AI tax operations for modern CPA firms
Turn client books into review-ready tax workflows.
CPA Genie offers connected solutions for accounting, business tax, and personal tax preparation. Firms can collect documents, organize client books, prepare CPA-ready tax packages, and use AI to highlight what changed before review and submission.
Multi-tenant firm and client workspaces
AI assisted analysis with CPA approval
Connected QuickBooks, Zoho, and uploads
Solutions
Choose the tax workflow your firm needs first.
Built for tax season pressure
One operating layer for intake, preparation, review, and insight.
CPA Genie is designed for firms that manage many client entities at once. It organizes each business, owner, tax year, return type, preparer, reviewer, and document trail so teams can work from the same source of truth without mixing client data.
Capability suite
Everything your firm needs before the CPA signs off.
Firm and client onboarding
Invite firm admins, CPAs, preparers, reviewers, business users, and individual clients into separate secure workspaces with entity-specific tax checklists.
Review-ready tax workflow
Move each return from intake to preparation, CPA review, client approval, filing, and final delivery with visible assignments and status.
AI search and tax analytics
Ask what changed from prior years, which expense categories rose, where tax exposure looks high or low, and which source documents are missing.
Background accounting bots
Prepare for always-on data retrieval from QuickBooks, Zoho, and other platforms while still supporting manual profit and loss, balance sheet, and source document uploads.
Document intelligence
Extract and summarize uploaded business documents, tax forms, workpapers, statements, and receipts so the prep team can focus on exceptions.
Tenant-aware controls
Keep every firm, client, business entity, and assignment separated with audit trails, role-based access, encrypted storage, and CPA approval checkpoints.
Tax assembly line
From raw books to CPA-reviewed output.
CPA Genie structures the messy middle of tax work. It collects data, maps documents to the right entity, tracks missing items, highlights unusual year-over-year movements, and routes the package to the right CPA for final judgment.
ConnectQuickBooks, Zoho, uploads, and client forms
ClassifyS corp, C corp, LLC, partnership, individual
AnalyzeVariance, expenses, deductions, missing data
ReviewAssign preparer, reviewer, default CPA, partner
ApproveClient approval and final tax package delivery
Insight layer
Ask better questions of every client file.
What changed?
Compare revenue, payroll, contractors, deductions, and owner distributions against prior tax years.
Where is spend rising?
Spot categories with higher expenses, missing receipts, or transactions that need CPA attention.
Where is tax exposure different?
Surface clients where estimated tax, entity selection, or classification changes may need review.
Firm types
Serve business and individual clients without losing context.
Each client can be categorized by entity type and service needs, then assigned to a default CPA or routed to preparers and reviewers based on workload.
S corporation
C corporation
LLC
Partnership
Sole proprietor
Individual return
Multi-entity owner
Bookkeeping plus tax
Plans
Start with the workflow your firm needs today.
Early bird offer
70% off for the first 6 months for CPA firms moving early.
Launch CPA Genie for up to 25 users per firm with onboarding, connected accounting workflows, CPA review routing, and optional AI analytics included by tier.
Silver
For CPA firms standardizing client intake, connected books, and return routing.
Core workflow
$199
$59.70
per month for 6 months
- Document checklist tracking
- QuickBooks and Zoho-ready architecture
- Return assignment workflow
- CPA review and approval routing
Platinum
For growing firms that want AI analytics, governance, integrations, and audit controls.
Everything in Silver plus
$250
$75
per month for 6 months
- AI search and analytics
- Tenant-specific governance
- Custom integrations
- Advanced audit and data controls
Intelligence Studio
New AI workflows built around CPA judgment.
Intelligent onboarding with guided setup
Build firm, CPA, preparer, reviewer, and client profiles faster with entity-specific intake paths for S corps, C corps, LLCs, partnerships, and individual returns.
AI chat for instant tax file insights
Ask which documents are missing, what changed from last year, why margins moved, and which clients need a CPA review before approval.
Auto-created workpapers and cost allocation
Turn connected books and uploaded statements into draft workpaper projects, cost categories, exception queues, and review-ready prep tasks.
Continuous books quality checks
Watch for unusual expense spikes, uncategorized transactions, duplicate vendors, missing receipts, and quarter-end cleanup items before tax season.
Profit analytics tailored to each business
Compare profit by customer, class, location, service line, and tax year so firms can explain what is driving higher or lower taxable income.
See CPA Genie in action
Bring your firm, clients, and tax data into one AI-assisted workflow.
Share your details and the ClAppOne team will follow up with a guided walkthrough for your CPA firm.