Powerful Features for CPA Firms

Streamline your client collaboration with our comprehensive platform

Custom Financial Tools

Create specialized calculators, worksheets, and tools tailored to your clients' specific financial needs.

Interactive Reports

Generate dynamic financial reports with interactive visualizations for better client insights.

Smart Reminders

Set up automated reminders for tax deadlines, document submissions, and important meetings.

Branded Client Portal

Create a seamless extension of your firm with a custom-branded client portal.

Your clients access their financial information through a dedicated portal that features your firm's branding, logo, and colors. This creates a consistent experience that reinforces your professional identity.

  • Custom subdomain (yourfirm.cpafirmclients.com)
  • Your logo and brand colors throughout
  • Personalized welcome emails and notifications
  • Custom welcome message and resources
A
Acme Accounting & Tax Portal

Welcome back, Sarah!

Last login: March 15, 2025 at 10:35 AM

Tax Documents

3 pending uploads

Financial Tools

5 tools available

Financial Tools Builder

Create custom financial tools without any coding knowledge.

Our intuitive drag-and-drop interface allows you to build specialized calculators, worksheets, and other financial tools tailored to your clients' specific needs. From tax estimation to retirement planning, you can create tools for every financial scenario.

  • Drag-and-drop tool builder
  • Built-in formula library
  • Tool templates for common scenarios
  • Custom validation rules
Tax Estimation Calculator
$
$
$
Estimated Tax:
$12,750

Interactive Financial Reports

Transform complex financial data into clear, interactive visualizations.

Create custom reports with interactive charts and graphs that help your clients understand their financial situation at a glance. Drill-down capabilities allow them to explore the details behind the numbers.

  • Multiple visualization types (bar, line, pie, area)
  • Interactive filters and sorting
  • Drill-down capabilities for detailed analysis
  • Export to PDF, Excel, or CSV
Monthly Expense Breakdown
$24,680

Total Expenses

$8,750

Highest Category

+12%

YoY Change

Smart Reminder System

Never miss an important deadline again.

Our intelligent reminder system ensures that both you and your clients stay on top of important deadlines and tasks. Set up automated reminders for tax filing deadlines, document submissions, quarterly reviews, and more.

  • Customizable reminder templates
  • Multi-channel notifications (email, SMS, in-app)
  • Recurring reminders (monthly, quarterly, annually)
  • Reminder tracking and acknowledgment
Upcoming Deadlines
  • Quarterly Tax Payment

    April 15, 2025

    5 days left
  • Submit Expense Reports

    April 30, 2025

    20 days left
  • Annual Financial Review

    May 15, 2025

    35 days left
  • Update Business Information

    June 1, 2025

    52 days left

Enterprise-Grade Security

Your clients' financial data is protected with the highest standards of security.

End-to-End Encryption

All data is encrypted in transit and at rest using AES-256 encryption.

SOC 2 Compliance

Our platform adheres to SOC 2 Type II compliance standards for security and privacy.

Role-Based Access

Granular permissions ensure users can only access the data they need.

Multi-Factor Auth

Optional two-factor authentication adds an extra layer of security to accounts.

Seamless Integrations

Connect with the tools you already use in your practice.

QuickBooks
Xero
DocuSign
Asana
Gmail
Google Calendar
Microsoft 365
And More

Ready to transform your CPA practice?

Start your 14-day free trial today. No credit card required.

Get Started Contact Sales