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Exact Targets Advisor-Minded CPAs in New Offering

Aug 19th 2015
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Exact Software has introduced Exact Online for Accountants, a cloud-based product designed to allow accountants to streamline project management and enhance collaboration with clients.

U.S. CPA firms can now enroll, subscription-free, in the limited release program of Exact Online for Accountants.

Exact Online for Accountants allows CPA firms to:

  • View and edit client business records.
  • Continuously monitor business information, creating automatic exceptions and alerts where necessary.
  • View client data across the breadth of business operations to better understand what is happening on a macro scale and potentially provide advisory services.

“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,” Dave Lechleitner, product marketing principal for Exact U.S. Cloud Solutions, said in a statement. “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 also have access to training and Exact Online's marketplace. The marketplace allows small businesses, who are in need of an accountant or CPA, to search by geography or area of expertise.

To inquire about the program or additional information visit


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