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ElephantCPA Reviews & Product Details

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Monthly Package

$49.95

1 Users Per Month

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ElephantCPA Media

ElephantCPA Demo - Integrated Billing & Invoicing

Seamlessly bill and invoice your clients with Elephant

Effectively manage your work with organized tasks and activities.

Continuously collaborate with your clients and firm though one integrated communication platform

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AA

Verified User in Accounting

Small-Business (50 or fewer emp.)

6/23/2023

"Great solution for small and midsize CPA firms"

5/5

What do you like best about ElephantCPA?

Amazing product support team. If my clients or I had any issues, the Elephant CPA team would resolve same day, very responsive. The navigation is intuitive and improvements are being added based on user feedback. Review collected by and hosted on G2.com.

What do you dislike about ElephantCPA?

Features such as e-sign were difficult to use this past tax season, but the Elephant CPA team is working to refine for next year. Review collected by and hosted on G2.com.

JT

Jonalyn T.

Accountant

Small-Business (50 or fewer emp.)

9/15/2022

"User-friendly tool that provides easy access of information"

5/5

What do you like best about ElephantCPA?

The Elephant has excellent integration of various related information from client data, tasks, client communication, and the organizing of files up to billing. Workflow Management was also excellent as there is an email notification every time a new job is added to a specified user, once sent for review and when the reviewer returns it for any comments/suggestions. Review collected by and hosted on G2.com.

What do you dislike about ElephantCPA?

All in all, it was a great system, but there might always be a better way for some features to make it even more helpful to existing users. For example, adding features for automatically adding recurring tasks on multiple dates, adding a calendar to have a quick view of different statuses of functions for a given period/month. Review collected by and hosted on G2.com.

What problems is ElephantCPA solving and how is that benefiting you?

In our organization, Elephant helps us organize various tasks for every user. Accounting for multiple clients might be tedious to monitor progress and time spent on each task for cost consideration. It also provides a summary of pending and due tasks. It also does the job of notifying the following user once a task is ready to review. Review collected by and hosted on G2.com.

KA

Kenneth A.

Marketing Consultant

Small-Business (50 or fewer emp.)

9/23/2022

"It has helped me a lot with my accounting"

5/5

What do you like best about ElephantCPA?

It has been an amazing tool for my business because it helps me with accounting and task management Review collected by and hosted on G2.com.

What do you dislike about ElephantCPA?

I really don't like that apart from accounting and task management it's kinda confusing when I try to set up another function. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

9/24/2022

"Basic to Advanced"

2.5/5

What do you like best about ElephantCPA?

It enhnaced security as compared to others and bridges the gap very well between the accountants, CPA firms, clients and other small acounting firm to maximise the efficiency of work. Review collected by and hosted on G2.com.

What do you dislike about ElephantCPA?

only thing i dislike about it that it is new to most of the firms and they are hesitating in swicthing to this platform from their existing one's. Review collected by and hosted on G2.com.