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The CPA Solution
Solution by
Manage all aspects of your accounting, bookkeeping, and CPA tasks.
Contact partner- 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.
Contact information
Address: 1205 French Creek Dr.
Wayzata, MN 55391
Phone: (612) 208-6122
Email: [email protected]
Website: https://lucidday.com/
