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Awditify for Firms

Practice Management Software for Canadian CPA Firms & Bookkeepers

Run onboarding, engagements, recurring work, billing, profitability, and client relationships from one platform — with a firm AI copilot and unlimited client entities. From $49/month, 50% off your first 6 months.

Unlimited clients · no per-client fees · cancel anytime

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Engagement boards

Visual control across stages, owners, blockers, and next actions — with task dependencies and SLA alerts.

Recurring work

Engagement and task templates for tax, audit, review, advisory, and compliance — scheduled and rolled forward automatically.

WIP & profitability

WIP aging, realization, write-up/down, retainers, and engagement profitability so recorded effort turns into revenue.

Firm AI copilot

Conversation history, controlled context, save-as-proposal workflows, and explainable client health scoring.

Awditify for Firms · for CPA and bookkeeping practices

Practice management, with your clients’ books included.

Every firm plan comes with client books on Awditify Bookkeeping, from 10 on Essentials to 58 on Max. Keep the books yourself, ask clients to connect their bank from a link you send, and give them live, view-only financials instead of a PDF once a quarter.

Practice Essentials $49/mo $24.50/mo for your first 6 months 10client books included 10 on Starter 3 team members 10 GB storage 500K AI tokens a month 15 modules Worth $150 a month at list price Practice Growth $149/mo $74.50/mo for your first 6 months 21client books included 16 on Starter 4 on Growth 1 on Professional 10 team members 25 GB storage 1M AI tokens a month 19 modules Worth $415 a month at list price Practice Pro $299/mo $149.50/mo for your first 6 months 40client books included 28 on Starter 8 on Growth 4 on Professional 25 team members 100 GB storage 5M AI tokens a month 22 modules Worth $888 a month at list price Practice Max $499/mo $249.50/mo for your first 6 months 58client books included 40 on Starter 10 on Growth 8 on Professional 50 team members 250 GB storage 10M AI tokens a month 22 modules Worth $1,362 a month at list price

How a client book works

  1. Your firm

    Add the client

    Create their book on Starter, Growth or Professional. It counts against the books your plan includes.

  2. Your client

    They connect their bank

    Send a request link. Your client signs in and connects their bank accounts, so you never chase statements.

  3. Your firm

    You keep the books

    Transactions arrive from the connected bank. Review, reconcile and close from the practice workspace in Accountant view.

  4. Your client

    They watch it live, view only

    Clients see live financials in plain words. They can look, download and ask, but they can’t change a thing.

A home page for every role

Billing, collections and sign-offs, waiting for you when you open the day.

  • Engagement board and templates
  • Recurring work on a schedule
  • One-click timer and timesheets
  • Reviews with notes and sign-off
  • Billing from approved time only
  • Bank connection requests to clients
  • View-only client financials
  • Client portal and document requests
  • E-signatures, DocuSign and Adobe Sign
  • Deadline centre and SLA alerts
  • Team capacity and utilization
  • Email triage for Outlook and Gmail

More on email triage, firm communication and the firm knowledge base. Moving a practice over? See how switching works.

Intake, onboarding & templates

Client onboarding workspaces with repeatable flows
Engagement templates & template-driven creation
Recurring engagement schedules
Recurring task templates
Engagement letter generation + signing
Reusable tenant templates & defaults

Engagement delivery & workflow control

Engagement boards & task dependencies
Bulk status updates & workflow control center
Client approval workflow before finalization
Secure file sharing with expiry & access tracking
SLA alerts & Deadline Centre
Workpapers, trial balance & GL import

Billing, WIP, retainers & profitability

Approved-time-only invoicing
Billing control & pre-bill decisions
WIP aging & realization reporting
Engagement profitability & service-line margin
Staff utilization actual vs target
Retainer funding, drawdown & write-offs

Reports, analytics & leadership visibility

Partner reporting & firm analytics
Firm custom reports & management report packs
Scheduled report delivery by email
Resource & capacity planning views
Deadline visibility & service backlog
Firm-wide operating dashboards

Client management & growth

Explainable client health scoring
Relationship notes & client campaigns
Document requests & client collaboration
Post-engagement NPS & CSAT surveys
Survey analytics as a report data source
Prospects, referrals & meetings

AI, e-sign & firm controls

Firm AI Copilot with context source groups
Save-as-proposal approval & apply flows
Automation rules & unified deadline sync
Internal & external e-sign (DocuSign, Adobe Sign)
Team management & access controls
Firm settings, security & integrations

CPA firm software Canada

Practice management, audit workflow, billing, and client bookkeeping in one platform

Awditify gives Canadian CPA firms and bookkeeping practices a multi-client dashboard for engagements, recurring work, WIP, billing, profitability, document requests, AI workflows and integrated bookkeeping.

Use Awditify when you need audit software for CPA firms, workflow software for accounting firms Canada, billing software for accounting firms, expense tracking for accountants and client-ready cloud bookkeeping records.

Engagement management software Boards, task dependencies, recurring work and approval workflows. Billing platform for accountants WIP aging, retainers, time and billing, realization and profitability. Accounting firm analytics Partner dashboards, management report packs and scheduled reports. Secure firm controls E-signatures, file sharing, integrations and role-based access. Karbon alternative Compare practice management, billing, AI and integrated bookkeeping. Jetpack Workflow alternative Compare recurring work, engagement delivery and firm reporting. Canopy alternative Compare Canadian firm workflows, WIP and AI copilot features. Client bookkeeping software Invoicing, GST/HST, payroll and bank reconciliation for client books.

Firm operations features

Communication, knowledge, email triage, and integrations

Email Triage Shared Outlook and Gmail inbox with assignment, status, follow-up dates, and engagement links. Firm Communication Direct messages, group threads, firm-wide announcements, mentions, and communication logs. Firm Knowledge Base Procedures, contacts, links, files, and tables in one searchable workspace with access controls. Bookkeeping Knowledge Base Client-specific notes, supplier contacts, portal links, and references for each bookkeeping client. Microsoft Outlook Integration Sync Outlook mailbox into shared triage and manage Outlook calendar events from within Awditify. Google Workspace Integration Connect Gmail and Google Calendar to Awditify for shared email triage and calendar management.

Firm plans for any practice. Unlimited clients.

From$49/month

No per-client fees. Add as many client entities as your practice needs.

  • Practice Essentials $49
  • Practice Growth $149
  • Practice Pro $299
  • Practice Max $499

50% off your first 6 months · 2 months free on annual billing

Start firm trial See firm pricing

7-day free trial on every plan

Comparing your options?

See how Awditify for Firms stacks up

See how Awditify gives your practice templated delivery, billing discipline, AI assistance, and leadership visibility — all in one place.

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