Top AI tools for CPA

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

MyTAXPrepOffice is a comprehensive cloud-based tax preparation platform featuring My AI Assistant for automated data entry, designed to help tax professionals work more efficiently with unlimited tax preparation, e-filing, and integrated bank products.

• Paid
• From 58$

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$

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

T-HUB+ is an AI-powered accounting automation tool designed specifically for Amazon sellers, seamlessly integrating with Amazon and QuickBooks Online to automate bookkeeping, reconcile bank accounts, and generate accurate financial reports.

• Usage Based
• From 15$

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$

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$

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

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

• Freemium

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$

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$

Tax2efile is an IRS-approved e-filing service provider that enables individuals, businesses, and tax professionals to file various tax forms electronically with speed and security.

• Usage Based

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

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$

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$

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$

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$

MoneyOnFIRE is an AI-powered financial planning tool that provides personalized, actionable steps to optimize finances and achieve financial independence goals faster through advanced calculations and scenario analysis.

• Other

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

• Paid

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

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

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$

Intersoft ERP provides comprehensive accounting and financial management software solutions designed to streamline business operations with flexible, integrated modules for construction, general business, franchises, public accounting, and payroll.

• Contact for Pricing

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$

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

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$