---
description: Review of CPA Buddy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CPA Buddy | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Actuarial Software](/directory/4334/accounting-practice-management/software) > [CPA Buddy](/software/539616/CPA-Buddy)

# CPA Buddy

Canonical: https://www.softwareadvice.ie/software/539616/CPA-Buddy

> CPA Buddy AI is an AI-powered practice management portal built exclusively for CPAs, accountants, and bookkeepers who want to manage their practice with more clarity, control, and efficiency. It brings client management, tasks, engagements, document collection, deadlines, time tracking, billing visibility, and team workflows into one organized platform.

Instead of relying on scattered spreadsheets, emails, shared folders, and disconnected tools, CPAs, accounting firms, and bookkeeping teams can manage client work from one central portal. CPA Buddy AI helps teams see what needs attention, track progress across engagements, follow up on missing documents, stay on top of deadlines, and reduce the manual admin work that slows firms down.

The built-in AI assistant makes it easier for CPAs, accountants, and bookkeepers to quickly find client information, check task status, review deadlines, and understand what is happening across the practice.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: CPA Buddy

## Commercial Context

- **Starting Price**: CA$34.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United Kingdom, United States

## Features

- Access Controls/Permissions
- Accounting
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Client Management
- Client Portal
- Communication Management
- Configurable Workflow
- Customisable Templates
- Document Management
- Document Storage
- Document Templates
- Due Date Tracking
- Email Reminders
- Employee Management
- For Accountants
- For Tax Practices
- Project Management
- Reporting & Statistics

## Integrations (1 total)

- QuickBooks Online

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Actuarial Software](https://www.softwareadvice.ie/directory/4334/accounting-practice-management/software)

## Related Categories

- [Actuarial Software](https://www.softwareadvice.ie/directory/4334/accounting-practice-management/software)
- [Tax Practice Management Software](https://www.softwareadvice.ie/directory/4237/tax-practice-management/software)

## Reviews

### "Works like charm for our small firm" — 5.0/5

> **Norris** | *22 June 2026* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: It is a practical and easy-to-use platform for small accounting firms. I like that it focuses on real problems our firm deal with every day.
> 
> **Cons**: So far it is working pretty well for us. The team told us that they are creating more out of the box workflow templates.
> 
> We love the tool, everything is within reach and accessible with few clicks. support team replies and resolves within hours if there are any questions.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/539616/CPA-Buddy)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/539616-CPA-Buddy/> |
| en-AU | <https://www.softwareadvice.com.au/software/539616/CPA-Buddy> |
| en-GB | <https://www.softwareadvice.co.uk/software/539616/CPA-Buddy> |
| en-IE | <https://www.softwareadvice.ie/software/539616/CPA-Buddy> |
| en-NZ | <https://www.softwareadvice.co.nz/software/539616/CPA-Buddy> |

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