AI-Powered Accounting Firm OS
A complete multi-tenant practice management platform for CPA firms. Each firm gets their own branded website, internal dashboard, client CRM, and AI-powered intelligence engine — all from one codebase. This isn't a screenshot gallery — click through the real thing below.
Click "Launch the Demo" above to explore a fully working version of all of this — real navigation, real fake data, no screenshots.
Each firm gets a fully branded public website with services, booking, about, and contact pages — generated from their firm profile.
Full lead pipeline, client management, contact database, and lead-to-client conversion with status tracking.
Online booking flow for clients, with staff-side calendar management and upcoming appointment dashboard.
Kanban-style pipeline boards, task assignment, due dates, priority levels, and progress tracking.
Track document collection from clients. Status lifecycle: pending → received → reviewed.
Time tracking with billable hours, invoice generation, payment recording, and revenue dashboards.
Client communication management with AI-powered draft generation for emails and outreach.
AI suggestion queue powered by Intake and Readiness Agents. Confidence scores and approval workflows with firm-level governance.
Pick a firm, browse its public site, log in with a demo account, and manage leads, tasks, and appointments exactly the way a real firm owner would.
Welcome to the SaaS CPA demo environment. This platform powers multiple white-labeled accounting firms from a single centralized operating system.
Select a firm to view its public website
Tagline
Description
Tell us a bit about what you need — we'll follow up within one business day.
This form is a live demo — submissions are stored locally in your browser and appear as a new lead in the firm's dashboard "New" column.
Thanks — a new lead was just created in the firm's CRM. Log in as staff to see it land in the pipeline.
Sign in to the CPA Practice Management OS
Password for all demo accounts is demo123. All data in this system is fictional and resets on refresh.
Here's what's happening at your firm today.
Drag a card between columns, or click a lead to open its detail panel and change status there.
Click the circle to mark a task complete.
This week's appointments
Suggested actions from the Firm Intelligence engine. Approve to act on them, or dismiss.