Purpose-built for tax practices handling returns across jurisdictions. Combine workflow automation, task management, document collection, and team coordination into a system designed for the unique demands of tax season and year-round compliance work.
Manage tax engagements across five major jurisdictions. Workflow templates, AI research, and document collection adapt to each country's requirements.
IRS
CRA
HMRC
ATO
Income Tax Dept
Build tax preparation processes visually and assign them to hundreds of clients. Each return follows the same steps — document request, preparation, review, approval, and client notification — with progress tracked automatically.
Design your tax prep process with drag-and-drop nodes. Each step — from requesting documents to notifying the client — is a visible, trackable part of the workflow.
As staff complete each step, the overall return progress updates automatically. Managers see exactly where every return stands without asking anyone.
Built-in review and approval steps ensure no return goes out without a second set of eyes. Reviewers approve or request rework directly within the workflow.
Send clients a secure link to upload their tax documents. They do not need an account or password. You see what has arrived and what is still missing — then follow up with one click.
Each document request generates a unique, secure URL. Clients click the link, upload their files, and the system tracks completion automatically.
Clients do not need to create an account, remember a password, or install anything. The upload experience is simple enough for any client.
When documents are overdue, send a follow-up email with one click. The system tracks which requests are outstanding so you know exactly who to chase.
Ask the AI assistant about filing deadlines, tax rates, thresholds, and compliance rules. Get jurisdiction-specific answers inline without switching to an external research tool or opening a browser tab.
Query US filing deadlines, Form 1040/1120 rules, and state-specific requirements. Answers are grounded in verified reference data, not freeform generation.
Ask about Canadian filing deadlines, T1/T2 rules, and CRA compliance requirements. The assistant returns specific dates and rules without external lookups.
Check which forms are needed, who must file, and when returns are due — across jurisdictions. Staff stay focused on preparation instead of research.
See how tax practices use CPA Buddy to handle the situations that actually come up during filing season and year-round compliance work.
300+ individual returns to track during filing season. Spreadsheets cannot show which returns have documents, which are in prep, which are in review, and which are filed.
A workflow template creates all tasks automatically per client — document request, preparation, review, approval, and client notification. Each return is its own tracked engagement with visible progress.
Every return is tracked from document request to filing. Nothing is missed because each client has a visible status. Staff know exactly what to work on next.
Year-end for 50 corporate clients requires coordinating financial statements, tax workpapers, and source documents across entities. Items get lost between email threads and shared drives.
Each entity gets its own engagement with a document request for the required items and a review workflow. Staff see outstanding items per entity on one screen.
Organized by entity with nothing falling between the cracks. Every document request is tracked and every review step is recorded.
The firm handles personal, corporate, trust, and sales tax returns for the same clients. Tracking which services are done for which client across spreadsheets is error-prone.
Each service is a separate engagement under the same client record with its own workflow, task set, and document requests. The client profile shows all active engagements at a glance.
One client record, multiple organized service streams. Staff see the full picture per client and per service without confusion.
Beyond the core tax features, CPA Buddy includes everything your practice needs to stay organized through tax season and year-round compliance work.
Route completed returns through a review step before filing. Preparers submit, reviewers check, and the system tracks every status change for quality control.
Collect tax documents from clients through secure token-based links. Track the request lifecycle from Pending through Complete and flag overdue submissions.
Ask the AI assistant about filing deadlines, tax rates, thresholds, and compliance rules for Canadian and US jurisdictions without leaving the platform.
Build tax preparation workflows visually with task creation, document requests, review gates, and client notifications. Assign to hundreds of clients at scale.
Start each season with key filing deadlines pre-loaded for your jurisdictions. Automated multi-step reminders escalate as deadlines approach.
Give clients visibility into their return status, outstanding document requests, and upcoming deadlines through a secure portal view.
CPA Buddy is a full practice management platform, but it has strong capabilities for tax practices: workflow templates for tax return preparation, secure document collection from clients without logins, AI-powered tax research for US and Canadian jurisdictions, and built-in review and approval workflows.
The platform supports firms serving clients in the US, Canada, UK, Australia, and India. The AI assistant answers tax questions for CRA and IRS jurisdictions specifically. Workflow templates can be customized for any jurisdiction.
Use document requests, which can be triggered manually or as part of a workflow. Each request generates a secure upload link that clients access without needing an account. You track the status of each request (Pending, Partial, Complete, Expired) from your dashboard.
Yes. CPA Buddy handles any type of engagement — tax returns, bookkeeping, advisory, audit, and compliance work. The same workflow, task, and document management tools apply to year-round services, not just tax season.
CPA Buddy features are designed to work together. Explore related capabilities that complement tax practice management.
From document collection to final review, every return tracked and nothing missed. Start your 30-day free trial and see how CPA Buddy handles tax season.
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