Stop clicking through menus. Ask your AI assistant in plain language to look up client details, check engagement status, answer tax questions, or navigate the platform — and get accurate, context-aware answers instantly.
Six areas cover everything from tax research to email composition. Ask anything naturally and the assistant figures out where to look.
CRA and IRS deadlines, rates, and compliance rules
Look up contacts, engagement status, and history
Check progress on active workflows and steps
Find blocked, overdue, or assigned tasks instantly
Step-by-step guidance on any CPA Buddy feature
Draft emails, check threads, and compose messages
No menus to memorize, no syntax to learn. Describe what you need in everyday language and the assistant finds the answer. Whether it is a client lookup, a tax question, or a workflow status check, the experience is always the same: type, get results.
Ask questions the way you would talk to a colleague. "What engagements are overdue for Smith Corp?" returns the exact data you need without navigating to a single screen.
There are no special commands, operators, or query languages. The assistant understands natural language and maps your question to the right action automatically.
Responses arrive in seconds with structured data — not walls of text. Client details, engagement status, and tax answers are formatted for quick scanning.
Every message you send is analyzed and routed to the right handler. The assistant does not generate freeform answers — it queries your actual firm data and returns structured, accurate results.
Tax research, client data, workflow status, task queries, platform help, communication, documentation, and general — each handled by dedicated logic that returns structured results.
You never choose a category. The assistant classifies your message and routes it to the correct handler behind the scenes. Ask anything and it figures out where to look.
Responses come back as formatted cards with relevant data — not paragraphs of text. Engagement status, contact details, and tax answers are all scannable at a glance.
Your team answers tax questions every day — filing deadlines, rate thresholds, compliance rules. Instead of opening the CRA or IRS website, ask the assistant and get a jurisdiction-specific answer inline. No context switching, no searching through external sites.
IRS deadlines, Form 1040/1120 rules, state filing requirements, and federal compliance thresholds. Multi-state questions are handled with clear jurisdiction context.
CRA filing deadlines, T1/T2/T3 rules, GST/HST thresholds, and compliance requirements. Answers reference the correct tax year and jurisdiction.
Ask about any deadline — personal, corporate, trust, or extension — and get the exact date with any applicable conditions or exceptions noted.
See how accounting firms use the CPA Buddy AI assistant to handle situations that come up every day — without switching tools or breaking focus.
A client is on hold and your staff digs through multiple systems — CRM, email, spreadsheets — to find the engagement status. The client waits, and the team looks unprepared.
The staff member opens the AI assistant and asks "What's the status of Johnson's corporate return?" The assistant finds the engagement, checks the workflow, and returns the current status and assignee in seconds.
The answer arrives in seconds. The client gets a clear, confident response and hangs up impressed. No follow-up call needed, no tools to switch between.
A preparer is working on a corporate return and needs to confirm the filing extension deadline. Searching the CRA or IRS website breaks concentration and wastes minutes.
The preparer types "When is the corporate extension deadline?" into the AI assistant. The assistant recognizes a tax research question and returns the accurate deadline with jurisdiction context.
The preparer gets the accurate answer inline without switching context. The return stays open, focus stays intact, and the deadline is confirmed in under 10 seconds.
A manager wants to know how the team is progressing without running reports, opening dashboards, or asking each person individually. The day is almost over and decisions need to be quick.
The manager asks the AI assistant "What tasks are blocked today?" The assistant queries the task system and returns a summary of blocked items across the team, grouped by assignee.
The manager gets an instant summary with clear action items. Blocked work is identified and reassigned before the end of day. No reports, no meetings, no dashboard navigation.
Beyond the core conversational features, the AI assistant includes specialized capabilities that make every team member more productive.
Not sure how a feature works? Ask the assistant for step-by-step guidance on any part of CPA Buddy and get clear explanations without opening a help center.
Query client details, contact information, engagement status, and communication history through natural language instead of navigating to each section manually.
Draft and refine client emails with AI assistance — set the right tone, length, and content for professional communications every time.
Every query is enriched with your current firm, client, and staff context. The assistant knows whose data to check without you specifying filters or scopes.
Every authenticated staff member in your firm has access to the AI assistant. It respects existing role-based permissions so users only query data they are authorized to see.
The assistant enforces the same access controls as the rest of the platform. Staff see their assignments, managers see team data, and admins see everything.
The AI assistant handles client lookups, engagement status checks, tax research for Canadian and US jurisdictions, platform navigation help, and task queries — all through natural language. It understands your firm context so answers are specific to your clients and team.
It supplements them for common queries. The assistant answers questions about filing deadlines, tax rates, thresholds, and basic compliance rules for CRA and IRS jurisdictions. For complex research, you would still use specialized tax research platforms.
Yes. All authenticated staff members in your firm have access to the AI assistant. It respects your existing role-based permissions, so users can only query data they are authorized to see.
The assistant uses structured intent recognition and routes queries to specific handlers rather than generating freeform answers. This means responses are grounded in your actual firm data and verified tax reference information, not hallucinated content.
CPA Buddy features are designed to work together. Explore related capabilities that complement the AI assistant.
Join accounting firms using conversational AI to cut through complexity and get answers in seconds. Start your 30-day free trial today.
30-day free trial. No credit card required. Cancel anytime.
