Every client detail, contact, engagement, email, and document in one searchable hub. Stop juggling spreadsheets and disconnected tools — give your entire team instant access to complete client context.
Five dedicated client types designed for the way accounting firms actually work. Each type carries the right fields and workflow associations for its service line.
Personal tax, advisory, and estate planning clients
Corporations, LLCs, partnerships, and sole proprietorships
Trust administration and fiduciary accounting clients
Estate planning, settlement, and probate engagements
Tax-exempt organizations and charitable foundations
Whether your firm has 20 clients or 2,000, the searchable directory puts the right record at your fingertips. Filter by status, country, or client type to narrow results instantly.
Start typing a name and results filter in real time. No waiting for page loads or scanning through alphabetical lists.
Filter by active/inactive status, country, and client type. Combine filters to find exactly the segment you need.
Each result shows the client type, status, and key contact at a glance — enough to confirm you have the right record before clicking in.
Each client record organizes contacts, engagements, email history, documents, and workflows into clear tabs. Switch between context without losing your place or opening new windows.
Contacts, Engagements, Emails, Documents, and Workflows — each tab shows exactly what you need for that aspect of the client relationship.
Store the CEO, CFO, bookkeeper, and office manager all under one client. Each contact has their own details and communication history.
See every active and completed engagement directly on the client profile. Click into any engagement to see its tasks, budget, and progress.
When a client emails your firm, CPA Buddy matches the sender address to the right client record automatically. The email appears on their profile without anyone lifting a finger. Complete communication history builds itself over time.
The system matches inbound emails to client contacts by email address. No rules to configure, no manual tagging required.
Every email thread with a client is visible on their record, regardless of which staff member sent or received it.
The email tab shows the complete conversation history. Any team member can see what was communicated and when.
See how accounting firms use CPA Buddy client management to handle the situations that actually come up during the workday.
A client phones with a question about their return. The preparer scrambles between email, a shared drive, and a spreadsheet to find what was filed last year, what documents came in, and who handled the account.
The preparer types the client name into CPA Buddy and instantly sees every engagement, email, document, and contact on one tabbed screen. The conversation, return status, and outstanding document requests are all visible without switching tools.
The call takes 2 minutes instead of 10. The client gets a clear answer and feels confident their firm is on top of things. No follow-up call needed.
A new preparer starts in February and is immediately assigned 40 client files. They have no history with any client, do not know which documents are outstanding, and cannot find prior-year notes.
Every client record in CPA Buddy contains the full email thread, document history, engagement timeline, and contact details. The new preparer searches for a client and has the same context as someone who has worked with them for years.
The new hire is productive from day one. They handle client questions confidently because the system gives them complete context without asking colleagues to brief them on every file.
A business owner has a corporation, a family trust, and personal returns — three separate entities. Tracking which documents belong to which entity across email folders and filing cabinets leads to missed items and duplicated work.
CPA Buddy stores each entity as a separate client with the correct type (Business, Trust, Individual). Each has its own engagement, workflow, and document set, but the contacts are shared. Staff see the full picture for the owner across all three entities.
Year-end work is organized by entity from the start. Documents land in the right place. No items fall between the cracks because each entity has its own tracked engagement.
Beyond the core features, CPA Buddy client management includes everything your firm needs to stay organized.
Associate clients with engagements and workflows directly from their profile. See every active and completed piece of work at a glance.
Owners and admins see everything. Managers get firm-wide oversight. Staff and contractors see what they need. No per-client configuration needed.
Store multiple contacts per client with individual details. Track the CFO, bookkeeper, and office manager all under one roof.
Give clients secure self-service access to upload documents, view engagement status, and communicate through a branded portal.
Collect structured client data through customizable intake forms — streamline tax document gathering and onboarding.
Every client has their own document space with version history, upload tracking, and organized folder paths.
CPA Buddy supports five client types: Individual, Business, Trust, Estate, and Non-profit. Each type is designed for the specific needs of accounting practices, with appropriate fields and workflow associations.
Yes. Client records are accessible to your entire firm based on role permissions. Owners and admins have full access, managers get broad oversight, and staff see records relevant to their assignments. There is no per-client permission setup required.
When an email arrives at your firm inbox, the system automatically matches the sender address to existing client contacts. The email appears on the corresponding client record so your team always has complete communication history without manual filing.
Client import from CSV and other systems is on our roadmap. Currently, clients are created directly in the platform. Contact our team if you need migration assistance for a large client book.
CPA Buddy features are designed to work together. Explore related capabilities that complement client management.
Stop searching through emails and spreadsheets. Start your 30-day free trial and see every client relationship in one place.
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