Access your full CPA Buddy practice management platform from your iPhone. Look up clients, track engagements, manage tasks, and stay ahead of tax deadlines — whether you are at the office, in a meeting, or on the go.
Everything your firm runs on, designed for iPhone. No feature left behind, no compromises on security.
Step away from your desk without losing access. The CPA Buddy iOS app gives you the same client data, engagement tracking, and task management you rely on at the office — optimized for your iPhone screen.
Push notifications keep you informed about approaching tax deadlines, overdue tasks, and client document submissions. Never miss a critical date because you were away from your computer.
Bank-level AES-256 encryption protects your firm and client data on every device. Role-based permissions carry over from the web platform, so staff only see data they are authorized to access.
The iOS app is included at no extra cost with every CPA Buddy plan — Solo, Starter, Pro, and Enterprise. Download from the App Store and sign in with your existing credentials.
Every client record in your firm is searchable from your phone. Tap a name and see contacts, active engagements, recent emails, uploaded documents, and communication history — the same data you see on the web, formatted for quick mobile scanning.
Find any client by name, email, or company. Results appear as you type, so you get to the right record in seconds even with hundreds of clients.
Contacts, engagements, documents, and email history are all accessible from the client detail screen. No switching between apps or tabs.
Changes sync in real time. Update a note on your phone and it appears on the web platform instantly. Your team always sees the latest information.
Your task board and engagement pipeline travel with you. See what is due today, check team progress, and update statuses without opening a laptop. Real-time sync means your team sees changes instantly.
View tasks by status, assignee, or due date. Update task statuses with a tap, flag blockers, and see the full lifecycle from TODO through review to completion.
Every engagement shows its completion percentage, assigned staff, budget status, and upcoming milestones. Drill into individual tasks directly from the engagement view.
Get notified when tasks are assigned to you, when deadlines approach, when clients upload documents, or when a workflow step needs your attention.
The same conversational AI assistant from the web platform works on your iPhone. Ask tax questions, look up client details, or check workflow status using natural language. Browse and view documents stored in CPA Buddy without downloading files to your device.
Type questions naturally — "What is the T2 filing deadline?" or "Show me overdue tasks for Smith Corp" — and get structured answers instantly, just like on the web.
Browse client documents organized by engagement. View PDFs and common file types directly in the app. Check document request statuses to see who has submitted and who is still outstanding.
Documents are accessed through encrypted connections and never cached on your device without authorization. The same role-based permissions from the web platform apply on mobile.
See how accountants use the CPA Buddy iOS app to stay productive and responsive — even when they are away from the office.
You are heading into a lunch meeting with a client and realize you need to review their engagement status and outstanding tasks. Your laptop is back at the office.
Pull out your iPhone, open CPA Buddy, and search for the client. In seconds you see their active engagements, completion status, assigned staff, and any overdue items.
You walk into the meeting fully prepared, answer every question confidently, and the client never knows you did not prepare at your desk. No follow-up call needed.
It is mid-February and your firm is collecting documents from 200+ clients. You need to know which requests are still outstanding, but you are away from the office visiting a client site.
Open the CPA Buddy app and check document request statuses. Push notifications alert you when clients upload files, and you can see who is overdue at a glance.
You identify the 15 clients who have not submitted documents and ask your team to follow up — all before you get back to the office. No missed deadlines.
A client calls Saturday afternoon with an urgent tax question. You are at home and do not want to drive to the office just to look up their file.
Open CPA Buddy on your iPhone and ask the AI assistant about the relevant tax rule. Then pull up the client record to check their specific engagement details and latest correspondence.
The client gets an accurate answer in minutes. You resolve the issue from your couch, preserve the weekend, and demonstrate the kind of responsiveness that retains clients.
The CPA Buddy iOS app brings the full breadth of practice management capabilities to your iPhone.
Search and browse your full client directory from your iPhone. View contact details, engagement history, linked documents, and communication logs — all formatted for quick mobile scanning.
View your task board, update statuses, and check assignments from anywhere. Mark tasks as complete, flag blockers, and see what your team is working on without opening a laptop.
Check the progress of any engagement in real time. See completion percentages, assigned staff, budget status, and upcoming milestones from a single mobile view.
Browse and view client documents stored in CPA Buddy. Check the status of document requests and see which clients have submitted their files — critical during tax season.
Ask the same AI assistant questions from your phone. Look up client details, research tax rules, or check workflow status using natural language — the full conversational AI experience in your pocket.
Receive real-time alerts for task assignments, deadline reminders, client document uploads, and workflow status changes. Configure which notifications matter most to you.
Yes. The iOS app is included at no additional cost with every CPA Buddy plan. Download it from the App Store and sign in with your existing firm credentials.
The app requires iOS 15.1 or later and runs on all iPhones that support iOS 15.1. It is also compatible with iPod touch and can run on Macs with Apple Silicon (M1 or later).
The iOS app provides mobile-optimized access to your client directory, engagement tracking, task management, document library, and AI assistant. Some administrative functions like workflow design and firm settings are best handled on the web platform.
Absolutely. The iOS app uses the same bank-level AES-256 encryption as the web platform. All data is transmitted over encrypted connections, and the same role-based permissions apply — staff only see data they are authorized to access.
The iOS app is available now. An Android version is on our roadmap. In the meantime, the web platform is fully responsive and works well in mobile browsers on any device.
The iOS app gives you mobile access to these CPA Buddy features and more.
Download the free CPA Buddy iOS app and manage your accounting practice from anywhere. All plans included, no extra cost.
Free with every plan. No credit card required for trial. Cancel anytime.
