CPA Buddy
Automation for Modern CPA Firms.
CPA Buddy launched on July 6, 2026 with 3 votes, #8,766 of 24,623 launches that month and more than 50% of that year's launches.
What it does
CPA Buddy AI helps accounting firms stay organized without juggling too many tools. It gives firms one portal to manage clients, tasks, documents, deadlines, and team workflows, while the AI assistant helps staff quickly find information and keep work moving. It is designed to save time, reduce missed follow-ups, and give firms better visibility into what is happening across the practice.
Stop running your firm on spreadsheets, email, and memory. CPA Buddy brings clients, deadlines, documents, time, and billing into one simple system for small bookkeeping, accounting & CPA firms. Set it up yourself this week.
One simple system for bookkeeping, accounting & CPA/tax firms. Set it up yourself this week — no IT, no consultant. Every disconnected tool leaks time and dollars. One connected system catches what’s slipping through. Miss one CRA deadline and the penalty starts at 5% of the balance owing, plus 1% for every month it stays late. Forgotten billable hours add up to thousands of dollars a year you earned but never put on an invoice. Re-typing the same client details across spreadsheets, email, and drives that don’t talk to each other. These are the headaches firms tell us about every week. Each one is exactly what CPA Buddy is built to fix. “Five tabs open just to answer one client…from cpabuddyai.com
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