™, you can too.

Many tax and accounting firms find their staff fragmented and spread across home offices, and client meetings have moved to video chat. You have been forced to rethink how you communicate and deliver services: TeleAccountant™ is built to help you operate in the new normal.

TeleAccountant™ Pricing

ADDITIONAL USERS & CONTACTS

More than 500 contacts? Need more users? Call us for a quote.

Users — $9.95/month per additional user

Up to 50 Contacts — $34.95/per month

Up to 75 Contacts — $39.95/per month

Up to 100 Contacts — $44.95/per month

Up to 249 Contacts — $49.95/per month

Contacts over 250 — $10/per 250 Contacts per month

Interested? Try us for free. Need help? Request More Info

Join the thousands of practices who use CountingWorks PRO.

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