OfficeHQ AI is now CPA Buddy
Manage all your client relationships in one centralized platform. Track contacts, communications, engagements, and client history with powerful CRM designed specifically for accounting practices.
Keep all client information, contacts, and engagement details in one secure, searchable location accessible to your entire team.
Log all client interactions, emails, calls, and meetings automatically. Never miss important context or follow-ups.
Organize clients by service type, revenue, industry, or custom criteria. Target communications and manage workflows efficiently.
Track multiple engagements per client, manage deliverables, and monitor progress across your entire portfolio.
Store unlimited contacts per client with roles, permissions, and communication preferences.
Seamlessly connect with your branded client portal. Clients can update their information, reducing administrative work.
Customize your client records with custom fields and tags specific to your practice.
View complete client history at a glance. All communications, documents, invoices, and activities in chronological order.
Assign team members to clients, share notes internally, and ensure everyone has the context they need.
Generate client reports, analyze engagement profitability, track client acquisition costs, and identify growth opportunities.
Keep track of all your clients without spreadsheets. Quick access to client details, deadlines, and communication history.
Coordinate client service across multiple team members. Ensure smooth handoffs and consistent service quality.
Manage seasonal surges with organized client information. Track tax return types, filing deadlines, and client documents across jurisdictions.
Build deeper client relationships with complete engagement history. Track advisory projects and demonstrate value delivered.
Join accounting firms worldwide using CPA Buddy to deliver exceptional client experiences while reducing administrative overhead.