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.