EasyFlow360

EasyFlow360 is the all-in-one practice management platform designed specifically for CPA firms and accounting professionals.

Client Management Organize your entire client roster with detailed profiles, contact information, and activity tracking. Invite clients to their own secure portal where they can view invoices, upload documents, and e-sign agreements.

Banking & Reconciliation Import bank statements, categorize transactions with AI-powered suggestions, and post journal entries — all from a single workspace. Create and complete bank reconciliations with a QuickBooks-style cleared items workflow.

Invoicing & Payments Create professional invoices, send them directly to clients, and collect payments via credit card or ACH through secure Stripe processing. Track payment status in real time with a complete forensic audit trail.

Document Vault Securely store, organize, and share documents with clients. Support for e-signatures, document publishing, and automated notifications keeps everyone in the loop.

Team Collaboration Assign tasks, manage team workloads, and communicate through built-in team chat. Role-based access for CPAs, assistants, and clients keeps everything organized and secure.

Chart of Accounts & Journal Entries Full double-entry bookkeeping with a customizable chart of accounts, multi-line journal entries, approval workflows, and period management.

Practice Analytics Dashboard with key metrics, overdue period alerts, billing insights, and client activity tracking to keep your firm running efficiently.

EasyFlow360 is built by Mundyal Technology LLC for the modern accounting firm that wants to eliminate tool sprawl and manage everything from one place.