Operations software for CPA firms
Move client work forward
CPArelay helps CPA firms manage tax-year projects, client requests, approvals, signatures, time, invoices, and payments — without chasing every detail through email.
Free trial · no credit card required
Built for practices that need less inbox hunting, cleaner client follow-up, and a clearer view of what is waiting on whom.
CPA firm operations
One place for the work behind the return
Every firm has the same quiet problem: the actual work is spread across email threads, shared drives, spreadsheets, payment links, signature tools, and someone's memory. CPArelay brings the moving pieces into one workspace.
Project workspace
Keep each engagement organized by client, tax year, type, lead, stage, messages, to-dos, documents, approvals, signatures, time, and invoices.
Engagement managementClient portal
Give clients a simple place to see requests, send files, approve next steps, sign documents, view invoices, and pay.
Client portalFirm-only tracking
Track internal time, unbilled work, invoice history, and payment follow-up without exposing firm notes or internal status to the client.
Invoicing & timeLess chasing
Know exactly who needs a nudge
CPArelay surfaces the work that is stuck: overdue client to-dos, stale signature requests, unpaid invoices, and items waiting on a response. Your team starts the day with the follow-ups that matter.
- See overdue client requests in one place.
- Send reminders without rewriting the same email.
- Track what is waiting on the firm and what is waiting on the client.
- Keep a visible activity trail for the whole team.
Engagement management
Built around CPA work, not generic tasks
Create projects for individual returns, business returns, bookkeeping, advisory, payroll, estate work, and custom engagements. Assign a lead, set the tax year, track the stage, and roll the work forward when the next year begins.
Tax-year projects
Organize work by client, engagement type, and tax year so recurring annual work stays easy to find.
Reusable checklists
Build templates for document requests and repeatable engagement steps, then add them to a project as fresh to-dos.
Roll-forward workflow
Clone last year's engagement structure into the new year without carrying over old messages, documents, or signatures.
Document collection
Stop rebuilding request lists from scratch
Ask for documents, assign to-dos, collect uploads, and keep the request list tied to the engagement. Clients get a straightforward list of what you need. Your team gets a clear view of what is still missing.
- Request W-2s, 1099s, K-1s, bank statements, payroll reports, and signed forms.
- Keep client-visible requests separate from firm-only work.
- Attach files to the right client or project.
Sign-offs
Get the right kind of sign-off
Some moments need a quick approval. Others need a signed document. CPArelay supports both — ask for a simple yes/no decision on project work, or send engagement letters, consents, and tax documents for e-signature.
- Recorded client approvals for drafts, decisions, and next steps.
- Track who has signed and nudge pending signers.
- Executed copies stay connected to the client record.
Cash collection
Turn completed work into collected revenue
Create proposals, convert accepted work into invoices, log time, bill unbilled hours, set recurring invoices, send payment reminders, and collect online payments.
- Send proposals clients can accept online.
- Standard, deposit, progress, or final invoices.
- Accept credit card, ACH, Cash App Pay, and offline payment notices.
- Recurring invoices and client auto-pay for repeat work.
A client portal that keeps things simple
Clients see what they need, not your whole firm
Clients sign in to see their account, outstanding invoices, shared documents, project requests, messages, approvals, and payment options. Internal notes, firm-only time, and private operational details stay inside the firm.
Clients respond faster because the next step is obvious.
Team clarity
Everyone can see the state of the work
When a client calls, your team should not need to ask around. Recent activity, client records, engagement stages, documents, signatures, invoices, and payment status stay together — so staff can answer with confidence.
Multi-user practices, admin controls, and two-factor authentication included.
What this feels like in practice
Built for the work CPAs actually chase
For small and growing firms
CPA practice management software without the busywork
CPArelay is built for small and growing CPA firms that want accounting firm workflow software without a heavy enterprise rollout. Use it as your CPA client portal, document request tracker, e-signature workflow, invoice collection system, and engagement management hub — one calm workspace for tax season and everything between.
Bring your client work into one place
Stop chasing requests, approvals, signatures, invoices, and payments across disconnected tools. CPArelay helps your firm move the work forward with less friction.
Free trial · no credit card required