Make better decisions with better data
CPA GRADES is a BI solution crafted specifically for CPAs. This innovative tool seamlessly integrates with your existing practice management software. Transform your data into a user-friendly, cloud-based dashboard, enabling effortless viewing and analysis of critical data points in just a few clicks.
Connect with multiple data sources
Why Trust 
Make data-driven decisions
With real-time data at your fingertips, allow CPA GRADESSM to help you make informed decisions.
Improve efficiency & productivity
Don’t waste valuable time and resources in Excel creating reports. Utilize CPA GRADESSM to find the same information in seconds.
Increase client satisfaction
Provide data-backed support to your clients that they can’t receive elsewhere. The speed and reliability with which you can assist your clients will create partnerships for life.
Transform Your Practice Today
Real-time reporting for timely and informed decisions
Simplified workflow: no data exports, prioritize clients
Streamlined operations with improved client experience
Visibility into all aspects of the business
The ROI is measurable
2 PERCENT
Average increase in realization within 6 months of implementation
7 DAYS
Average decrease in days outstanding within 6 months of implementation
UNLIMITED
No per user licenses – allow access to as many members of your firm as you would like
The solution is SECURE
Let analytics grade your clients
- Take the emotions out of client evaluation
- Dynamically grade your clients in real time
- Easily adjust weight for each KPI to reflect your firm’s unique needs
Gross Profit
Realization
Age of Relationship
Days to Pay
Expense per Hour
Seasonality
CPA GRADES isn’t just a tool; it’s a catalyst for organizational excellence. It has revolutionized the way we operate, delivering tangible results in terms of cost savings, productivity gains, and enhanced decision-making capabilities.
Join the hundreds of CPAs using CPA GRADES today
