Protect client data and prove what happened. CPA Buddy gives you a firm-wide audit trail, role-based access controls, a recycle bin with safe retention windows, and data residency in the USA and Canada.
A firm-wide audit log records meaningful actions across the platform, each with the staff member responsible, a plain-language summary, and a timestamp. Filter by date and category to find what you need in seconds.
A recycle bin keeps deleted documents and emails recoverable for a safe window — so an accidental delete is an inconvenience, not a disaster.
Deleted documents are recoverable for 30 days before permanent removal.
Deleted emails are recoverable for 60 days, grouped by conversation.
Administrators can restore items in a click — or permanently delete them immediately when required.
Security is woven through CPA Buddy, not added as an afterthought.
A searchable log captures actions across staff, clients, engagements, tasks, documents, workflows, billing, integrations, imports, engagement letters, and invoices — each with the actor, a summary, and a timestamp.
Narrow audit logs by date range and category to find exactly what you are looking for during a review, investigation, or quality check.
Deleted documents are kept for 30 days before permanent removal. Restore them in a click, or permanently delete immediately — admin controlled.
Deleted emails are recoverable for 60 days, grouped by conversation, with a clear auto-delete countdown so nothing disappears unexpectedly.
The firm owner account cannot be deactivated, deleted, or role-changed, eliminating a common path to accidental lockout.
Staff email addresses cannot be changed after creation, keeping identity and audit history consistent and trustworthy.
Audit logs capture meaningful actions across the platform — including staff changes, client and engagement updates, task activity, document access, workflow events, billing and invoice changes, integrations, imports, and engagement letter activity. Each entry records the actor, a summary of what happened, and a timestamp, and can be filtered by date and category.
Deleted documents are retained for 30 days and deleted emails for 60 days before permanent removal. During that window you can restore them with a click. Administrators can also permanently delete items immediately when required.
Permissions are tied to roles. Owners and admins manage the firm and see firm-wide reports and settings; managers get broader visibility; staff focus on their assigned work. This ensures sensitive areas are only reachable by the people responsible for them.
CPA Buddy offers data residency in the USA and Canada, allowing firms to keep client data within the jurisdiction they require to meet client and regulatory expectations.
Security and compliance reach across every part of CPA Buddy.
Get an audit trail, role-based access, and safe data recovery from day one. Start your 30-day free trial today.
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