Track every return, engagement and review from client intake to signed and billed.
CPA firms carry hundreds of client engagements with fixed deadlines and a chain of preparer, reviewer and partner. Organisers, workpapers, time and invoices usually sit in separate tools. The CPA product holds each engagement, due date, document request, review sign-off and invoice on one record, so a partner sees what is late before the filing date arrives.
A CPA firm sells a deadline. Individual returns, business returns, quarterly estimates, payroll filings, reviews and audits each fall due on a date set by someone else. Every one passes from preparer to reviewer to partner.
Most firms follow this in a spreadsheet of clients, a shared drive of workpapers and a billing tool that knows nothing of either. Staff chase clients for missing documents by email. The partner asks for status in the hallway.
Client managers send engagement letters and organisers each year, then request documents such as statements, payroll summaries and prior-year workpapers. Staff accountants prepare returns and financial statements, record hours against each engagement, and pass finished files to a reviewer. A partner signs off before anything is filed or released to the client.
During busy season the firm tracks extensions, estimated payments and the clients who have not replied to the first two requests. Outside it, the same people run bookkeeping, payroll and advisory work for monthly clients. Seasonal staff are added and see a limited list.
Billing is a mix of fixed fees and hourly work. The billing lead turns recorded time into invoices, adjusts write-downs and follows up on unpaid balances, sometimes weeks after the return was filed and the client has stopped thinking about it.
What goes wrong for cPA firms without a proper system.
What we would build for cPA firms.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for cPA firms.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
A product already built for cPA firms.
It is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then.
CPA Firm Management Software
Client engagements, due dates and extensions, document requests, client portal, workpaper review sign-off, time, staffing, invoices and collections for CPA firms handling returns, bookkeeping and attest work.
The business modules cPA firms use most.
Each one is also available on its own, or inside a system built for you.
Where we work with cPA firms.
The services behind it.
Business Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreData Migration and Moving Off Spreadsheets
Data migration and spreadsheet replacement covers auditing existing files, cleaning and deduplicating records, loading them into a new system and reconciling the result against known totals. A parallel run of both systems comes before cutover. The original files are kept as they were.
Learn moreAPI and System Integration
Tally, WhatsApp, payment gateways, GST portals and your own apps sharing one set of numbers.
Learn moreCybersecurity and Application Security
Logins, roles, backups and data exposure checked, so a staff exit or a lost phone is not a crisis.
Learn moreHow the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, Tally reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
Software we have built and run.
We only name clients whose work is published. These are systems our team designed, built and supports.
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Read the case study Paying guest accommodationSAM Atithi Pavathi: bed-level occupancy as the source of truth
PG management software where allocation, rates and invoices are derived from bed-level occupancy and not maintained in parallel spreadsheets.
Read the case study School transport servicesSAM Tours: school transport on a single ledger
Registration, fee collection, routing and finance write to the same records, closing the gap between journeys run and fees collected.
Read the case studyQuestions cPA firms ask before they call.
Does it prepare or file returns?
No. Preparation and e-filing stay in your tax software. Here you track the job, hold documents, record review and sign-off, and keep the filed copy and the acknowledgement with the engagement for the next year.
Can clients upload documents without email?
Yes. Each client gets a login to a portal with a checklist for the engagement. Files go straight onto the job, and staff see which items are still missing.
We run both tax and audit work. Does one set-up cover both?
Yes. Services are set up in your own list, each with its own stages, review steps and fee basis. A client can have tax returns, bookkeeping, payroll and an audit engagement open at once, each on its own stages.
Can it bill from our time entries?
It can raise an invoice from recorded hours at your rates, or from a fixed fee set on the engagement. Write-downs are recorded with a reason, and the partner approves them.
What happens in the free technology audit?
We look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough to start. You get a report ordered by priority, and there is no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. The audit settles the scope, and the cost goes into a written proposal before any work starts.
Part of a wider group.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements