CPA Buddy

CPA Buddy is a mobile practice management platform built specifically for CPA firms and accounting professionals.

Manage your entire practice from anywhere — track client engagements, assign and complete tasks, manage deadlines, communicate with your team, and keep all documents organized in one secure place.

KEY FEATURES

Client Management
• Centralized client profiles with contacts and status
• Track all engagements and history per client
• Quick access to linked tasks, emails, and documents

Engagement & Task Management
• Create and manage engagements by client
• Assign tasks with priorities, due dates, and owners
• Track task dependencies and progress in real time
• Built-in deadline reminders so nothing slips

Email Integration
• Link incoming and outgoing emails to clients and engagements
• Triage your inbox — Unprocessed, Active, Processed
• Reply, forward, and compose emails directly in-app
• Full email thread history per engagement

Document Management
• Upload, preview, and share client documents securely
• Organize documents by engagement
• Version history and document actions

Team Collaboration
• Assign tasks to staff members
• Tag team members on emails
• Real-time status updates across the firm

WHO IT'S FOR
CPA Buddy is built for solo practitioners, small CPA firms, and growing accounting teams who want a professional, mobile-first tool to manage client work without switching between multiple apps.

Whether you're filing tax returns, managing audits, or handling bookkeeping engagements — CPA Buddy keeps your firm organized, compliant, and efficient.