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Small CPA firms spend hours on work around the work: proposals and engagement letters, keying receipts, saving emailed attachments, answering routine emails and chasing clients for quarterly estimates. Proposal, bookkeeping, portal and practice management tools can take much of that on, and an AI assistant can turn a partner's notes into a first draft of the firm's security plan. Client data stays in tools with business terms under the FTC Safeguards Rule, and a CPA checks anything that states a tax position, as IRS Circular 230 expects.
6 ideastypical cost $97£73€87A$140C$137 a monthtypical saving about $300£226€268A$433C$424 a month
Clients photograph receipts or forward bills; Dext reads them and posts to QuickBooks Online for review. From about $25£19€22A$36C$35 a month per client.
Karbon AI drafts replies and sums up long client threads inside the firm's practice system. Team plan $59£44€53A$85C$83 a user a month billed annually.
Clients sign a proposal and agreement online, add a bank account or card, and are billed automatically. $0£0€0A$0C$0 a month plus $5£4€4A$7C$7 a payment received.
Request lists, a client portal and built-in e-signature replace tax documents sent by email. Premium from $78£59€70A$113C$110 a month for 3 users.
Financial Cents creates each quarter's estimate job and follows up with clients automatically, behind the firm's own due-date list. $69£52€62A$100C$98 a month.
ChatGPT, Claude or Gemini turns your notes on systems and staff into a first draft of the firm's security plan for a partner to finish. Free to $20£15€18A$29C$28 a month.