Built for CPA firms in the US and Canada

Scale Your CPA Firm Without Scaling Your Costs

Client Portal, Workflow Automation, Bookkeeping Support, QuickBooks Integration and Team Collaboration — all in one platform.

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Secure client workspaces Review-first QuickBooks publishing US-hours support
QuickBooks sync running
Firm workspace

Client operations cockpit

Publish 18 records
Invoices processed10,482
Pending review42
Sync accuracy99.9%
AGNI Smoke LLC
Sales invoice INV-202606-018
Ready
Northstar Dental CPA
Bank reconciliation packet
Matched
Maple Tax Group
Expense cleanup request
Assigned
Cloud Books Co.
Monthly P&L report review
Live
Invoice volume $4.2M Processed through client workspaces this quarter.
Operating leverage 38% Less manual follow-up across recurring workflows.
CPA Firms
Tax Practices
Bookkeeping Teams
Accounting Firms
Client Advisory
SecureFirebase authentication and role-based access
QuickBooksReview-first publishing workflow
Multi-clientIsolated workspace per company
Back-officeSoftware plus support capacity
Platform

Everything your firm needs to operate cleaner.

Move client work out of scattered inboxes and into a controlled workspace where documents, invoices, tasks, ledgers, reports, and QuickBooks publishing stay connected.

01

Client Portal

Give every client a secure workspace for invoices, uploads, requests, ledgers, and account activity.

02

Task Management

Route bookkeeping, payroll, reporting, cleanup, and reconciliation work to the right client context.

03

Invoice Tracking

Track sales, purchases, expenses, credit notes, debit notes, paid status, and pending balances.

04

QuickBooks Publishing

Publish reviewed records into QuickBooks with a controlled, manual, review-first workflow.

05

Team Collaboration

Keep admins, employees, clients, and back-office teams aligned around one source of truth.

06

Document Management

Store invoice files, supporting documents, attachments, and review notes in the right workspace.

07

Reconciliation Tracking

Monitor cash close, bank deposit context, QuickBooks differences, and items that need review.

08

Reporting Dashboard

Surface weekly, monthly, profit, payment mix, tax, COGS, and client performance insights.

Dashboard Showcase

Designed like a command center for modern accounting teams.

A single view for invoice dashboards, client management, team workflow, financial reports, and reconciliation review.

Invoice dashboardReview taxable sales, payment status, cash/bank split, and publish readiness.
Client managementOpen every company workspace without losing firm-level visibility.
Team workflowAssign service requests and track back-office support work in context.
Financial reportsSimple P&L-style summaries, weekly/monthly comparisons, and collection health.
Reconciliation centerSpot QuickBooks-only items, missing records, balance gaps, and review queues.
Invoice DashboardSales · June 2026
Publish 18 records
Invoiced$842,910
Collected$631,450
Pending$211,460
AGNI Smoke LLC
INV-202606-018 · Sales
$12,480
Ready
Northstar Dental CPA
INV-202606-017 · Sales
$8,250
Paid
Maple Tax Group
INV-202606-015 · Sales
$5,900
Pending
Cloud Books Co.
INV-202606-012 · Sales
$15,300
Ready
Riverline Retail
INV-202606-009 · Sales
$3,140
Draft
Why CPA Support Desk

Replace manual chaos with a firm operating system.

Workflow area
Traditional CPA workflow
CPA Support Desk
Processing speed
Email chains, files, reminders, and duplicate entry slow work down.
Faster processing through client workspaces and review queues.
Error control
Records move through spreadsheets and disconnected folders.
Reduced errors with structured records, ledger visibility, and review-first publishing.
Communication
Client context is buried across inboxes and chat threads.
Centralized communication with requests, documents, notes, and activity history.
Client experience
Clients do not know what is pending or where to upload documents.
Better client experience with one portal for documents, invoices, reports, and status.
Operational cost
Scaling requires more internal coordination and manual admin time.
Lower operational cost through software plus back-office support capacity.
Success Stories

Built for the people running accounting operations.

MR

“The biggest win is visibility. We can see client invoices, payments, ledgers, and requests without chasing files across three different places.”

Managing PartnerRegional CPA firm, Texas
AK

“QuickBooks publishing and workspace-level review gave our team a more controlled process before records hit the books.”

Accounting ManagerBookkeeping company, Ontario
LT

“During tax season, the portal helps us keep client follow-up, document collection, and cleanup tasks much more organized.”

Tax ProfessionalMulti-client tax practice
Pricing

Flat monthly plans for predictable firm growth.

Choose the plan that matches your client volume and support workload. Professional is designed for firms ready to standardize operations.

Starter

$149/mo
  • Up to 5 clients
  • 20 support hours
  • Client portal and invoice tracking
  • QuickBooks publishing workflow
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Most Popular

Professional

$449/mo
  • Up to 20 clients
  • 60 support hours
  • Workflow automation and request center
  • Reporting, reconciliation, and priority setup
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Enterprise

$999/mo
  • Unlimited clients
  • 160 support hours
  • Dedicated manager
  • Custom operating cadence for larger teams
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Security

Enterprise trust without enterprise complexity.

CPA firms need confidence before moving client accounting work into a portal. CPA Support Desk is designed around controlled access, client data separation, activity history, and secure document handling.

Read Security Overview
Client data separationRecords stay tied to the correct firm and client workspace.
Role-based accessAdmins, employees, and clients see only the workflows they need.
Encrypted infrastructureBuilt on Firebase Authentication, Firestore, and Storage security controls.
Activity audit trailImportant record, payment, document, and publishing actions are logged.
FAQ

Questions CPA firm owners ask first.

Is CPA Support Desk only a client portal?

No. It combines a client portal with accounting workflows, invoice tracking, QuickBooks publishing, reporting, reconciliation visibility, service requests, and back-office support.

Can we publish records into QuickBooks?

Yes. The platform supports review-first QuickBooks publishing so your team can approve records before they are posted into QuickBooks.

Can clients use it directly?

Yes. Clients can access their own workspace for documents, invoices, ledger visibility, reports, and support requests depending on permissions.

Does this replace our accounting software?

No. CPA Support Desk is designed to sit above accounting systems as the operating layer for client work, review, communication, and support workflows.

What type of firms is it best for?

Solo CPA practices, growing CPA firms, bookkeeping companies, tax professionals, and accounting teams managing multiple clients.

Can we start with a smaller plan?

Yes. Firms can start with Starter or Professional and move up as client count and support requirements grow.

Ready to modernize your firm?

Give your CPA firm one place for client work, back-office support, and QuickBooks-ready records.

Launch a premium client experience while giving your team the operating visibility they need to scale.

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