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CPA Client Connection


Communicate with your clients - securely and consistently - with Ceridian's CPA Client Connection


Ceridian's CPA Client Connection offers a hosted Web portal, customized for your firm, where you can share information securely, strengthen client communications and promote additional services.

Avoid the security challenges and risks of email. Share sensitive financial and personal information with your clients online. User-specific, password-protected SecureSpace allows you to share documents and communicate with clients safely.

Help your associates be more productive. More cost effective and convenient than trading multiple phone messages and creating numerous printed documents, CPA Client Connection facilitates clear and consistent one-to-one and firm-wide communications, streamlines data collection and promotes more effective client communications.

Increase profitability and client retention. CPA Client Connection helps you promote the strategic and consultative services that clients value most, so you can market additional services to your current clients.

Click here to view a demonstration of CPA Client Connection.

To find out more about the power and versatility of CPA Client Connection, call 1-800-937-2996 ext. 4116 or complete the online form.

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