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. $149/month, 50% off your first 6 months.
Unlimited clients · no per-client fees · cancel anytime
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.
Intake, onboarding & templates
Engagement delivery & workflow control
Billing, WIP, retainers & profitability
Reports, analytics & leadership visibility
Client management & growth
AI, e-sign & firm controls
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.
One firm plan. Unlimited clients.
No per-client fees. Add as many client entities as your practice needs.
50% off your first 6 months · 10% off annual billing
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Ready to run your firm on one platform?
See how Awditify gives your practice templated delivery, billing discipline, AI assistance, and leadership visibility — all in one place.