OfficeHQ AI is now CPA Buddy
Give clients 24/7 secure access to their documents, communication, and service requests. White-labeled client portal that strengthens your brand.
Modern, professional self-service portal shows clients you invest in technology.
Clients upload documents, submit requests, and access information themselves. Cut routine admin tasks by 50%.
Fully white-labeled with your logo, colors, and domain.
Clients access documents and information on their schedule, from any time zone.
Clients upload and download documents through encrypted connections.
Secure messaging keeps communication organized and attached to the right client.
Clients submit service requests through structured forms.
Clients view invoices, payment history, and outstanding balances.
Perfect experience on any device — desktop, tablet, or smartphone.
Configure your logo, colors, domain, and email templates.
Clients upload tax documents directly to their portal.
Recurring clients upload receipts and invoices monthly.
Share reports, analyses, and recommendations through the portal.
Securely deliver completed financial statements and tax returns.
Provide the modern, convenient experience your clients expect while reducing your administrative burden.