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CPA & Financial Services

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Kickserv makes managing your CPA & financial services business simple

Get Quality CPA Bookkeeping with Kickserv

As your community’s trusted accountant, you know the importance of keeping excellent records. But when it comes time to track your own business revenue and costs, are you confident in your ability to access every detail? With Kickserv, you won’t need a voluminous memory to track your expenses, account for your billable hours, and ensure timely communication with your clients. Our signature business software allows for comprehensive bookkeeping and job management that can fully integrate with QuickBooks, Xero, and most mobile devices. Whether you’re offering services in the office, or on the road, Kickserv offers two-way syncing to your accounting software, and invoicing, and payment history at your fingertips. Don’t deduct from your own CPA business when it comes to tracking your workflow. Contact us now to try Kickserv for a 14-day free trial.

Keep track of your customer’s information

Your customers have unique needs and financial goals. Keeping track of them all is important for establishing rapport and trust with your clients. With Kickserv you can easily manage your clients’ information and attach needed documents, images, and specific notes to every task you work on. Find this information quickly through our automated search functions and send dynamic invoicing that syncs with your office and financial software seamlessly. We can help customize your portal to fit your needs and ensure you understand how best to use the software to ensure maximum productivity.

Account for your billable hours

Your billable hours are the lifeblood of your CPA business. Are you tracking them efficiently? With Kickserv, you can input your hours for each client from the convenience of your iPhone or Android device. You can also quickly and easily send out detailed invoices, and with our secure online payment functionality, your clients will be able to make payments conveniently in less time. Kickserv integrates with both QuickBooks Desktop and QuickBooks Online, as well as Xero financial software. Kickserv can be customized to meet your specific needs and has an easy user interface and dashboard that will allow you to view every aspect of your business at a glance. Ensure your accounting is on the books and up to date—with Kickserv, you’ll always stay on track. Contact our team now to see if Kickserv is right for you.

Fast and effective reporting

Tax time comes all too quickly, and if you’re making estimated payments each quarter, you know how important it is to keep an accurate estimate of your costs and revenue. Kickserv offers fast and effective financial reporting at the touch of a button. You can view your invoicing and payment history easily, and sync between your Kickserv mobile app and your QuickBooks software within seconds. Do you have several billable hours spread out among multiple clients? Kickserv offers streamlined search functionality through all of your records and can be customized to allow your clients to make easy payments through your online portal. Keep your financial reporting easy when you use Kickserv today.

Work smarter, not harder with Kickserv. Contact us today.

What customers like you say about Kickserv

“Kickserv has been easy to implement, easy-to-use, easy-to-train the techs in its use, easy-to-access and all followed up with great service from the support staff.”
Blunt's Electrical Solutions
“Kickserv is the easiest and best software I've dealt with in the past year. The product is easy to understand and the directions are clear and written in everyday language for us non-techies.”
Jon R. Fuller Locksmith
“Whenever I have a question, suggestion or a concern it is always addressed quickly. If I have a problem they make it a priority and rectify the situation quickly.”
Anytown Tree Service
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Powerful. And easy for your entire team to use.

Native apps for iOS & Android

With native iOS and Android support, your entire team can stay in sync. And our web app is mobile-friendly, too!

Customer Account Center

Every customer has access to the Customer Account Center, where they can view and approve estimates, past jobs, and pay invoices.

Impressive Job Management

Jobs are easy to add, easy to schedule, and automatically track progress throughout their lifecycle.

2-way QuickBooks® Sync Add-on

Keep your QuickBooks® (Online or Desktop) fully synchronized with your Kickserv account.

Dynamic Calendar

Our powerful calendar and scheduling can help teams plan for even the most complex schedules.

Customization

Make Kickserv your own with personalized services & items, logo upload and color matching.

Marketing & Online Booking Add-on

The Marketing add-on lets you easily set up a public site and accept booking requests from your customers.

Customer Tracking

From contact information to sales, job, and invoice history. Track customers information with ease.

Invoicing & Online Payments

Collecting payments has never been faster. Send invoices and collect payments online instantly.

Sales & Estimates

Track all your prospects and estimates easily. Close more deals with powerful estimates.

Detailed Reporting

Use our reports to better guide your business decisions. Or make your own custom reports.

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