# CPA Buddy
> AI-first accounting practice management software for CPAs and accounting firms worldwide

## Company
- Name: CPA Buddy
- Headquarters: Calgary, AB, Canada
- Contact: Hello@CPABuddyAI.com
- Website: https://cpabuddyai.com

## Target Audience
- CPA firms and accounting practices worldwide
- Solo practitioners
- Small to medium accounting firms
- Bookkeeping firms
- Tax practices across all jurisdictions

## Pricing
Prices shown in USD and CAD. Currency is auto-detected by region or selectable on the pricing page.

- Solo: $24 USD / $34 CAD per month ($240 USD / $340 CAD billed annually) — 1 seat, up to 100 clients
- All plans include iPhone, iPad, and Android apps at no extra cost
- Team: $89 USD / $119 CAD per month ($890 USD / $1,190 CAD billed annually) — 3 seats included, unlimited clients
- Firm: $179 USD / $249 CAD per month ($1,790 USD / $2,490 CAD billed annually) — 6 seats included, unlimited clients
- Enterprise: Custom pricing — 25+ seats, unlimited clients, dedicated account manager
- Additional seats (Firm plan): $35 USD / $45 CAD per seat per month ($350 USD / $450 CAD billed annually)
- Annual billing includes 2 months free (about 17% off)
- All plans include a 30-day free trial with no credit card required
- 30-day money-back guarantee on paid subscriptions; annual plans refunded pro-rata for unused full months after that

## Key Pages
- Homepage: https://cpabuddyai.com/
- Pricing: https://cpabuddyai.com/pricing/
- Contact: https://cpabuddyai.com/contact/
- Sign Up: https://app.cpabuddy.ai/signup-firm
- Documentation: https://cpabuddyai.com/docs/
- Blog: https://cpabuddyai.com/blog/

## Features
- AI Assistant: https://cpabuddyai.com/features/ai-assistant/
- Client Management: https://cpabuddyai.com/features/client-management/
- Workflow Automation: https://cpabuddyai.com/features/workflow-automation/
- Task Management: https://cpabuddyai.com/features/task-management/
- Inbox & Email: https://cpabuddyai.com/features/inbox-email/
- Document Management: https://cpabuddyai.com/features/document-management/
- Engagement Management: https://cpabuddyai.com/features/engagement-management/
- Engagement Letters: https://cpabuddyai.com/features/engagement-letters/
- Timesheets & Billing: https://cpabuddyai.com/features/timesheets-and-billing/
- Reports & Analytics: https://cpabuddyai.com/features/reports-analytics/
- Team Management: https://cpabuddyai.com/features/team-management/
- Data Import & Migration: https://cpabuddyai.com/features/data-import/
- Security & Compliance: https://cpabuddyai.com/features/security-compliance/
- Tax Practice Management: https://cpabuddyai.com/features/tax-practice-management/
- Mobile Apps: https://cpabuddyai.com/features/mobile-apps/

## Documentation
Step-by-step product documentation for CPA Buddy, grouped by category.

### Getting Started
- Welcome to CPA Buddy: https://cpabuddyai.com/docs/welcome/
- Using In-App Help: https://cpabuddyai.com/docs/using-help-center/

### Features
- Your Dashboard: https://cpabuddyai.com/docs/your-dashboard/
- Managing Clients: https://cpabuddyai.com/docs/managing-clients/
- Managing Engagements: https://cpabuddyai.com/docs/managing-engagements/
- Managing Your Tasks: https://cpabuddyai.com/docs/managing-tasks/
- Using Workflows: https://cpabuddyai.com/docs/using-workflows/
- Using the Firm Inbox: https://cpabuddyai.com/docs/using-the-inbox/
- Managing Firm Documents: https://cpabuddyai.com/docs/managing-documents/
- Using Timesheets: https://cpabuddyai.com/docs/using-timesheets/
- Viewing Reports: https://cpabuddyai.com/docs/viewing-reports/
- Using the AI Assistant: https://cpabuddyai.com/docs/using-the-ai-assistant/

### Account & Billing
- Managing Staff: https://cpabuddyai.com/docs/managing-staff/
- Billing & Subscriptions: https://cpabuddyai.com/docs/billing-and-subscriptions/

### Troubleshooting
- Common Issues & Solutions: https://cpabuddyai.com/docs/common-issues/