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By type of business · CPA & Tax Preparers
CPA and tax firms: survive the seasonal crunch
Tax season compresses a year of client contact into a few months. Documents, signatures and phone calls all peak at once.
Today
Staff chase documents by email, engagement letters go back and forth, phones ring constantly in March and April, and extensions are tracked in spreadsheets.
With sup3rapp apps
Each client gets a document checklist with uploads and reminders, engagement letters are e-signed with retainers collected, a tax-season front desk handles the call surge, extensions and deadlines are tracked per client, and tax-only clients get year-round planning offers.
Where most CPA & tax preparers businesses start
Document Collection Portal
Per-client checklist with uploads and automatic reminders.
Self-serve · runs on Starter · from $24/mo.
Build this appYouI run a CPA and tax practice. Staff chase documents by email.
sup3rappLet's start with Document Collection Portal. Per-client checklist with uploads and automatic reminders. Want me to set it up?
5 apps CPA & tax preparers businesses build with sup3rapp
Each starts from a plain-language description. Copy one, adjust it to how your business works, and sup3rapp builds, deploys and maintains it. Starter runs up to 3 live apps; with 4 or more, Growth covers up to 10.
PortalMost popular
Document Collection Portal
Per-client checklist with uploads and automatic reminders.
Describe it like this
Build a Document Collection Portal app for my CPA and tax business. Per-client checklist with uploads and automatic reminders.
Self-serve · runs on Starter · from $24/moBuild this app
Sales
Engagement Letter & e-Sign
Sends engagement letters and collects signatures and retainers.
Describe it like this
Build a Engagement Letter & e-Sign app for my CPA and tax business. Sends engagement letters and collects signatures and retainers.
Self-serve · runs on Starter · from $24/moBuild this app
Front desk
Tax-Season Front Desk
Answers the season's call surge and books appointments.
Describe it like this
Build a Tax-Season Front Desk app for my CPA and tax business. Answers the season's call surge and books appointments.
Done for you · Front Desk plan · $299/moHave it run for you
Operations
Extension & Deadline Tracker
Tracks extensions, estimates and filing deadlines per client.
Describe it like this
Build a Extension & Deadline Tracker app for my CPA and tax business. Tracks extensions, estimates and filing deadlines per client.
Self-serve · runs on Starter · from $24/moBuild this app
Marketing
Advisory Upsell
Year-round planning offers to tax-only clients.
Describe it like this
Build a Advisory Upsell app for my CPA and tax business. Year-round planning offers to tax-only clients.
Self-serve · runs on Growth · from $79/moBuild this app
Why a custom app instead of another CPA & tax preparers software subscription?
Industry software is built for the average CPA & tax preparers business. Yours is not average: your service area, your pricing, your triage rules and your way of talking to customers are what set you apart. A sup3rapp app is built around those, so you are not paying for features you skip or working around ones that do not fit.
| Buying packaged software | A sup3rapp custom app | |
|---|---|---|
| How it fits | Your process bends to the product | The app is built around your process |
| Getting started | Learn the software or hire someone to run it | Describe what you need in plain language |
| When things change | Wait for the vendor's roadmap | Describe the change; the app updates |
| What you pay for | Every feature, used or not | Only the apps you run |
| Hosting & upkeep | Your problem, or another vendor's | Deployed and maintained for you |
| Customer acquisition | Another tool, another bill | Optional promotion modules built in |
Related reading
The front desk that never sleeps: AI answering for service businesses
Missed calls are lost jobs. An AI front desk answers every call and text, triages the urgent ones and books the rest.
Dispatch without a dispatcher: AI scheduling for crews and techs
Coordinating who goes where is a full-time job in most service businesses. AI apps do most of it.
Other types of business
Run your CPA & tax preparers business on apps built for it.
Describe the job in plain language. sup3rapp builds the app, deploys it and keeps it running. Prefer it run for you? Our done-for-you lane sets it up and operates it.