Everything the firm runs on, in one platform
CPARun consolidates the tools accounting firms usually stitch together — and adds the AI layer that lets you supervise instead of operate.
The books, kept for you
Bank activity flows in and is categorized, reconciled, and drafted into the general journal automatically. A proactive month-end review runs deterministic financial and compliance checks, applies multistate tax triggers, and produces a narrative — so you review conclusions, not raw data.
- Categorization tuned to 95%+ auto-post on real firm data
- Firm-specific coding rules (vendors, payroll, owner draws)
- Deterministic reconciliation and tie-out checks
- Month-end review with NJ / PA / NY tax triggers
A portal clients actually use
Secure document exchange, financial-statement delivery, and structured requests in one clean surface. Onboarding and W-9 collection can go out as one-time, no-login links, with sensitive tax IDs encrypted at rest.
- Financial-statement delivery to clients
- One-time no-login links for intake and W-9s
- Encrypted vendor / client tax IDs
- SMS-based two-factor authentication
Work that moves itself forward
Pipelines are configuration, not code — editable by your firm and overridable per client. Jobs, document requests, and client emails trigger from the answers clients give and the stage work reaches, not from someone remembering to act.
- Config-as-data pipelines, editable by staff
- Per-client overrides without forking templates
- Jobs triggered by organizer answers, not service selection
- Stage-based emails and messages built in
Onboarding that imports your books
We reconstruct each client's books from the systems you already run: chart of accounts, prior-year trial balance as the balanced opening anchor, current-year transactions and GL detail, and vendor coding rules. API pull where available, guided export where not.
- Pre-demo automation assessment per system
- Prior-year trial balance as the opening anchor
- Account-type classifier fallback when types are missing
- Generic CSV template for systems that can't connect
An assistant that knows your firm
A firm-scoped assistant works across clients and a knowledge base you curate — SOPs, policies, and vetted tax guidance. It drafts, answers, and looks up cross-client facts, and escalates to a CPA when a question calls for professional judgment.
- Client-scoped and staff-scoped modes
- Firm knowledge base: SOPs, policies, curated tax guidance
- Cross-client lookups (people, entities, cash position)
- Escalation to a human for advice-level questions
Privacy-first, by design
Client PII is tokenized out before any request reaches an AI model and restored on the way back, so identifying data never leaves in the clear. Every AI action is logged and attributable, with soft-delete, auto-flagging, admin alerts, and retention controls.
- Bidirectional PII tokenization around all AI calls
- Full, attributable AI activity logging
- Soft delete, auto-flagging, and admin alerts
- Retention controls (unflagged 1yr / flagged 7yr)
Want the deep-dive walkthrough?
A demo is the fastest way to see how these fit your firm's clients and systems.