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.
Most small accounting, bookkeeping, and tax firms run the practice on a patchwork. The books live in QuickBooks or Xero and the returns in tax software. Everything else is spread across a deadline spreadsheet, a shared drive, personal inboxes, and somebody’s memory. The larger practice management platforms were built and priced for bigger firms, and they assume someone has time for an implementation project.
CPA Buddy is the HQ for the firms in between: clients, deadlines, documents, client email, engagement letters, time, and billing in one place, next to the software you already use. Most firms set it up themselves within a week, with no IT staff and no consultant.
CPA Buddy does not replace your tax preparation, e-filing, or bookkeeping software. It runs the firm around them, and QuickBooks Online client sync is live today.
See integrationsClient deadlines for CRA and IRS filings, prices in US and Canadian dollars, and data residency in the USA and Canada.
Tax practice managementPlans differ by seats, client limits, and AI usage, not by feature gates. Every plan starts with a 30-day free trial and no credit card.
See pricingA firm-wide audit trail, role-based access, and a recycle bin with retention windows, so you can always answer who changed what, and when.
Security and complianceThe people who build CPA Buddy and write the guides on this site.
Founding Engineer, CPA Buddy
Rana Singh is the founding engineer at CPA Buddy and builds the product, from the workflow builder and shared client inbox to the AI assistant and the QuickBooks Online sync. Rana writes about the technology side of running a small firm: AI, data security, cloud software, integrations, and automation.
Co-Founder, CPA Buddy
R Kanwar is a co-founder of CPA Buddy and comes from a business operations background. R Kanwar writes about how small accounting, bookkeeping, and tax firms run day to day: collecting client documents, tracking deadlines, billing, hiring, and choosing software.
Start a 30-day free trial with no credit card, or book a demo and we’ll walk through your firm’s setup.
