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A physician-focused accounting firm powers an OneStop Client App to manage client relationships.

Moxtra powers the OneStop Client Hub for Physician’s CPA, a Toronto-based boutique accounting and tax practice that solely focuses on physicians and medical professionals.

Based in Toronto, Physicians CPA is a boutique accounting and tax firm that solely focuses on physicians and medical professionals. They provide personalized accounting and tax services to their clients, concentrating on the unique challenges of working in the medical industry such as operating a practice, payroll processing, and personal financial consulting.

Looking for a secure, convenient digital approach to accommodate the busy lifestyle of medical professionals, they launched the Physicians CPA App. Accessible on mobile and web, their app streamlines client workflows, centralizes documents, and provides an interactive service experience between client and accountant — from anywhere, under a OneStop destination.

"We strive to provide personalized services by communicating with our clients year round to discuss any personal or financial changes, and provide proactive solutions.

Physicians CPA uses their Moxtra-powered App to provide clients with an individualized experience on a private platform. The solution enables their team to e-sign and send sensitive documents, schedule video meetings, securely communicate through instant messaging, and more — with an audit trail of all interactions.

By eliminating the chaos of operating multiple disparate channels of communication, such as email, the team can focus their efforts on managing clients accounts and streamlining the service experience. The convenience and control of a private OneStop Client App provides a cohesive space for seamless business workflow approvals, efficient collaboration, and improved client satisfaction.

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