🚀 ESIGN Act · SOC 2 · AICPA Compliant · Built for CPA Firms

One Platform for
Tax, Audit & Accounting

Replace 6+ tools with one AI-powered platform. Client portal, e-signatures, billing, tax pipeline, audit workflow — everything your CPA firm needs.

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500+
CPA Firms
Unlimited
Clients
60+
Integrations
99.9%
Uptime SLA
Everything You Need

Built for CPA Firms, by CPAs

Every feature designed around real accounting workflows.

📋
Client Portal
Branded portal for document sharing, messaging, e-signatures, and invoice payments.
🤖
AI Brain
Multi-provider AI (Gemini, GPT-4, Claude) for tax prep, audit review, and smart drafting.
✍️
E-Signatures
KBA-verified e-signatures for engagement letters, 8879s. ESIGN Act compliant.
🧾
Tax Module
1040, 1065, 1120, 1120S pipelines. Export to Drake, Lacerte, ProConnect, CCH.
📊
Audit Module
Full PBC lists, workpapers, trial balance, adjusting entries and opinion letters.
💰
Billing & Payments
Invoicing with online payment via Stripe, Square, PayPal, ACH and CPACharge.
🔐
Password Vault
AES-256 encrypted vault for client credentials. Secure team sharing.
📧
Email & Calendar
Gmail/Outlook sync, Google Meet/Zoom, and AI-drafted email replies.
⚡
Automations
Rule-based workflows, deadline reminders, stage progression and recurring tasks.
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Simple Pricing

Plans for Every Firm

All plans include unlimited clients and a 14-day free trial.

Accounting Only
$499/mo
  • ✓ Accounting module
  • ✓ Client portal
  • ✓ E-signatures
  • ✓ Billing & invoicing
  • ✓ 5 staff users
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MOST POPULAR
Accounting & Tax
$799/mo
  • ✓ Everything in Accounting
  • ✓ Tax module (1040, 1065, 1120)
  • ✓ AI tax preparation
  • ✓ Export to Drake/Lacerte
  • ✓ 8 staff users
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All-In-One
$1299/mo
  • ✓ Everything in Tax
  • ✓ Full audit module
  • ✓ PBC lists & workpapers
  • ✓ Trial balance
  • ✓ Unlimited staff
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5 staff users included. Add more at $59–99/mo. Enterprise pricing →

60+ Integrations

Works With Your Stack

One-click OAuth setup. Connect the tools your firm already uses.

QuickBooks
Xero
Drake
Lacerte
ProConnect
CCH
Gmail
Outlook
Google Drive
OneDrive
Dropbox
Stripe
Square
PayPal
Zoom
Teams
FreshBooks
Plaid
+45 more
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Live Interactive Demo

See ProDeskCPA in Action

Explore every module — Tax, Audit, AI Brain, Client Portal and more.

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Enterprise-Grade Security

SOC 2 · AES-256 · ESIGN Act · GDPR · 99.9% Uptime

🔐 AES-256
🛡️ SOC 2
✍️ ESIGN Act
🔒 Zero-Knowledge
🚦 Rate Limited
Security Details →

Trusted by CPA Firms

★★★★★

"ProDeskCPA replaced 6 separate tools. Our team saves 3 hours per day and clients love the portal."

Sarah Chen, CPA
Chen & Associates
★★★★★

"The AI tax prep feature is incredible. It drafts returns 70% faster and the review catches everything."

Michael Torres
Torres Tax Group
★★★★★

"Finally an audit tool built for CPAs. The PBC workflow alone is worth the price."

Jennifer Walsh
Walsh Audit Partners

Frequently Asked Questions

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