Top AI tools for CPA

BrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.

• Freemium

IGS Bookkeeping provides comprehensive outsourced bookkeeping services for businesses and accounting firms in the USA and Canada, with over 21 years of experience.

• Paid

CaseFox offers a comprehensive, cloud-based legal practice management software designed for attorneys, CPAs, and other legal professionals to streamline case management, billing, and client communication. It supports firms of all sizes with features like time tracking, document management, and AI document analysis.

• Freemium
• From 45$

ProfitCents empowers accounting and advisory firms with automated financial analysis, industry benchmarking, and business valuation tools to enhance client cash flow and streamline audits.

• Contact for Pricing

BillOver is an AI-powered tool designed for accountants to accurately scan expenses, automate tax categorization, and sync seamlessly with accounting software like Xero and QuickBooks.

• Freemium
• From 10$

Sagenext offers secure, scalable cloud hosting solutions for QuickBooks, Sage, and tax software, enabling businesses to access their accounting applications remotely with robust security and high uptime.

• Paid
• From 33$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

PitBullTax is an AI-powered tax resolution software for CPAs, EAs, and Tax Attorneys, streamlining case management, IRS transcript analysis, and client communication.

• Free Trial

E-File Magic offers secure, automated solutions for IRS 1099 and related form e-filing, supporting bulk data import, PDF generation, and compliance services for businesses and CPAs.

• Paid

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

CPA Pilot is an AI-powered assistant that helps tax professionals streamline their workflow, saving time on research, client communication, and marketing.

• Paid
• From 20$

FirmOS is an AI-powered accounting software solution that automates client acquisition, optimizes internal workflows, and manages talent. It helps accounting firms save time, improve efficiency, and focus on strategic growth.

• Contact for Pricing

Agree is an all-in-one agreements platform that streamlines contract creation, negotiation, signing, invoicing, and payments. It uses AI to enhance workflows and improve efficiency.

• Freemium
• From 25$

GReminders is an end-to-end meeting management platform offering automated scheduling, appointment reminders via SMS, email, or phone, and an AI notetaker to streamline workflows. It integrates seamlessly with popular calendars and CRMs to reduce no-shows and administrative tasks.

• Freemium
• From 10$

Eleven is an AI-powered accounting software designed for CPAs and accounting firms, offering automated data extraction, multi-currency support, and streamlined bookkeeping.

• Free Trial
• From 25$

AppComputing offers cloud-based enterprise budgeting, planning, analytics, and reporting with robust multi-entity and multi-currency support. Streamline financial operations and consolidate complex ownership structures seamlessly.

• Paid
• From 499$

Quantinor streamlines bookkeeping and accounting workflows using intelligent automation, enabling professionals to handle more clients with accurate financial reporting and seamless integrations.

• Freemium
• From 35$

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

TaxBandits offers an AI-powered, comprehensive online solution for e-filing federal and state tax forms, streamlining compliance for businesses, tax professionals, and organizations.

• Usage Based