Search and find CPA's and Bookkeepers in the largest directory of CPA's (Certified Professional Accountants) and Bookkeepers. There are over 30,000 CPA's in the directory. This directory allows you to search by:

USEaCPA is also a secure file repository for your information and files. Gold level CPA's can create unique accounts (logon and password) for each client and can store all the data and forms that you would need. This eliminates the need for complex FTP (File Transfer Protocol) programs and Insecure email'ing of data back and forth. The features that Gold level CPA's have include

• Create Secure Logons For Clients and Staff
• Allow drag and drop uploads / downloads of files, forms and data
• Email links to files, email documents from the repository
• Enable two-factor authentication for additional security
• Allow CPA's to create extended profiles for all their staff
• Allow facebook-like chat between CPA's and their clients
• Create wikis and blogs and share with your team and clients
  

Using USEaCPA eliminates the need for CPA's and Client to:

• Email Files such as Quickbooks, Peachtree back and forth - email is insecure and open
• Email Tax Documents over the internet
• FTP Files Back and forth using confusing and difficult applications
• Eliminates the need for a server - save the documents on USEaCPA

Collaborative Applications

USEaCPA.com comes with packaged applications that are designed for collaborative usage:

WorkSpaces

WorkSpaces form the basis of creating structured work areas between your Clients and Your Practice:

Unlimited Collaboration Spaces	Customizable Permissions & Access Control
Unlimited number of collaboration WorkSpaces can be created in USEaCPA.com. A WorkSpace provides a secure and controlled work area for teams (internal and/or external). WorkSpaces can be created and used for various activities, e.g. projects, departments, clients, etc.	Groups and users can be added to various roles of any WorkSpace. This allows easy management of 'who can do what' within a WorkSpace. This is essential when working with Clients.
Structured Sub -WorkSpaces	Customizable Views
WorkSpaces can be structured in a hierarchy that best reflects the organization or team using USEaCPA.com. WorkSpaces can have n-number of sub-WorkSpaces structured below them, either inheriting the security permissions of the parent space or defining completely different access permissions. Structuring using spaces allow organizations of all sizes to tailor their USEaCPA.com site around their business requirements. Allowing users to create WorkSpaces makes the site structure organically grow or change based on changing needs of the teams. The main navigation of the system is automatically generated from the hierarchy of spaces.	The views and dashboards appear as top level tabs for a space and can be customized or selectively disabled for any space.



Social Applications

Social Applications within USEaCPA.com enable people to people interaction and increase team transparency

USEaCPA.com's extensive user management features allow users to find people and expertise using the profile search and the people directory. A user can be a part of multiple groups and roles can be assigned to users and groups.

People Profiles

Every USEaCPA.com user (client or CPA) is provided with a profile page which along with the users basic contact / business information, also dynamically aggregates the user's activity and contributed content in a consolidated dashboard. The user profile provides insight to the user perspective and helps people to identify peers with required skills or common interests.

Productivity & Interfaces

USEaCPA.com's user interface experience is one of its greatest strengths and is designed to improve productivity of its users.

Customizable Dashboards

Dashboards for USEaCPA.com lets users create customizable dashboards for every space. Dashboards can be customized with portlets, USEaCPA.com comes with a plethora of portlets pre bundled including content aggregators, tag navigators, usage statistics and graphs, etc. USEaCPA.com dashboards are compatible with other Plone portlets and can be easily extended.

WYSIWYG Content Editor

USEaCPA.com incorporates a powerful editor to edit rich web content within wikis and blogs and works just like your desktop word processor software. Along with powerful WYSIWYG features like visual table creation, keyboard shortcuts and rich content formatting, the editor integrates tightly into USEaCPA.com, allowing visual searching and insertion of links and media from within USEaCPA.com. Keyboard shortcuts, quick access drawers, and a full screen mode makes the user experience highly productive. The editor auto saves all content to the server every minute, so you don't have to worry about loosing any content due to system crashes or power failures.

Organization & Management

USEaCPA.com provides powerful, enterprise class content management and organizational capabilities

Tagging

USEaCPA.com provides unified tagging of all content across applications. Tagging enables users to organize information within an organically growing structure. Powerful tag suggestion features let users reuse existing tags with ease. Multiple simultaneous tags can be used to filter content in all application views using the faceted filtering feature, this lets you drill down to relevant content of interest at blazing speeds. The USEaCPA.com dashboard also provides a tag cloud for direct access to popular tags

Role Based Security

Comprehensive role based security and permissions system in USEaCPA.com allows fine-grained access control for content to users and user groups. Roles can be assigned to users and user groups site wide, at space levels or for a single item of content.

Revision control

Complete version history of any content or file added into USEaCPA.com is maintained within the system enabling visual tracking of who-did-what. Multiple authors can easily edit a single piece of content and be rest assured that their changes will not be lost. Revision handling is automatic and the version history management interface enables users to compare versions, preview pervious versions or switch to any older version. Version commenting creates a change log of the file or document.

Rules

USEaCPA.com contains a powerful, enterprise class rules engine that enables automation based on pre-defined triggers. Content rules can be defined by administrators and managers and can be applied to specific spaces, content types or workflow states. Content can be copied, moved, deleted or workflow transitioned based on different triggers. Rules can also be cascaded to allow complex automation of content.

Checkin / checkout of content

USEaCPA.com enables robust collaborative document authoring with content check-in and check-out. You can check out any content that you have editing rights to as a working copy. You can continue to modify the working copy while the published copy remains unchanged. On completion of changes, the working copy can be checked-in which replaces the published copy. USEaCPA.com also automatically merges the version history and change log once a content is checked back in.

Bulk Management

USEaCPA.com provides powerful bulk management capabilities to content managers, administrators and space owners. Using the content management view, you can bulk move, copy, paste, rename content from across applications. You can also import and export content in zip files. This cross application content perspective provides great flexibility to people managing large content repositories.

Search Navigation & Retrieval

USEaCPA.com provides powerful search and navigation capabilities to aid users identify and access content the speediest way possible.

Multi Faceted Filtering>

Faceted navigation and browsing allows you to narrow down a large list of items into a manageable size with multi-dimensional slice-n-dice mechanism in a manner that best accommodates your specific needs. Users can filter information with a combination of multiple facets including tags, contributors, date range and any content search phrase. Faceted search enables users to swiftly narrow down to the points of focus and eliminate content noise. Faceted filtering is available across all applications and views in USEaCPA.com

Fast, Full Text Search Engine

USEaCPA.com's full text search engine, indexes content as soon as any new content is created or file is uploaded and makes them available in the search results. Textual information from within files of various known formats such as MS Word, Excel, Powerpoint, Open Office formats, Pdf, text, HTML and more are automatically indexed enabling users to search inside these files.

Mindmap based sitemap

USEaCPA.com automatically generates a sitemap from the content structure of the USEaCPA.com site in the form of a mindmap. This mindmap gives users a visual overview of all the WorkSpaces and sub WorkSpaces available in the USEaCPA.com site and is an excellent way to quickly navigate across the space hierarchy and smart collections.

Customize & Extend

USEaCPA.com, allows unmatched freedom of extensibility.

Brandable - Logo & Banner

The USEaCPA.com site can be customized with your company's branding and logos. A customized site name, description and logo can be added by the administrator to your USEaCPA.com site. A Unique logon home page can be assigned for each CPA.

Drag and Drop Interface

The USEaCPA.com site has a drag and drop interface. Rather than deal with complex file upload mechanisms. CPA's and Clients can use the drag and drop interface to upload files thier workspace of choice.