Engagement management
Engagement management and workflow for CPA firms
CPArelay is CPA engagement management software that keeps tax-year projects, checklists, client requests, and firm-only work in one workspace — so your team always knows what is moving and what is stuck.
Free trial · no credit card required
Project management software built around CPA work — returns, bookkeeping, advisory, payroll, and estate engagements — not generic task lists.
Tax return workflow
Track the return from intake to final invoice
Create a project for each engagement — individual return, business return, monthly bookkeeping, advisory, payroll cleanup, estate work, or anything custom. Assign a lead, set the tax year, and move the work through stages your whole team can see.
- Organize work by client, engagement type, and tax year.
- Assign a lead so every engagement has an owner.
- Track stage — intake, in progress, in review, waiting on client, done.
- Keep messages, documents, approvals, signatures, time, and invoices with the project.
Checklist templates
Reuse the work your firm repeats
Turn common document requests and engagement steps into checklist templates. Add a template to a project and CPArelay creates a fresh to-do list for that client — no rebuilding the 1040 request list every February.
- 1040 document request lists and business return checklists.
- Monthly bookkeeping close and payroll onboarding steps.
- Mark items client-visible or keep them firm-only.
- See what is complete, what is overdue, and who it is waiting on.
Roll forward
Start next year without starting over
Annual work repeats, but most tools make you rebuild it by hand. CPArelay's roll-forward workflow clones last year's engagement structure — checklist and all — into the new tax year, without carrying over old messages, documents, or signatures.
- Roll a 2024 engagement forward into a clean 2025 project when the new year begins.
- Keep the roll forward tax engagement checklist your firm refined last year.
- Prior years stay intact and easy to find.
Project management for CPA firms
The whole engagement, not just the task list
Generic project management software for CPA firms stops at tasks. CPArelay connects the engagement to everything around it — client requests, approvals, e-signatures, time, and billing — while keeping firm-only notes and internal status inside the firm.
Client portal
Clients see their requests, files, approvals, invoices, and payment options in one simple place.
Client portalSignatures & approvals
Send engagement letters for e-signature and capture quick client approvals on project decisions.
Signatures & approvalsInvoicing & time
Log time against the engagement, see unbilled hours, and invoice the work when it is ready to bill.
Invoicing & paymentsPut every engagement in one place
Track tax-year projects, checklists, and follow-up in tax return workflow software built for the way CPA firms actually work.
Free trial · no credit card required