CPA Buddy is the HQ for US CPA, accounting, bookkeeping, and tax firms: client deadlines, 1040 and business return workflows, document requests, client email, and billing in one place, with US data residency and pricing in US dollars. It works alongside the tax and bookkeeping software you already use.
30-day free trial, no credit card. Prices in US dollars.
Choose US data residency, with access limited by role and a firm-wide audit trail of user activity: two of the controls the FTC Safeguards Rule expects of tax preparers.
Security and data residencyBuild one individual return workflow, with the document request, preparation task, review, and sign-off, and assign it to every 1040 client at once.
Workflow automationSend one secure request for every form a client owes you. Clients upload without an account, and you see exactly what is still missing.
Document collectionTrack 1065, 1120-S, and 1120 work as engagements with due dates, move the date when you file an extension, and your team gets automatic due-date reminders.
Deadline trackingWeekly timesheets with manager approval, invoices with a configurable sales tax line, a secure client link for each invoice, and automatic receipts when invoices are settled.
Timesheets and billingThe AI assistant answers common questions about IRS deadlines, thresholds, and state rules, as a starting point to confirm before anything reaches a client.
AI assistantMost small US firms run the same filing work every year. Set each one up once as a recurring workflow, assign it to the clients it applies to, and each period’s work is created on schedule. State returns vary, so add them per client.
A pre-loaded tax calendar is coming soon. Today, you set these up as engagements with due dates and CPA Buddy sends your team automatic due-date reminders. Confirm dates with the IRS each year: a deadline that falls on a weekend or legal holiday moves to the next business day.
Every plan includes the full feature set. Plans differ by seats, client limits, and AI usage.
For solo practitioners
$24 USD/mo
Includes 1 seat
For growing teams
$89 USD/mo
Includes 3 seats
For established firms
$179 USD/mo
Includes 6 seats
Annual billing charges 10 months for 12. Compare every plan.
Yes. CPA Buddy offers data residency in the USA and Canada, so a US firm can keep client information in the United States, alongside role-based access and a firm-wide audit trail.
Solo is $24 USD a month, Team is $89 USD a month, Firm is $179 USD a month. Annual billing charges 10 months for 12, and every plan starts with a 30-day free trial with no credit card.
No. Keep the tax preparation and e-file software you use today. CPA Buddy runs the firm around it: clients, deadlines, document requests, client email, engagement letters, and billing.
No software does that on its own. CPA Buddy supports controls the rule expects, including access limited by role and a log of user activity. The rule also requires things only your firm can do, such as a written information security program, a qualified individual to oversee it, staff training, and multi-factor authentication.
Yes, as engagements with their own due dates. State rules differ, so you add the state work each client needs and CPA Buddy reminds your team as due dates approach. The AI assistant answers common questions about state requirements as a starting point.
Serving clients on both sides of the border? See CPA Buddy for Canadian firms.
Import your client list from QuickBooks Online, CSV, or Excel and see your own firm in CPA Buddy before you pay anything.
