Your client site: A complete walkthrough for accounting clients
A plain-English guide for clients using CPA Relay covering how to accept invitations, find open items, upload documents, review draft approvals, sign forms, and pay bills.
Resources
Articles and guides for modern CPA firms
Practical advice on client tax document intake, Form 8879 compliance, and running a calmer, more profitable practice.
53 CPA engagement letter and Section 7216 templates: Best practices guide
Why small accounting firms lose thousands to unbilled scope creep, what IRS Revenue Procedure 2013-14 mandates for Section 7216 consents, and copy-pasteable engagement clauses.
The 6 best TaxDome alternatives for small CPA firms in 2026
An honest, practitioner-first review of the best TaxDome alternatives for solo CPAs and small firms. Compare October 2026 pricing, portal simplicity, and Form 8879 compliance.
Practice management software for small CPA firms: Why most suites fail
Why enterprise practice management suites stall out in 1 to 15 person firms, how top small-firm tools compare side by side, and what capabilities actually improve realization.
Why small CPA firms don't need a sales CRM, and what to use instead
Why generic B2B sales CRMs break down on multi-entity tax households, how sales pipelines compare against accounting workspaces, and the six pillars of client management.
Client tax document intake and tracking for small CPA firms
How small practices gate incomplete tax files, eliminate start-stop preparation realization loss, enforce March 20 extension cutoffs, and run a daily triage queue.
IRS Form 8879 KBA requirements: The plain-English guide
What IRS Publication 1345 mandates for remote electronic signatures, the three-attempt KBA failure rule, credit freeze edge cases, and SHA-256 audit trail requirements.
The PBC checklist guide: How small CPA firms kill the document chase
Why 35-page tax organizers fail and how to structure granular, entity-specific PBC checklists, with copy-pasteable templates for Form 1040, Schedule C, and 1120-S/1065.
Solving the Form 8879 spousal signature problem on shared emails
When married couples share a single email address, standard e-sign software blocks the send or merges both signers into one session. Here is how tokenized dual-signer routing works.
Experience a calmer workflow in your practice
CPA Relay is currently in private development for small CPA and accounting firms. Request an invitation to join our early onboarding cohort.
Currently invitation-only · $55 per seat, everything included