Features
Everything a CPA firm chases, in one workspace
CPArelay is CPA firm workflow software for the day-to-day: engagements, document requests, client responses, signatures, invoices, and payments — connected instead of scattered.
Free trial · no credit card required
Engagement management
Projects built around CPA work
Tax-year projects, reusable checklists, stages, leads, and roll-forward for individual, business, bookkeeping, advisory, and payroll engagements.
Document requests
Collect documents without the chase
Request W-2s, 1099s, K-1s, and statements with reusable lists. Clients see exactly what is missing; your team sees what arrived.
Client portal
A simple place for clients to respond
Clients see requests, documents, approvals, invoices, and payment options — never your internal notes or firm-only status.
Signatures & approvals
The right kind of sign-off
Send engagement letters and tax documents for e-signature, track signers, nudge the stragglers, and record quick client approvals.
Invoicing & payments
Turn finished work into collected revenue
Proposals, invoices, recurring billing, auto-pay, payment reminders, and online payments in one place.
Time tracking
Time tracking that ends in an invoice
Log time against the engagement, watch unbilled hours stay visible, and bill them in one step — clients never see the stopwatch.
See the whole workflow in your own firm
Start with one engagement, one request list, and one invoice — and watch the follow-up take care of itself.
Free trial · no credit card required