OfficeHQ AI is now CPA Buddy
Store, organize, and share client documents with bank-level security. Purpose-built for accounting firms with regulatory compliance, encryption, and complete audit trails.
AES-256 encryption at rest and in transit. Your client data is protected with the same security standards as major financial institutions.
Meet record-keeping requirements across jurisdictions with automatic retention policies, immutable audit trails, and secure access controls.
Cloud-based storage means secure access from anywhere. Work from home, client sites, or the office.
Go paperless and reclaim office space. Reduce storage costs while improving document accessibility.
Auto-organize documents by client, engagement, tax year, and document type. Find any file in seconds.
Automatic versioning tracks every change. Restore previous versions instantly.
Control who can view, edit, download, or share each document.
Share documents with clients through secure, encrypted links. Set expiration dates and track views.
Collect client signatures electronically with legally binding e-signature workflows.
Upload, download, or move multiple documents at once.
Securely collect income statements, receipts, and tax documents from clients worldwide.
Store all signed engagement letters with easy retrieval.
Organize review and audit working papers with structured folders and team collaboration.
Securely deliver completed tax returns, financial statements, and advisory reports.
Join accounting firms trusting CPA Buddy with their sensitive client documents and regulatory compliance.