The CPA Solution

Solution by

Manage all aspects of your accounting, bookkeeping, and CPA tasks.

Use case: Finance
Industry: Financial services
Region: Global

Seamlessly track everything for your CPA business, from recurring tasks, history of transactions, client management, centralized communication, and staff management.

Key features

Manage recurring tasks
See a full history of your financial transactions
Client interaction and management (CRM)
Centralized communication platform
Staff and team management

Services

Custom onboarding, training, and implementation services.

About the partner

Lucid Day is a leading WorkOps company and certified monday.com Platinum partner. We help organizations work efficiently from anywhere using monday.com. Whether you're just starting or looking to optimize, we provide tailored solutions and expert configurations. Our team ensures seamless integration and continuous improvement, leveraging extensive industry experience for unparalleled success.

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