Your firm’s HQ, alongside the tools you already use.
CPA Buddy is the HQ for bookkeeping, accounting & CPA/tax firms: clients, deadlines, documents, client email, and billing, next to your tax and bookkeeping software. Set it up yourself this week — no IT, no consultant.
CPA Buddy is practice management software for small bookkeeping, accounting, and tax firms. It is the firm’s HQ for client deadlines, document requests, a shared client inbox, engagement letters with e-signature, time and billing, and a built-in AI assistant, and it works alongside the bookkeeping, tax preparation, and filing software firms already use.
Keep your tax preparation, filing, and bookkeeping software. CPA Buddy runs the firm around it.
Every disconnected tool leaks time and dollars. One connected system catches what’s slipping through.
Miss one CRA deadline and the penalty starts at 5% of the balance owing, plus 1% for every month it stays late.
Forgotten billable hours add up to thousands of dollars a year you earned but never put on an invoice.
Re-typing the same client details across spreadsheets, email, and drives that don’t talk to each other.
These are the headaches firms tell us about every week. Each one is exactly what CPA Buddy is built to fix.
“Five tabs open just to answer one client question.”
“That filing date lives in your head and a spreadsheet.”
“Still sending “just following up on those documents…” for the third time.”
“The answer you need is buried in someone else’s inbox.”
“No idea what’s actually behind — until the client calls.”
“Hours you genuinely worked, then forgot to put on the invoice.”
Bookkeeping, accounting, and CPA/tax firms — one connected system that fits how you actually work.
Keep monthly close, catch-up work, and client documents on track without spreadsheets.
Run engagements, tasks, and billing for every client from one connected system.
Track deadlines across CRA and IRS and move hundreds of returns through review.
30-day free trial. No credit card. Set up in a week.
Most firms are up and running in a week on their own. Prefer a hand? Book a demo and we’ll get you set up — on us.
No IT, no consultant, no migration project. Three steps and you’re working.
Bring clients in from QuickBooks, CSV, or Excel in minutes.
Add staff to your plan’s seats and set roles — no IT needed.
Track deadlines, collect documents, and bill — all in one place.
Book a demo and we’ll help you succeed — on us, no extra fee.
We tailor workflows, deadlines, and roles to how your firm actually works.
We move your clients and history over so nothing gets left behind.
A live training session gets your whole team confident from day one.
Built in Calgary, Canada — for growing firms, by a team that knows the work.
No. CPA Buddy is built for solo and growing firms with no IT person. The interface is designed so your team learns it without training sessions, and there is no implementation project.
Most firms are up and running the same week. You import your clients, invite your team, and start — no IT, no consultant, no migration project required.
If you can use email and a spreadsheet, you can use CPA Buddy. You can also ask the built-in AI assistant for step-by-step help on any feature.
Your data is protected with role-based access controls, a firm-wide audit trail, a recycle bin with safe retention, and data residency in the USA and Canada.
Pricing depends on your plan and region, with no per-feature gates — every plan includes the AI assistant, workflows, and core capabilities. See the pricing page for current plans, and start with a 30-day free trial, no credit card.
No. Keep the tax preparation, filing, and bookkeeping software you already use. CPA Buddy is the HQ that runs your firm around them: clients, deadlines, documents, client email, and billing. QuickBooks Online client sync is live today, and connections to Xero, Zoho Books, Google Drive, OneDrive, Gmail, and Outlook are coming.
Give your firm an HQ that works alongside the tools you already use. Start your 30-day free trial today.
No credit card. No IT or consultant required. Cancel anytime.
