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Page 1: Client On Prospective Client Approaches CPA firm Practice Group Director Generated Client ID and Subld Reviews the request Tax and Audit System On-board client in Tax and audit

Century Software Process Automation Offers Complete Internal TransformationCentury Software’s BPM is exclusively designed to cater to the data, workflow and automation needs of CPAs

Page 2: Client On Prospective Client Approaches CPA firm Practice Group Director Generated Client ID and Subld Reviews the request Tax and Audit System On-board client in Tax and audit

Inter

Professional SolutionsCentury Software’s BPM

Here’s How Century Software’s Process Automation for CPA’s Works

Supercharge your pipeline management with API’s from Century Software that automate client onboarding by importing data from your CRM systems. Century Software’s Platform works effectively with most leading CRM tools like SalesForce, MS CRM, MS Excel and other systems.

Page 3: Client On Prospective Client Approaches CPA firm Practice Group Director Generated Client ID and Subld Reviews the request Tax and Audit System On-board client in Tax and audit

The Century Software Platform allows data to be exchanged between your existing technology systems and Professional Solutions easily. Positively impact your entire business with strategic, custom apps that automate workflows and data access across the enterprise.

Client Collaboration

CenterAR

Management