CPA and accounting firms
Audit and tax workflow platforms, client portals, and firm dashboards designed with your partners and staff rather than imposed on them. Fixed price. Unlimited users. The firm owns the code.
Different firms, the same four problems. Off-the-shelf practice management solves some of them and creates the fourth.
A master spreadsheet, a practice management tool half the firm uses, and the partner who remembers. None of them agree in March.
A reviewer's comment goes into a thread, the preparer replies from their phone, and nobody can prove it was cleared before the report went out.
Staff spend busy season asking "did you get my W-2" and re-filing attachments into the right client and year.
Admin staff, seasonal preparers, and partners who only want a dashboard are left off the licence, so the system is never the whole picture.
Most firms start with one service line and extend the same platform across the practice.
Client acceptance through archive: planning, fieldwork checklists, review sign-offs, representation letters via DocuSign, and a locked audit trail.
Audit workflow softwareOrganizer and document intake, preparer capacity, multi-level review, e-signature on 8879s, and a deadline board for federal, state, and extensions.
Tax workflow softwareDocument upload that files itself, missing-items view, e-signature, and engagement status the client can see without calling.
Client portalsOne screen across every service line and office, with time synced to QuickBooks and documents synced to SmartVault or your document system.
Dashboards and reportingIn production
A multi-office CPA firm was running HOA audit and tax engagements across spreadsheets, email, and disconnected tools, with no firm-wide view of deadlines and documents handled by hand.
We built the engagement platform they now run the practice on. Full write-up on the work page.
For a small firm with a standard practice, Karbon, Canopy, or TaxDome is usually the right call and we will say so. Custom pays off when the process is specific, per-seat pricing has become a tax on headcount, or the firm wants to own the asset.
We wrote the comparison so you can decide before you call. How engagements work is on the engagements page.
Twenty minutes on how an audit or a return moves through your firm today is enough for a rough scope and a price range.
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