OfficeHQ AI is now CPA Buddy
Streamline repetitive tasks and standardize processes across your firm. Our intelligent workflow automation helps accounting practices work faster, reduce errors, and scale efficiently.
Automate routine tasks like status updates, reminders, document requests, and client notifications.
Create workflow templates for common engagements. Ensure consistent, high-quality service delivery across your entire team.
Eliminate human error from repetitive tasks. Automated workflows follow the same steps every time.
Handle more clients without proportionally increasing staff. Automation scales with your practice growth.
Design custom workflows with an intuitive drag-and-drop builder. No coding required.
Automatically assign tasks based on team capacity, expertise, or round-robin distribution.
Set up automatic reminders for clients and team members. Never chase documents or miss deadlines again.
Create branching workflows that adapt based on client type, service line, or custom conditions.
Pre-built workflows for common tax engagements — personal, corporate, sales tax, and more — adaptable to any jurisdiction.
Trigger workflows from external events — new client signups, document uploads, form submissions, or calendar events.
Automate client document collection, review cycles, and filing reminders across all tax types.
Standardize new client intake with automated welcome emails, document requests, and engagement letter workflows.
Set up recurring workflows for monthly bookkeeping clients. Automatic reminders and standardized checklists.
Never miss regulatory deadlines with automated tracking and multi-step reminder sequences across jurisdictions.
Join forward-thinking accounting firms using workflow automation to increase efficiency and profitability.