Import CSA Data to CPAnywhere
Automatic transfer of CSA information to CPAnywhere on daily basis. CPAnywhere users now can access this information through the special CSA section under the CRM. Information to be transferred to CPAnywhere includes the following:
- New or updated Client ID
- Contact information
- Up to date directors and secretary’s information and appointment dates
- Jobs done
A special page under the CRM Client page is set up to display these information on CPAnywhere.