We build tailored automation solutions, secure client portals, and streamlined workflows that help accounting firms operate more efficiently and serve clients better.
SOC 2 Compliant
Across 15 States
Guaranteed Reliability
Average Improvement
From client onboarding to cybersecurity, we provide the complete technology stack your practice needs to thrive in the digital age.
Transform client onboarding from chaos to competitive advantage with branded portals that automate document collection and reduce manual data entry.
Find any document in seconds with intelligent categorization, OCR technology, and seamless integration with your tax software.
Streamline your tax season with customizable workflows that handle different return types, deadlines, and review stages automatically.
Balance workloads, prevent burnout, and meet every deadline with real-time visualization and intelligent task assignment.
Work securely from anywhere with VPN-less remote access, single sign-on, and mobile-optimized interfaces.
Protect your practice from cyber threats with multi-layered security, employee training, and compliance monitoring.
CPA Firms Served
System Uptime
Average Efficiency Improvement
Technical Support
Real results from real CPA firms who transformed their practices with CpAiTech
Tailored technology solutions designed specifically for accounting practices
From client onboarding to cybersecurity, we provide complete technology solutions for modern CPA firms
Create professional client portals that streamline document collection, reduce communications overhead, and improve client satisfaction.
Interactive client portal demo showing document upload, progress tracking, and secure messaging features.
View DemoEliminate repetitive tasks with intelligent automation that handles client onboarding, document processing, and administrative work.
Gain complete visibility into workloads, capacity, and performance with custom tracking systems that prevent burnout and missed deadlines.
Scalable technology solutions tailored to your firm's specific needs and growth stage
1-10 CPAs
Essential automation and client management tools to establish professional workflows and improve efficiency.
11-50 CPAs
Comprehensive practice management with advanced automation, team collaboration, and performance tracking.
50+ CPAs
Enterprise-grade solutions with multi-location support, advanced analytics, and custom development capabilities.
Specialized workflows and features designed for different types of accounting practices
Specialized tools for tax professionals including seasonal workflow management, client communication, and deadline tracking.
Monthly client management, automated reconciliation workflows, and client reporting automation for bookkeeping practices.
Client portal integration with financial planning tools, document management for complex plans, and client review workflows.
CpAiTech was founded by accounting and technology professionals who understand the unique challenges facing CPA firms in today's digital landscape. We combine deep industry expertise with cutting-edge software development to create solutions that actually work for accounting practices.
Our team has worked with over 50 CPA firms across the country, from solo practitioners to large multi-partner practices. We understand the compliance requirements, security concerns, and operational challenges that make accounting different from other industries.
How we ensure every project delivers real value to your practice
We start by understanding your current workflows, pain points, and goals. Our team conducts thorough analysis of your existing systems and processes.
Based on our analysis, we design solutions specifically for your practice. No one-size-fits-all approaches - everything is tailored to your needs.
Our experienced development team builds your solution using modern, secure technologies. Extensive testing ensures reliability and performance.
We handle the complete deployment process, including data migration, staff training, and system integration with your existing tools.
Our relationship doesn't end at launch. We provide ongoing maintenance, updates, and support to ensure your systems continue to deliver value.
We regularly review system performance and user feedback to identify opportunities for enhancement and optimization.
Experienced professionals with deep expertise in both accounting and technology
Founder & CEO
Former CPA with 15 years in public accounting and 10 years in software development. Led technology transformation initiatives at three major accounting firms.
CTO
Software engineering leader with expertise in secure, scalable systems. Previously led development teams at fintech companies serving financial services.
VP of Client Success
Former practice manager at a 200-person CPA firm. Specializes in change management and technology adoption in professional service organizations.
Get your free practice assessment and discover how CpAiTech can help your firm operate more efficiently
Tell us about your practice and we'll provide a customized analysis of how our solutions can improve your operations.
Schedule a 30-minute consultation to discuss your specific needs
(555) 123-4567
info@CpAiTech.com
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