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Every tool in the directory (10,042). Filter by category and price, or search by what you want to do.

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60 tools for “CPA Firms”

Few tools use these exact words, so these also include tools that match what you mean.

CPA Pilot
AI tax assistant for CPAs, EAs and tax firms
Free trial · $29/moLegal, finance & HRMade in United States
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Clio
Legal practice management with the Vincent AI legal assistant
Free trialLegal, finance & HRMade in Canada
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Paxton
AI legal assistant for research, drafting and document analysis
Free trial · $499/moLegal, finance & HRMade in United States
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IP Author
AI patent drafting and office action response software
Free trial · $4800/yrLegal, finance & HR1 views1 clicks to the website
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Kadoa
AI agents that build and maintain web data pipelines for finance
Free trialData & analytics
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Clara
AI scheduling assistant you CC on email to book meetings
Free trial · $80/moProductivityMade in United States
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Kaizan
Client success software with AI helpers for agencies and service firms
Free trialLegal, finance & HR1 views
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CrelateNew
Recruiting CRM and ATS with AI agents for staffing firms
Free trial · $85/moLegal, finance & HRMade in United States
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Voolt
AI website builder and automated Google and Meta ads for local firms
Free trial · $7/moMarketing
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Automation Anywhere
Cloud RPA and agentic process automation for enterprises
Free trialAgents & automation2 views1 clicks to the websiteMade in United States
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Lexis+ with Protégé
LexisNexis legal research and drafting platform with Protégé AI
Free trialLegal, finance & HRMade in United States
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Teamwork.comNew
Client project management with AI for resourcing and profitability
Free trialProductivityMade in Ireland
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DodonaiNew
Legal AI for deposition summaries, medical chronologies and firm workflows
Free trialLegal, finance & HR
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JIFFYAI
AI client engagement and onboarding suite for wealth management firms
Free trialLegal, finance & HR
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KalturaNew
Enterprise video platform with AI avatars and agentic workflows
Free trialVideo1 views1 clicks to the websiteMade in United States
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JinneeNew
First-line support chatbot built for banks and fintech firms
Free trialCustomer support
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Rocket LawyerNew
Legal membership with AI Q&A, contract review and attorney access
Free trialLegal, finance & HRMade in United States
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Ledger IQNew
AI trial balance mapping that exports to Lacerte, UltraTax and Drake
Free trialLegal, finance & HRMade in United States
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LexWorkplace
Law firm document and email management with built-in AI
Free trial · $395/moLegal, finance & HR
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Recruit CRMNew
Applicant tracking and CRM for recruiters, with built-in AI agents
Free trial · $95/moLegal, finance & HR
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missionX
Operations platform for project-driven firms, with AI add-ons
Free trialLegal, finance & HR
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Prosaic
AI-native ledger for accounting firms and bookkeepers
Free trialLegal, finance & HRMade in New Zealand
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StaffingLeadsNew
AI business-development agent for staffing firms
Free trial · $197/moSalesMade in United States
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TembooNew
AI coding agent for embedded firmware that knows your board and SDK
Free trialCodingMade in United States
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Base64.aiNew
Document AI that turns PDFs, images and forms into JSON
Free trialData & analyticsMade in United States
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TraderstatsNew
Trading journal with AI feedback for futures prop firm traders
Free trialLegal, finance & HR1 views1 clicks to the website
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Blue J
Generative AI tax research assistant for accountants and lawyers
Free trial · $1498/yrLegal, finance & HRMade in Canada
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Simpla
AI tax and accounting advisor with human sign-off
Free trial · $18.99/moLegal, finance & HR
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WorkorbNew
AI proposal writing and RFP review for architecture and engineering firms
Free trial · $175/moLegal, finance & HR
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BRYTER
AI assistant and no-code workflows for legal and compliance teams
Free trialLegal, finance & HRMade in Germany
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