Questions firms ask before they switch

CPArelay is an operations app for CPA firms. It helps your firm manage client projects, document requests, messages, approvals, e-signatures, time, invoices, reminders, and payments in one workspace.

No. CPArelay does not prepare or file tax returns. It helps your firm manage the operational work around tax, bookkeeping, advisory, payroll, and other client engagements.

CPArelay is not a general ledger or bookkeeping system. It is built for client workflow, engagement tracking, invoicing, payment follow-up, and firm operations.

CPArelay is best for CPA firms that need a practical way to manage client workflow, document collection, approvals, signatures, invoicing, and payment follow-up without relying on spreadsheets and scattered email threads.

Yes. CPArelay supports client-visible requests and shared documents so clients have a clear place to provide what your firm needs.

Yes. CPArelay supports signature requests for engagement letters, consents, tax documents, and similar client-facing documents.

Yes. CPArelay helps your team see overdue client to-dos, pending signatures, overdue invoices, and project stages like waiting on client, in review, and waiting on signature.

Yes. CPArelay separates client-visible items from firm-only work, including internal time entries and private operational context.

Yes. Your firm can use checklist templates and roll-forward projects to reuse the structure of repeat engagements, including annual tax work.

Yes, when payments are configured. CPArelay supports online invoice payment workflows as well as offline payment notices and manual payment records.

Yes. CPArelay supports recurring invoices for repeat billing.

Email is fine for messages. It is not fine as the operating system for a CPA firm. CPArelay gives the team one place to see requests, files, approvals, signatures, invoices, payments, and project status without reconstructing the client story from an inbox. CPArelay does not replace every email — it replaces the chaos of trying to run client work from email alone.

CPArelay is designed around simple client actions: view the request, upload the file, approve the next step, sign the document, view the invoice, pay the balance. Clients do not need to understand your internal workflow — they see what they need to do next.

Generic project management tools can track tasks, but they usually do not understand CPA workflows, tax years, client-visible document requests, engagement signatures, unbilled time, invoices, reminders, payment pages, and client statements in one place. CPArelay is built around the work CPA firms actually chase.

CPArelay connects billing to the work that caused the bill. Your team can see the project, unbilled time, proposal, invoice, payment status, reminders, and client account in context. Billing is easier when it lives next to the client work.

Start with the workflows causing the most pain: active projects, document requests, signature tracking, invoices, or payment follow-up. You do not need to move everything on day one — start with the clients and engagements that need the most follow-up.

CPArelay is built for firms that need practical operations support without a heavy enterprise system. It keeps the core workflows together: clients, projects, requests, files, signatures, invoices, and payments. Small firms still need clean follow-through.