MRO Magazine

Exact Introduces Collaboration and Monitoring Solution Targeting CPA Firms

By Business Wire News   


Exact, a global frontrunner in business software in the cloud for small- and medium-sized businesses, today introduced Exact Online for Accountants for CPA firms interested in bolstering their role as business advisors. The cloud-based software allows accountants to streamline project management, enhance collaboration and increase the value-add of their services. Eligible U.S. CPA firms can enroll, subscription-free, in the limited release program of Exact Online for Accountants, available now.

The results from a global survey commissioned by Exact aligns with the findings from the AICPA Top Issues Survey that found firms today need to acquire new customers, improve the quality of their services, differentiate themselves and still remain competitive in a crowded market. To maintain their competitive edge, CPA firms must offer services beyond standard taxes, audit and outsourced services – that position them beyond financial advisors – and become true business advisors. Facilitating this transition requires a new set of technology tools and capabilities. Exact Online for Accountants answers the need for a comprehensive solution that offers greater opportunity to add recurring services beyond the traditional accounting set.

Exact Online for Accountants allows CPA Firms to:

  • View and edit client business records from within the accountant solution
  • Continuously monitor business information, creating automatic exceptions and alerts where necessary
  • Facilitate client-accountant collaboration by enabling both parties to communicate in real-time
  • View client data across the breadth of business operations to better understand what is happening on a macro scale and provide advisory services accordingly

“An Exact study found that 45 percent of firms emphasize a focus on quality in an effort to stay competitive and relevant in their industry,” said Dave Lechleitner, product marketing principal for Exact, US Cloud Solutions. “Today’s accounting landscape is very competitive and a key driver of customer retention is the quality of the firm’s service – it’s no longer about the traditional periodic accounting services, it is about creating long-term value. Differentiating their service offerings can attract new clients, and our solution gives CPA firms the ability to do that successfully. We see Exact Online for Accountants as a product that will not only make the lives of accountants easier, but also enable them to truly grow their businesses.”

Firms who subscribe to Exact Online for Accountants will have access to a robust product, extensive training and Exact Online’s marketplace to position their firm and services. The marketplace allows small businesses, who are in need of an accountant or CPA, to search by geography or area of expertise.

Eligible CPA firms can participate in the limited release program subscription-free. To inquire about the program, please contact us at or call us at 1-855-359-9256.

To learn more about the challenges faced by accountants and their usage of technology, download the new Small Business Cloud Barometer 2015 for Accountants Report here.

About Exact
Vigorous business software. That’s what Exact builds. For more than 200,000 businesses around the world. For entrepreneurial doers who dare and, if they fall, always get up again. Exact breathes that same spirit. Thirty years ago a garage start-up by six students, now a global company, employing 1,550 people in 15 countries with revenues of € 188 million in 2014.

With Exact, businesses can quickly respond to shifting market conditions and grasp opportunities with both hands when they arise. Our business software enables customers to focus on their next goal, and look ahead to the next challenge. For further information about Exact, visit

Version 2.0 Communications For Exact
Katie Kennedy, 617-426-2222


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