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ElephantCPA
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ElephantCPA
By ElephantCPA
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4.4 out of 5 stars
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ElephantCPA Reviews & Product Details

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Jonalyn T.
JT
Accountant
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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.

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ElephantCPA Overview

Editedit
What is ElephantCPA?

ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction.

ElephantCPA Details
Discussions
ElephantCPA Community
Languages Supported
English
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Product Description

Elephant is a cloud based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction.

Seller Details
Seller
ElephantCPA
Year Founded
2021
HQ Location
Totowa, New Jersey
Twitter
@ElephantCPA
106 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
CM
Overview Provided by:
Christopher Massood

Recent ElephantCPA Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Great solution for small and midsize CPA firms"
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...
Read more
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Basic to Advanced"
It enhnaced security as compared to others and bridges the gap very well between the accountants, CPA firms, clients and other small acounting firm...
Read more
Kenneth A.
KA
Kenneth A.Small-Business (50 or fewer emp.)
5.0 out of 5
"It has helped me a lot with my accounting"
It has been an amazing tool for my business because it helps me with accounting and task management
Read more

ElephantCPA Pricing

Monthly Package
$49.95
1 Users Per Month
See ElephantCPA pricing
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ElephantCPA Media

ElephantCPA Demo - Integrated Billing & Invoicing
Seamlessly bill and invoice your clients with Elephant
ElephantCPA Demo - Task Management
Effectively manage your work with organized tasks and activities.
ElephantCPA Demo - Client Communication
Continuously collaborate with your clients and firm though one integrated communication platform
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Have you used ElephantCPA before?
Yes

4 out of 5 Total Reviews for ElephantCPA

4.4 out of 5
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4 out of 5 Total Reviews for ElephantCPA
4.4 out of 5
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4 out of 5 Total Reviews for ElephantCPA
4.4 out of 5
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G2 reviews are authentic and verified.
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Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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.

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

A quality secure client portal for document transfer between clients and CPAs. Review collected by and hosted on G2.com.

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Kenneth A.
KA
Marketing Consultant
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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

It is helping solve a problem of accounting, because before we used to use a spread sheet to manage all the accountings, but now with this tool we are taking control over it. Review collected by and hosted on G2.com.

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Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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

It is cloud based practice management solution for small to midsize accounting firms. it makes easy to simplyfy, streamline and modernize my accounting firm practuice by saving my lot of time and efforts. Review collected by and hosted on G2.com.

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AS
Influencer & PR Coordinator
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ElephantCPA?

I love how client management and task massignment is so easy Review collected by and hosted on G2.com.

What do you dislike about ElephantCPA?

Navigating the program isn't the most user friendly. It takes some time to get used to. Review collected by and hosted on G2.com.

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

It saves us a lot of communication and middle men Review collected by and hosted on G2.com.

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ElephantCPA