2026 Launch Practice OS • Client Portal • CRM

The ULTIMATE All-in-One Toolkit for CPAs

Tax Notebook & Client Intake
See Everything It Does Client Login
No long-term contracts • Works for solo CPAs and multi-office firms • Bank-grade encryption
Bank-Grade Security
Powerful Priority Optimization
Seamless Workflow Automation
Real-Time Client Collaboration
CPA Toolkit Dashboard
Schedule • Tasks • Files • E-file • Conversations
Dashboard Screenshot 1
Task Assignment
Tax Notebook
One login for your team and clients. One place to see what matters today.

Everything You Need in One Powerful Platform

Most systems handle one slice—client portal, CRM or task tracking. CPA Toolkit combines them all: client experience, staff workflow, documents and e-file into a single, secure workspace.

Tax Notebook & Client Intake

Guided questionnaires, document checklists, and digital signatures that make tax season painless for clients and staff.

Built-In CRM

Track leads, engagements, and communications. Centralize client profiles with timelines, notes, and relationship insights.

Work Scheduling

Assign work, visualize capacity, and auto-prioritize tasks against deadlines with dependency and SLA awareness.

Priority Optimization

Smart queues surface the next best action per staff member based on due dates, complexity, and client responsiveness.

Secure File Storage

Encrypted at rest and in transit. Granular permissions, expirations, and audit trails keep sensitive data protected.

E-file Authorization

Collect and manage authorizations digitally with automated reminders and real-time status tracking.

CPA Task Assignment

Assign work from the same client to different staff or affiliates while keeping everything in one place.

Client Discussion Hub

Discuss and query items with your clients directly from your dashboard instead of chasing email threads.

Why Firms Choose CPA Toolkit Over “Yet Another Portal”

It’s not just a nicer login page for clients. It’s the backbone of how your firm plans, delivers and tracks every engagement.

Save Time & Reduce Risk

Automate workflows, prioritize tasks intelligently, and minimize errors with built-in checks and standardised processes.

Replace manual trackers and sticky notes

Enhance Client Relationships

Give clients one place to upload, sign and discuss. No more “Can you resend?” or lost attachments.

Client experience as a differentiator

Scale Without Chaos

Grow from a solo practice to multi-office firm without outgrowing your tools or rebuilding processes every busy season.

From 1 to 100+ staff

Uncompromising Security

Bank-grade encryption, fine-grained permissions, and detailed audit logs give you and your clients peace of mind.

Bank-grade by default

Affiliate & Outsourced Teams

Invite independent preparers or specialists with strict, client-level permissions instead of handing over entire systems.

Modern staffing reality

Multiple Remote Offices

Coordinate seamlessly across locations. Standardize workflows, share capacity, and keep everyone in the same view of work.

Built for distributed firms

How CPA Toolkit Compares to Typical Platforms

Most “tax portals” stop at file upload and messaging. Traditional practice management tools focus on tasks but ignore client experience. CPA Toolkit is designed from the ground up as the operating system for your firm.

The old way

Typical portals & practice tools

  • Separate systems for client intake, document upload, CRM, scheduling, and e-file.
  • Manual spreadsheets to manage deadlines and staff capacity.
  • Endless email threads with missing attachments and unclear status.
  • Limited or bolt-on security and audit history.
  • Hard to onboard new staff—everything lives in someone’s head.
  • Workflows that don’t match how real CPA firms actually work.
  • Limited visibility across the whole book of business—partners can’t see true status at a glance.
  • Clunky client experience that feels like an afterthought, hurting referrals and retention.

CPA Toolkit

One secure, integrated workspace

  • Tax notebook, CRM, scheduling, priority queues, e-file and collaboration all in one place.
  • AI-assisted “next best action” for each staff member based on deadlines and workload.
  • Client discussion hub plus structured requests keep every document and answer traceable.
  • Bank-grade encryption, permissions and full audit trails by design.
  • Standardized workflows so on-boarding staff is measured in days, not seasons.
  • Direct Integration with CCH for client tax-notebook proforma.

Designed for the Way You Actually Work

Whether you’re a solo CPA, a growing boutique, or a multi-office firm, CPA Toolkit flexes to fit the way you run engagements.

Solo CPAs & Small Firms

  • Bring all client communication and documents into one place.
  • Stop juggling email, shared drives and ad-hoc tools.
  • Look bigger than your size with a modern, branded client experience.

Growing Teams

  • Give every staff member a clear, prioritized to-do list.
  • Standardize how work is requested, reviewed and signed off.
  • Track capacity and deadlines across the entire book of business.

Multi-Office & Distributed Firms

  • Coordinate work across locations without losing visibility.
  • Give affiliates and contractors controlled access to specific clients.
  • Keep security, compliance and client experience consistent everywhere.

How CPA Toolkit Fits Into Your Firm

You don’t have to rip out everything on day one. Start with client intake and file sharing, then roll out scheduling, priorities and e-file—at your pace.

1

Configure your firm

Set up your firm details, services, staff, roles and security in a guided onboarding wizard.

2

Invite clients

Turn on tax notebooks and client dashboards with a branded login your clients will actually use.

3

Run your work from one place

Assign tasks, track documents, manage e-file authorizations and follow up—all inside CPA Toolkit.

4

Optimize and scale

Use priority queues, capacity views and audit reports to keep every season more controlled than the last.

Busy season doesn’t have to feel like firefighting.

Firms using integrated practice tools consistently report fewer last-minute scrambles, clearer visibility and happier clients. CPA Toolkit gives you those advantages without needing a full-time IT team.

1
Workspace instead of 5+ tools
24/7
Client access
Minutes
To invite first client

Simple, Transparent Pricing

We keep pricing straightforward so you always know what you’re paying for. Choose the tier that fits your current firm size and upgrade only when you’re ready.

Start

Perfect for solo CPAs and very small teams.
  • Core client portal & tax notebooks.
  • Secure file storage & e-signature collection.
  • Basic task tracking and reminders.
  • 13 free tax payers - 100% access, all the features
13 free clients – 100% access to all features

Grow

For firms adding staff and service lines.
  • Everything in Start, plus full CRM and scheduling.
  • Priority queues and capacity views.
  • Affiliate / contractor access controls.
  • Unlimited tax payers
1–10 users – $80 per month per user

Scale

For multi-office and distributed teams.
  • Advanced security controls and audit reports.
  • Multi-office workflows and advanced automation.
  • Priority on-boarding and support.
  • Unlimited tax payers
11–100 users – $55 per month each

Exact pricing and promotions may vary by region and firm size. Click “Get Started Free” above to talk to us about the best fit for your firm.