ProDeskCPA — Practice Management for CPA Firms

ProDeskCPA Docs

Help center for firms + clients

All articles Back to app Contact Support

Firm Staff Articles

How-to guides and reference material for firm staff.

Set up your firm profile and branding

Invite team members and assign roles

Connect QuickBooks Online or Xero

Connect your email account

Connect AI providers

Add a new client

Send an engagement letter for signature

Run a monthly close for an accounting client

Prepare a tax return with AI assistance

Track time and create invoices

Build a custom report

Configure workflows and automations

ProDeskCPA — Practice Management for CPA Firms