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OfficeHQ AI is now CPA Buddy

Tax Practice Management Software for Accounting Firms

Purpose-built for tax practices worldwide. Track deadlines across jurisdictions — IRS, CRA, HMRC, ATO, and more. Automate reminders, manage tax workflows, and ensure regulatory compliance.

Key Benefits

Never Miss a Tax Deadline

Automated deadline tracking across jurisdictions. Multi-step reminder sequences for every tax type.

Survive Tax Season

Purpose-built workflows help you handle peak season volume efficiently and confidently.

Multi-Jurisdiction Compliance

Built-in support for tax authorities worldwide — IRS, CRA, HMRC, ATO, and regional authorities.

Year-Round Revenue

Manage tax planning, quarterly filings, sales tax, VAT/GST, and periodic reminders.

Features

Global Tax Calendar

Pre-loaded with key tax deadlines across the US, Canada, UK, Australia, and more. Fully customizable for your jurisdiction.

Multi-Step Reminders

Configure reminder sequences for each tax type. Escalate as deadlines approach.

Tax Workflow Templates

Pre-built workflows for personal tax, corporate tax, trust returns, sales tax, VAT/GST, and more.

Document Checklists

Custom checklists for each return type. Track document collection progress.

Extension Management

Track filed extensions and adjusted deadlines across jurisdictions.

Client Tax Dashboard

Clients see their tax deadlines, outstanding documents, and return status.

Use Cases

Personal Tax Practice

Manage hundreds of individual tax returns with automated document collection — 1040s, T1s, SA100s, and more.

Corporate Tax Returns

Track corporate tax deadlines and manage year-end requests across entities and jurisdictions.

Sales Tax & VAT/GST Filing

Automate quarterly or monthly reminders for sales tax, VAT, and GST obligations.

Multi-Service Tax Firms

Manage personal, corporate, trust, and indirect tax for the same clients — all in one place.

Master Your Tax Practice

Join tax practices worldwide using CPA Buddy to deliver exceptional service during tax season and beyond.