Design multi-step processes visually, automate task creation and document requests, and track progress in real time. Build workflows once, assign them to hundreds of clients, and never worry about steps being missed.
Every building block you need to model real accounting processes. Drag nodes onto the canvas, connect them, and your workflow is ready to run.
Entry point that kicks off every workflow
Automatically creates a new client engagement
Assigns staff members to the engagement
Branches the flow based on rules you define
Creates an actionable task for a team member
Pauses workflow until a reviewer approves
Delays execution for a specified duration
Sends a secure upload link to the client
Sends an automated email from a template
Triggers an external system via HTTP call
Pushes an in-app alert to selected users
Build complex multi-step processes on an interactive canvas powered by React Flow. Drag nodes, draw connections, and see the entire process at a glance — no code, no configuration files, no IT department required.
A full visual canvas where you place, arrange, and connect nodes by dragging. Zoom, pan, and organize your workflow exactly the way your process works.
Draw lines between nodes to define the sequence. The system validates connections so you cannot create broken flows — if a connection is not valid, the editor tells you why.
Every workflow is built entirely through the visual interface. There are no scripts, configuration files, or code snippets to write. If your office manager can draw a flowchart, they can build a workflow.
Start from platform-provided global templates, customize them into firm-level templates that match your exact processes, then assign to individual clients. Each client gets an independent workflow instance with full progress tracking.
Platform-provided starting points for common accounting processes. Copy them into your firm and customize freely — rename steps, add conditions, restructure the flow.
Your firm templates are fully independent after copying. Adjust them to match your specific service lines, staffing model, and client communication preferences.
When you assign a template to a client, the system creates an independent copy. Each client workflow tracks its own progress without affecting the template or other clients.
Other tools make you chase documents outside the process. CPA Buddy embeds document requests directly into workflows as a native node type. Clients receive a secure upload link, submit their files, and the workflow advances automatically.
When the workflow reaches a Document Request node, the system generates a secure upload link and sends it to the client automatically. No manual follow-up needed to get the process started.
Clients click the token-based link, upload their files, and they are done. No account creation, no password resets, no portal training — just a simple link that works.
Track every request through Pending, Partial, Complete, and Expired states. The workflow knows when documents arrive and can advance to the next step automatically.
See how accounting firms use CPA Buddy workflow automation to eliminate repetitive setup and enforce consistent processes.
The firm manually creates tasks, sends emails, and tracks document requests for 200+ individual tax clients. Staff spend hours at the start of every season just setting up work that follows the same pattern every year.
A single workflow template handles the entire sequence — create the engagement, assign staff, request source documents, create prep and review tasks, and notify the client. Assign the template once and it executes for every client automatically.
Hours of repetitive setup reduced to minutes. Every client gets the same consistent onboarding process, and nothing is missed because the workflow enforces every step.
Every new client should receive a welcome email, an engagement letter, a document request, and a staff assignment. But steps get skipped depending on who handles the intake, leading to inconsistent first impressions.
An onboarding workflow template chains together engagement creation, document requests, a welcome email node, and a task for the assigned accountant. Trigger it for every new client and the process runs identically every time.
Every client gets the same professional onboarding experience. Partners no longer need to check whether steps were missed — the workflow guarantees completion.
The bookkeeper has a mental checklist for each client — bank reconciliation, journal entries, financial statements, manager review. Some months, steps are forgotten or a client is accidentally skipped.
A bookkeeping workflow template defines every step: reconciliation task, journal entry task, statement prep, and a review approval gate. Assign it to each bookkeeping client for consistent, tracked delivery.
Consistent delivery every month. The manager sees real-time progress for every client and can spot missed steps before month-end close.
Beyond the visual designer and templates, CPA Buddy workflow automation includes powerful capabilities to handle any process your firm needs.
Create workflows that adapt based on client type, service line, or custom conditions. A single template handles different paths for individuals, businesses, and trusts without duplication.
Trigger external systems directly from your workflow. Push data to your CRM, accounting software, or custom integrations when a workflow reaches a specific step — no middleware required.
Skip steps that are not applicable to a specific client or reassign a step to a different team member mid-process. Workflows stay flexible even after they are running.
As staff complete, skip, or block steps, the overall workflow progress updates live. Managers see all active workflows and their completion status from a single view.
Start with ready-made workflow templates for common tax engagements — personal, corporate, and trust returns — customized for your jurisdiction and firm processes.
Set workflows to launch automatically on a schedule — monthly for bookkeeping clients, annually for tax returns, quarterly for compliance reviews.
No. The visual designer uses drag-and-drop nodes on a canvas powered by React Flow. You connect nodes visually to define your process. No code, scripts, or configuration files are required.
Two capabilities set CPA Buddy apart: webhook integration steps that trigger external systems directly from a workflow, and document request steps that collect files from clients as part of the automated process. No other practice management tool offers both of these as built-in workflow nodes.
Yes. Global templates are starting points. You copy them into firm-level templates and customize them freely — rename steps, add conditions, change assignments, or restructure the flow entirely. Each firm template is independent after copying.
When a template is assigned to a client, each node becomes a concrete execution step with its own status. As staff complete, skip, or block steps, the overall workflow progress updates in real time. Managers can see all active workflows and their completion status from a single view.
CPA Buddy features are designed to work together. Explore related capabilities that complement workflow automation.
Build your first workflow in minutes with our visual designer. Start your 30-day free trial and see how automation transforms your practice.
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