The all-in-one cloud practice management software for CPAs and accounting firms. Multi-jurisdiction tax deadline tracking, automated compliance workflows, and secure document management. Streamline your practice and serve clients better.
From client management to multi-jurisdiction compliance workflows, our cloud accounting practice management software covers every aspect of running a successful CPA firm.
Ask questions in plain language to look up clients, check engagement status, research tax rules across CRA and IRS, and navigate the platform — context-aware answers in seconds.
Centralized client directory with contacts, engagements, emails, and documents. Inbound emails auto-match to client records so communication history builds itself.
Visual drag-and-drop designer with 11 node types including webhooks and document request steps. Build once, assign to hundreds of clients, track progress in real time.
Kanban boards, task dependencies, built-in review workflows, and per-task time tracking. Full status lifecycle from TODO through In Review to Done.
Dedicated firm email address with a unified inbox. Automatic client matching, AI-powered triage suggestions, threaded conversations, and delivery tracking.
Upload, organize, and share files with version history. Collect documents from clients through secure token-based links — no client login required.
Weekly timesheet grid tied to engagements and tasks. Staff enter hours, managers review and approve. Every hour linked to real work for utilization reporting.
Track every service agreement from start to finish. Automatic progress calculation, budget and timeline visibility, and flexible many-to-many staff assignment.
Purpose-built for tax season with workflow templates, secure document collection, AI tax research, and review workflows across CRA, IRS, HMRC, and ATO jurisdictions.
Built AI-first from day one — not bolted onto a legacy platform. These capabilities are why firms switch to CPA Buddy.
Stop clicking through menus. Ask your AI assistant in plain language to look up client details, check engagement status, answer tax questions, or navigate the platform.
Type questions the way you talk to a colleague. "Show me overdue tasks for Smith Corp" just works.
Get answers about CRA, IRS, HMRC, and ATO filing deadlines, rates, and compliance rules — without leaving your workflow.
Every query is enriched with your firm, client, and staff context. No extra filtering required.
Design multi-step processes visually with drag-and-drop. Automate task creation, document requests, approvals, and notifications — then assign to hundreds of clients.
Trigger external systems directly from your workflow — push data to your CRM or accounting software without middleware.
Automatically collect files from clients as part of a workflow. Clients upload through a secure link without needing an account.
Start from global templates, customize at the firm level, then assign to individual clients — each gets its own independent instance.
Upload, organize, and share files with version history. Collect documents from clients through secure token-based links — integrated directly into your workflows and engagements.
Clients receive a secure upload link. They submit files without creating an account or remembering a password.
Every revision is tracked automatically. View prior versions and restore instantly — no more "v3_FINAL_v2" naming.
Track requests through Pending, Partial, Complete, and Expired states. Automated expiration flags overdue submissions.
See how our accountant practice management software solves common challenges faced by modern accounting practices.
Hundreds of returns need to move through your firm simultaneously. Tracking documents, preparation status, and review steps across clients in spreadsheets leads to missed deadlines and lost files.
Workflow templates automate the full lifecycle: request documents from clients through secure upload links, create preparation tasks, route completed returns to reviewers, and send notifications — all tracked in real time.
Every return has a clear status. Document collection is automated. Review workflows catch errors before filing. Nothing falls through the cracks during busy season.
Multiple client engagements running in parallel with no unified view. Managers cannot see which work is on track, which is over budget, or which staff are overloaded.
Each engagement connects its client, assigned staff, tasks, workflow, and documents into one trackable unit. Progress calculates automatically as tasks complete. Budget and timeline visibility lets managers intervene before problems escalate.
Complete visibility into every engagement. Automatic progress tracking eliminates status meetings. Time logged per task feeds directly into budget reports.
New client onboarding takes days — gathering information over email, manually creating records, and setting up engagements across disconnected tools.
A single workflow handles the entire process: create the client record, set up the engagement, assign staff, request onboarding documents through a secure link, and send a welcome email — all triggered by one workflow assignment.
Onboard new clients in minutes instead of days. Every step is tracked, documents are collected automatically, and the client gets a professional first impression.
See how CPA Buddy stacks up against traditional practice management solutions. We deliver enterprise features at a fraction of the cost.
| Feature | CPA Buddy | Traditional Solutions |
|---|---|---|
| | Not Available | |
| | Premium Only | |
| | Not Available | |
| | Not Available | |
| | Standard | |
| | Standard | |
| | Standard | |
| | Standard | |
| $9 USD | Premium Only |
* Comparison based on publicly available information from leading practice management solutions as of January 2026. Features and pricing subject to change.
Get full access to every feature with no commitment. See how CPA Buddy can streamline your practice, automate workflows, and help you serve clients better.
Built specifically for modern accounting practices, our platform delivers everything you need without the complexity.
Built with AI at its core, not bolted on. The AI assistant handles client lookups, tax research, email drafting, and platform navigation through natural language — reducing clicks and training time.
Engagements, tasks, workflows, documents, email, and time tracking in one connected system. Automatic progress tracking, built-in review workflows, and flexible staff assignment.
Token-based document collection, version history, and granular access controls. Clients upload through secure links without accounts. Files organized by client and engagement automatically.
Starting at $9 USD/month for solo practitioners. Enterprise features without enterprise pricing. No per-feature gates — every plan includes AI assistant, workflows, and all core capabilities.
CPA Buddy brings together client management, workflow automation, task management, email, documents, and time tracking into one platform — with an AI assistant that ties it all together.
Guides, insights, and best practices for running a modern accounting firm.
Essential guide for small accounting firms and solo practitioners choosing practice management software. Features, pricing, and implementation tips.
Complete guide to choosing CPA practice management software. Learn about compliance requirements, essential features, and top solutions for accounting firms worldwide.
Discover why accounting firms worldwide are switching to cloud practice management software. Learn about security, accessibility, cost savings, and data residency options.
Discover how AI-native practice management is revolutionizing accounting firms. Learn how CPA Buddy's intelligent assistant minimizes clicks and handles everything from client management to research.
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Have questions? Contact our team or read our guides.
