CPA Buddy is the HQ for Canadian bookkeeping, accounting, and tax firms: client deadlines, T1 and T2 workflows, document requests, GST/HST-ready invoices, and client email in one place, with Canadian data residency and pricing in Canadian dollars. It works alongside the tax and bookkeeping software you already use.
30-day free trial, no credit card. Prices in Canadian dollars.
Choose Canadian data residency for client information and for your firm’s own records. The CRA does not treat records kept outside Canada and accessed electronically from Canada as records kept in Canada.
Security and data residencyBuild one personal tax workflow, with the document request, preparation task, review, and sign-off, and assign it to every T1 client at once.
Workflow automationSend one secure request for T4s, T5s, RRSP receipts, and the rest. Clients upload without an account, and you see exactly what is still missing.
Document collectionSet up corporate year-ends and periodic GST/HST filings as engagements with due dates, and your team gets automatic due-date reminders before they slip.
Deadline trackingBill with a configurable tax rate and your own label, such as GST or HST, plus branded PDFs, payment terms, and a secure link for the client to view each invoice.
Timesheets and billingThe AI assistant answers common questions about CRA deadlines and T1 and T2 rules, as a starting point to confirm before anything reaches a client.
AI assistantMost small Canadian firms run the same filing work every year. Set each one up once as a recurring workflow, assign it to the clients it applies to, and each period’s work is created on schedule.
A pre-loaded tax calendar is coming soon. Today, you set these up as engagements with due dates and CPA Buddy sends your team automatic due-date reminders. Confirm dates with the CRA each year: a deadline that falls on a weekend or public holiday moves to the next business day.
Every plan includes the full feature set. Plans differ by seats, client limits, and AI usage.
For solo practitioners
$34 CAD/mo
Includes 1 seat
For growing teams
$119 CAD/mo
Includes 3 seats
For established firms
$249 CAD/mo
Includes 6 seats
Annual billing charges 10 months for 12. Compare every plan.
Yes. CPA Buddy offers data residency in Canada and the USA, so a Canadian firm can keep client information in Canada. That also matters for your firm’s own required records, since the CRA does not consider records kept outside Canada and accessed from Canada to be kept in Canada.
Yes. Every plan has a Canadian dollar price: Solo is $34 CAD a month, Team is $119 CAD a month, Firm is $249 CAD a month. Annual billing charges 10 months for 12, and every plan starts with a 30-day free trial with no credit card.
No. Keep the T1 and T2 preparation and EFILE software you use today. CPA Buddy runs the firm around it: clients, deadlines, document requests, client email, engagement letters, and billing.
Yes. Monthly bookkeeping, payroll, and GST/HST work run as engagements with workflows and due dates, and a recurring workflow creates each period’s work on a schedule. QuickBooks Online clients sync into CPA Buddy today, and Xero and Zoho Books sync are coming soon.
Yes. CPA Buddy is built by OfficeHQ AI Inc., headquartered in Calgary, Alberta, and serves firms in Canada and the United States.
Serving clients on both sides of the border? See CPA Buddy for US firms.
Import your client list from QuickBooks Online, CSV, or Excel and see your own firm in CPA Buddy before you pay anything.
