CPA Buddy is built to be the centre of your firm. QuickBooks Online already syncs in. Xero, Zoho Books, Google Drive, OneDrive, Gmail, and Outlook are next, so the work in your other tools shows up in your HQ.
Keep your tax preparation, filing, and bookkeeping software. CPA Buddy runs the firm around it.
Available on every plan right now.
Bookkeeping
Connect QuickBooks Online and sync your clients straight into CPA Buddy, with no file export.
Learn moreSign-in
Your team signs in with their Gmail or Google Workspace account.
Sign-in
Your team signs in with their Outlook or Microsoft 365 account.
Data import
Upload a .csv or .xlsx client list from any system, map the columns, and import with duplicate detection.
Learn moreFirm inbox
Every firm gets its own email address, and client emails are matched to the right client automatically.
Learn moreIn development now. Not available yet.
Sync your Xero clients into CPA Buddy, the same way QuickBooks Online works today.
Sync your Zoho Books clients into CPA Buddy.
Keep client documents in sync between CPA Buddy and Google Drive.
Keep client documents in sync between CPA Buddy and OneDrive.
Connect your firm’s Google Workspace mailboxes so client email flows into the shared firm inbox.
Connect your firm’s Microsoft 365 mailboxes so client email flows into the shared firm inbox.
We are planning connections to tax preparation and e-filing software. Tell us which tools your firm uses.
Tell us what your firm uses. Requests shape what we build next.
Request an integration