Welcome to CPA Buddy

CPA Buddy is your all-in-one practice management platform for accounting and professional services firms. It brings client management, engagement tracking, team collaboration, email triage, workflow automation, and AI assistance together in one place.

What is CPA Buddy?

CPA Buddy helps your firm stay organized from first client contact through finished work. Track engagements and tasks, collaborate on the Team Board, manage documents, log time on timesheets, and keep client communication in the Firm Inbox — all with role-based access for owners, admins, managers, staff, and contractors.

Key Features

Client & Engagement Management

Keep client records, contacts, documents, and engagement history in one directory. Create engagements, assign team members, and monitor progress from start to finish.

Tasks & Team Board

Use My Day for your personal task list and Team Board for a firm-wide kanban view. Drag tasks between columns to update status, track due dates, and log time.

Firm Inbox & AI Assistant

The Firm Inbox is your firm’s dedicated email hub for triaging inbound mail. The AI Assistant helps you look up client data, draft actions, and get answers in natural language — open it from the sidebar anytime.

Workflows

Automate multi-step client processes with workflow templates. Assign templates to clients, track step progress, and manage recurring workflows from the Workflows page.

Documents & Timesheets

Store firm-wide templates and policies in Firm Documents. Log weekly hours on the Timesheet and submit them for manager review.

Dashboard & Reports

Owners and admins can use Dashboard for a real-time firm overview and Reports for staff utilization and hours summaries.

Administration

Owners, admins, and managers can expand Administration in the sidebar to manage Staff, Billing & Timesheets (invoices and timesheet approval), Email Templates, Engagement Templates, Audit Logs (admin only), and the Recycle Bin (admin only). Subscription and plan management are under the profile menu Billing & Usage.

Quick Start Guide

1. Complete your profile — Update your name and contact details from the profile menu
2. Add your first client — Click Clients in the sidebar, then Add Client
3. Create an engagement — Open the client and start work from the Engagements tab, or use Engagements in the sidebar
4. Check My Day — See tasks assigned to you and update progress
5. Explore the Firm Inbox — Review incoming mail and link messages to clients
6. Try the AI Assistant — Ask a question about a client, task, or engagement

Getting Help

• Browse the documentation — Every feature guide is listed on the documentation home page
• Browse Categories — Feature guides are organized by category
• Contact Support — Can’t find an answer? Contact our support team

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Welcome aboard! We’re excited to have you on CPA Buddy.