Step-by-step guides to every part of CPA Buddy, from adding your first client to reading firm reports.
A real-time snapshot of billing, engagements, clients, and team capacity for owners and admins.
FeaturesTrack contact details, link engagements, manage documents, and keep a full communication history per client.
FeaturesCreate, monitor, and manage the work your firm does for clients from start to finish.
FeaturesTwo ways to see your work: My Day for a personal list and Team Board for a firm-wide kanban view.
FeaturesAutomate multi-step client processes, from onboarding checklists to recurring tax prep.
FeaturesYour firm's email hub, where all inbound correspondence lands and can be triaged without leaving the platform.
FeaturesA central library for templates, policies, and shared resources your whole team can access.
FeaturesLog weekly hours task by task, day by day, then submit your timesheet for review.
FeaturesTrack staff utilisation, review billable hours, and spot trends in how the firm's time is spent.
FeaturesDescribe what you need in plain language instead of clicking through menus.
Our team is happy to walk you through anything that isn't covered here.
