📊 SaaS Product

SaaS CPA

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, billing, and AI-powered intelligence engine — all from one codebase.

Next.js 16 React 19 Prisma ORM Tailwind CSS 4 Recharts Framer Motion Zod 4 TypeScript

Screenshots

See it in action.

Real screenshots from the running demo environment. Three fictional CPA firms, real functionality.

SaaS CPA landing page showing three branded CPA firms

Multi-Brand Landing

"One platform. Multiple brands." — Each CPA firm (LedgerPoint, BrightBooks, TaxHarbor) gets their own branded public-facing website, all powered by a single SaaS backend.

LedgerPoint CPA branded website with hero image

Branded Firm Website

LedgerPoint CPA's public website with custom hero imagery, contact info, service pages, and online booking — auto-generated from firm settings.

Staff Portal Login

Secure staff login with role-based access. Demo mode provides pre-seeded accounts for each firm — Admin, Manager, and Staff — to explore the full CRM.

CPA practice management dashboard with leads, tasks, and appointments

Firm Dashboard

The command center. At a glance: new leads, active clients, upcoming appointments, pending documents, and open tasks. Full sidebar navigation to every CRM module.

Features

Everything a CPA firm needs.

🌐 Branded Websites

Each firm gets a fully branded public website with services, booking, about, and contact pages — generated from their firm profile.

👥 Client & Lead CRM

Full lead pipeline, client management, contact database, and lead-to-client conversion with status tracking.

📅 Appointment Scheduling

Online booking flow for clients, with staff-side calendar management and upcoming appointment dashboard.

📋 Task & Workflow Management

Kanban-style workflow boards, task assignment, due dates, priority levels, and progress tracking.

📄 Document Requests

Track document collection from clients. Status lifecycle: pending → received → reviewed. CSV import/export.

💰 Billing & Invoicing

Time tracking with billable hours, invoice generation, payment recording, and revenue dashboards.

💬 Communications

Client communication management with AI-powered draft generation for emails and outreach.

🤖 AI Intelligence

AI suggestion queue powered by Intake and Readiness Agents. Confidence scores, risk levels, and approval workflows with firm-level governance.