CPA assistant

SUMMARY

Finwise CPA Assist – The Ultimate Chrome Extension for CPAs

Finwise CPA Assist helps Certified Public Accountants efficiently manage their clients by automatically scraping analytical data and integrating it directly into their CRM systems. Save time, improve data accuracy, and focus on providing top-notch financial advice with our streamlined automation tools.

Key Features:

Efficient Client Management: Organize and access client information centrally.
Automated Data Scraping: Extract and transfer analytical data seamlessly to your CRM.
Process Automation: Reduce manual tasks and enhance data accuracy.
Increased Productivity: Focus more on financial analysis and client advisory services.
Finwise CPA Assist – Empowering CPAs to manage clients and data with ease and precision.

The latest version of CPA assistant is available on the Chrome web and is currently being used by 0 active users. The initial version was launched on 2024-11-09.

HOW TO INSTALL CPA assistant FROM A CRX FILE

1. Download CPA assistant CRX file
2. NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
3. In the URL bar, go to chrome://extensions
4. Enable Developer mode

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