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monday.com for
CPAs, Accounting Firms & Accounting Departments
Get total visibility across your firm—client statuses, service delivery, team progress, and more. Lucid Day’s pre-built CPA Solution for monday.com brings structure and clarity to every workflow with zero guesswork.
Client Management
Keep every client and contact organized in a central source of truth.
Services Management
Track service delivery from tax returns to audits—with total transparency.
Recurring Workflows
Automate recurring services year-over-year with less manual setup.
Reporting & Visibility
Use dashboards to monitor progress, deadlines, and workload distribution.
Client Management
Keep every client and contact organized in a central source of truth.
Services Management
Track service delivery from tax returns to audits—with total transparency.
Recurring Workflows
Automate recurring services year-over-year with less manual setup.
Reporting & Visibility
Use dashboards to monitor progress, deadlines, and workload distribution.
Lucid Day's
CPA Solution
Automate, Organize, and Optimize Every Part of Your Firm
Ready to stop wondering what’s getting done—and what’s falling through the cracks? Our CPA solution gives you full visibility into your client load, services, and team activity. Track time, automate recurring work, and manage everything from one powerful platform.
Centralized Client Management
Keep all client information, service details, and deadlines in one place.
Automated Workflows
Auto-generate recurring services (bookkeeping, tax returns, audits) each year
Real-Time Tracking & Dashboards
See work progress, financial insights, and workload distribution at a glance.
Task & Deadline Automation
Automatically notify your team of due dates and status updates.
Seamless Collaboration
Assign tasks, share updates, and manage projects without email.
Why monday.com Beats CPA-Specific Software
Flexible, Powerful, Intuitive
CPAs have many workflow tools, but monday.com stands out for its flexibility, automation, and ease of use, helping firms scale, collaborate, and streamline workflows.
Most CPA-specific tools focus on tasks—taxes, audits, and bookkeeping. But monday.com lets you manage your entire firm with full transparency. From client work to internal ops, you’ll always know who’s doing what, what’s next, and where things stand.
Why firms choose monday.com:
- Visibility across teams – See progress and bottlenecks in real time
- All-in-one platform – Manage accounting, HR, marketing, and operations in one place
- Fully customizable – Tailor boards and workflows to match your firm’s structure
- Automated communication – Keep everyone in the loop without chasing updates
- Fast onboarding – Easy for new team members to adopt and use
With monday.com, you’re not just managing tasks—you’re managing your entire firm with clarity and confidence.
Integrations & Automations
Get your all tech platforms connected and talking to each other
Connect seamlessly with QuickBooks, Xero, Google Drive, Outlook, and other accounting software. Syncs with Zapier and Make for end-to-end workflow efficiency.
The Ultimate CPA Workflow Solution
Lucid Day is a Platinum Partner of monday.com, specializing in custom CPA workflows, automation, and training. We help firms like yours maximize efficiency and streamline operations—so you can focus on growth, not admin work.
How We Work
Our Proven Process
While every engagement is tailored, our process ensures clients get the most from their monday.com investment.
A 30-minute call to identify the core challenges and determine if Lucid Day can help make things easier for you.
We deep dive into your workflows and make recommendations on what steps are needed to make them work better for you.
Through a series of working sessions with you, the client, and off-line work by the Lucid Day team, we implement solutions.
After completing a project, we map out next steps. Whether that's working on other workflows or training your team to use what we implemented.
What Our Clients Are Saying
Success stories from businesses like yours.
Today was our final set up call with Liam and I am feeling very confident that we are set up for success after 2 months of working with Liam. We're so grateful for his guidance!
SSRS
Liam continues to be a big help in getting us up and running. We have a lot of the basics set up, but he is helping us with additional items that will help us tremendously.
Rock Brook
Liam is always great and takes the time to answer questions, listens intently and takes notes, and demonstrates functionality of the tool for us. Even provides good options with all the questions we ask.
NuSource Financial
It was great seeing the functions of automations and how to set up new ones. Im looking forward to working on the workflow aspect of the workspace. We've been spending a lot of time on the CRM end. There will be a lot of building out to do on the workspace area of our Monday account.
Mortgage Processing Group LLC
Today's sync session was a quick check in to make sure we were headed in the right direction with some big-picture goals / workflows. It really helped to check in with Liam on them!
SSRS
The team was so excited and engaged. They are already asking me for the video link for the Zoom session. We are so excited to work more with Liam on the workflows.
Trinity
Rosie is always so helpful and goes above and beyond to answer our questions and help us through any issues that we run into. Almost every single session so far, she has stayed after the meeting should have ended to help with final questions. It's been a real pleasure working with her so far!
Wilson & Girgenti
Paige has been excellent to work with. She is very knowledgeable about the platform. When she doesn’t have an immediate answer for a solution she does she rude diligence to research it and comes back with ideas for resolution. Today’s session was like all the others…very efficient and a good use of time!
AngelEye Health
Liam and Narek helped find solutions to some of the issues I was having with a form and a few boards. They provided options to best fit our team and company's needs!
Muscular Dystrophy Association
We're very excited about this platform. Liam has been able to answer every single question with insight and great recommendations. I really enjoy working with him, he's very knowledgeable and transparent. 10/10
JOOLA