---
description: Review of CPA Relay 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 Relay | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Actuarial Software](/directory/4334/accounting-practice-management/software) > [CPA Relay](/software/777008/CPA-Relay)

# CPA Relay

Canonical: https://www.softwareadvice.ie/software/777008/CPA-Relay

> CPA Relay is a cloud-based client collaboration and billing platform built for small CPA firms and tax preparation practices. It consolidates engagement management, document collection, e-signatures, and invoicing into a single project-based workspace, replacing disconnected spreadsheets and email threads.

Core features include engagement management, document requests, client management, a client portal, time tracking, and invoicing with payment collection. The signature and approvals tool supports IRS-compliant Form 8879 e-signatures with Knowledge-Based Authentication (KBA) identity proofing, dual-spouse independent signing from a shared email address, and SHA-256 tamper-evident audit certificates archived per project — all without third-party per-envelope fees.

Clients access the platform through invitation-based links, with no software installation required on their end. Firms can manage the full client lifecycle from engagement letter to final payment in one place.

Support options are available to help users get started and resolve issues as they arise. CPA Relay suits small accounting and tax preparation firms looking to organize client workflows and billing in a single, structured platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Seveninblue

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Client Management
- Document Management
- For Accountants
- Task Management

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

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

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/777008/CPA-Relay)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/777008-CPA-Relay/> |
| en-AU | <https://www.softwareadvice.com.au/software/777008/CPA-Relay> |
| en-GB | <https://www.softwareadvice.co.uk/software/777008/CPA-Relay> |
| en-IE | <https://www.softwareadvice.ie/software/777008/CPA-Relay> |
| en-NZ | <https://www.softwareadvice.co.nz/software/777008/CPA-Relay> |

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