Finally, a monday.com solution for accounting firms
Plan smarter and save time with our monday.com CPA solution.
A perfect solution for CPAs and accounting firms:
Finally, a monday.com solution for CPAs
Plan smarter and save time with our monday.com CPA solution.
A perfect solution for CPAs and accounting firms:
Workflow management just got a whole lot smarter
Track everything
Get better organized from the start, with a dynamic out-of-the-box solution that tracks your firm’s workflows every step of the way.
No more missed deadlines
Leverage monday’s automations’ to build recurring workflows that connect with your firm’s bookkeeping and existing reconciliation workflows. Say goodbye to missed deadlines forever.
Make this busy season better
Get back the time you need to grow your firm with monday’s automations and workflow processes. Operate your business from a bird’s eye view without sacrificing day-to-day processes.
Accurate, dynamic displays
Receive insights on client progress, firm revenue, and team capacity so that you’ll be up to date on all the relevant data to make important decisions. These are displayed and pulled into dynamic, beautiful charts for instant visibility.
From new client onboarding to tax returns to recurring services and beyond, you’ll have complete control and oversight with our pre-built boards, dashboards, automations, and notifications.
Wait!
monday.com sounds great, but I don't have time to learn a new platform."
The flexibility of monday.com can feel daunting if you don’t know what you’re using it for.
As a CPA or accounting firm, your needs are different from the needs of a marketing company or sales team using monday.com. You don't have the time to learn and customize a new software that wasn't built specifically for CPAs already.
That’s why we have created a monday.com solution for CPAs and accountants. Let’s start.
How to Get Started with
monday.com and your
CPA/Accountant Solution
Schedule a FREE strategy call with Lucid Day.
Attend a product and solution demo customized for your firm.
Start using our CPA solution on monday.com and make it the best busy season yet!
monday.com fills in the gaps that your inventory management lacks.
Get dynamic visibility on workflow progress in the matter of seconds
Set your staff up for success with intuitive, complete and dare we say fun workflows
Grow your business efficiently by keeping track of all of your contacts and accounts
Eliminate email back-and-forth and gain that time back for building your firm
monday.com fills in the gaps that your current system lacks.
Learn how monday.com will optimize your workflow.
What's the deal with Lucid Day?
What's your connection to monday.com?
We exist to help companies get the most out of monday.com
Have you ever bought a piece of furniture from Ikea or online and when you got it home realized that it was a lot more complicated than you had expected? You know the end result will be worth it, but you’re a long way off from that.
That’s how we feel about monday.com.
The end result is the ideal business management solution customized to fit your team and company, but it can be an investment to get there.
We believed the payoff for our clients would be so significant that we started Lucid Day to focus on helping our clients set up and use monday.com more effectively.