Launching today
CPA Buddy
Automation for Modern CPA Firms.
4 followers
Automation for Modern CPA Firms.
4 followers
CPA Buddy AI helps accounting firms stay organized without juggling too many tools. It gives firms one portal to manage clients, tasks, documents, deadlines, and team workflows, while the AI assistant helps staff quickly find information and keep work moving. It is designed to save time, reduce missed follow-ups, and give firms better visibility into what is happening across the practice.
The unified client portal is genuinely useful, way less tab-hopping than my old setup. Surprised how quickly the assistant pulled up a deadline I forgot about.
How does this play with QuickBooks and the other apps firms are already using, or would we have to migrate everything over?