OfficeHQ AI is now CPA Buddy
The all-in-one cloud practice management software for CPAs and accounting firms. Built with CRA-compliant workflows, automated T1/T2/GST deadline tracking, and secure document management. Streamline your practice and serve clients better.
From client management to CRA-compliant workflows, our cloud accounting practice management software covers every aspect of running a successful CPA firm.
Advanced client management system with contact management, communication tracking, and client portal integration.
Share client documents safely with permissions, expiring links, and activity tracking.
Built-in Canadian tax calendar with T1, T2, T3, GST/HST, and provincial deadlines. Automated multi-step reminders ensure your clients never miss CRA filing dates.
Complete accountant office management suite including staff scheduling, resource allocation, and operational workflow optimization.
Intelligent automation that streamlines your accounting practice workflows, from client onboarding to project completion.
Advanced analytics for accounting practices with real-time insights into profitability, client satisfaction, and operational efficiency.
Our accountant practice management software is designed specifically for modern accounting firms, offering comprehensive solutions for client management, office management, and practice growth.
Manage client information in one secure place with custom fields, tags, and powerful search.
Track all client communications including emails, calls, and meetings with automatic logging.
Secure client portals for document sharing, project updates, and direct communication.
Never miss a deadline again with our intelligent tax filing deadline management system. Automated tracking, client notifications, and compliance monitoring keep your practice organized and compliant.
Smart reminder system that alerts both staff and clients about upcoming deadlines.
Track deadline performance and identify bottlenecks in your tax preparation process.
Streamline your entire accounting practice with comprehensive office management tools. From staff scheduling to resource allocation, manage every aspect of your firm efficiently.
Manage staff schedules, workload distribution, and performance tracking in one platform.
Share files safely with role-based permissions, expiring links, and audit logs.
Optimize resource allocation and track utilization across all practice areas.
See how our accountant practice management software solves common challenges faced by modern accounting practices.
Clients leave because they feel neglected or don't see the value you provide throughout the year.
Automated client retention workflows send timely check-ins, tax planning reminders, and value-added content. Smart notifications ensure no client falls through the cracks.
Firms using our client retention workflows report 35% reduction in client churn and higher client satisfaction scores.
Managing multiple client engagements manually leads to missed deadlines, confused communication, and stressed team members.
Our engagement management system tracks every client project from start to finish. Automated workflows handle routine tasks, while intelligent notifications keep everyone informed.
Complete visibility into all engagements, 50% reduction in administrative time, and zero missed deadlines.
Traditional onboarding takes days or weeks, creating friction and delaying revenue recognition.
Simplified client onboarding with automated document collection, digital signatures, and guided setup. New clients are productive from day one.
Onboard new clients in under 30 minutes instead of multiple days. Better first impressions and faster time to value.
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 |
|---|---|---|
| AI-First Design ★ | | Not Available |
| Client Retention Workflows ★ | | Premium Only |
| Simplified Client Onboarding ★ | | Standard |
| Automated Notifications | | Standard |
| Tax Filing Deadline Management | | Standard |
| Document Sharing | | Standard |
| Team Collaboration | | Standard |
| Mobile App | Coming Soon | Premium Only |
| Starting Price (per month) ★ | $9 | Premium Only |
* Comparison based on publicly available information from leading practice management solutions as of January 2026. Features and pricing subject to change.
Join an exclusive group of accounting firms who are co-designing the future of practice management software. Shape features, influence the roadmap, and enjoy significant partnership benefits.
Built specifically for modern accounting practices, our platform delivers everything you need without the complexity.
Unlike complex enterprise tools, our AI-first approach makes accountant practice management software intuitive and easy to learn. No steep learning curves or overwhelming features.
Automated workflows and smart notifications keep clients engaged and reduce churn. Our client management software for accountants helps you build stronger, lasting relationships.
Streamlined onboarding process gets new clients up and running in minutes, not days. Reduce administrative overhead with our software for accounting practice.
Enterprise features at a fraction of the cost of competitors. Get accountant office management and tax filing deadline management without breaking the bank.
Our AI-first accountant practice management software combines powerful features with simplicity, helping you manage clients, track tax filing deadlines, and run your office more efficiently.
Explore our transparent pricing plans or join as a design partner to shape the future of accounting practice management.
Have questions? Contact our team.