ClientHub
CRM
Manage every client relationship with a powerful, intuitive CRM built for accounting practices.
Purpose-Built for U.S. CPA Firms
Run Your Entire Firm
From One Platform
CPApex replaces 6+ disconnected tools with a single, seamlessly integrated platform — CRM, invoicing, time tracking, secure documents, client portal, deadlines, and more.
No credit card required 14-day free trial U.S.-based support No per-user fees
CPApex is built on enterprise-grade, compliant infrastructure
SOC 2 Type IICertified Infrastructure
256-bit AESEncryption at Rest
TLS 1.3Encryption in Transit
HIPAA ReadyHealthcare Compliant
U.S.-BasedSupport & Hosting
Everything Your Firm Needs
10 powerful modules, one seamless platform. No more juggling between disconnected tools.
InvoiceDesk
Invoicing
Create, send, and track professional invoices with automated reminders and payment tracking.
TimeTrack
Timecards
Accurate time tracking for billable hours across all projects, clients, and team members.
SecureDocs
File Sharing
Bank-level encrypted document storage and sharing — IRS notices, tax returns, and more.
ClientConnect
Client Portal
Give clients a branded self-service portal to upload docs, view invoices, and communicate.
FirmPulse
Notifications
Smart alerts for deadlines, client actions, overdue payments, and team task completion.
DeadlineIQ
Deadlines
Never miss a filing deadline again — automated tax calendar with IRS and state deadlines.
ConnectIQ
Communications
Secure in-platform messaging between your team and clients — all archived and searchable.
GrowthDesk
Leads & Marketing
Track prospects, manage referrals, and grow your firm with built-in pipeline management.
FirmHQ
Admin
Centralized firm administration — user roles, permissions, billing, and configuration.
Why CPA Firms Choose CPApex
Save Time
Eliminate repetitive admin tasks with smart automation. Spend more time on billable work and client advisory — not chasing paperwork.
- Automated invoice reminders
- Smart deadline tracking
- One-click client onboarding
Grow Revenue
Capture every billable minute with accurate time tracking and streamline lead conversion with integrated CRM tools.
- Stop leaking billable hours
- Faster invoice collection
- Built-in referral tracking
Stay Compliant
Maintain compliance with encrypted data storage, audit trails, and automated tax calendar deadlines for all jurisdictions.
- Bank-grade encryption
- Full audit trails
- IRS deadline automation
Up and Running in Days, Not Months
Getting started with CPApex is simple. Our onboarding team guides you every step of the way.
01
Sign Up
Create your CPApex account in minutes. No credit card required to start your free trial.
02
Configure
Set up your firm profile, import clients, and configure the modules that matter most to you.
03
Go Live
Invite your team, connect your clients, and start running a more efficient practice today.
Simple, Transparent Pricing
No hidden fees. No per-seat pricing surprises. Just straightforward value for your firm.
Starter
$99/month
Perfect for solo practitioners and small firms just getting started.
- Up to 50 clients
- ClientHub CRM
- InvoiceDesk
- TimeTrack
- SecureDocs (10 GB)
- DeadlineIQ
- Email support
Most Popular
Professional
$199/month
For growing firms that need the full suite and team collaboration.
- Unlimited clients
- All Starter features
- ClientConnect portal
- FirmPulse alerts
- ConnectIQ messaging
- GrowthDesk CRM
- SecureDocs (100 GB)
- Priority support
- Up to 10 users
Enterprise
Custom
For larger firms and multi-office practices with advanced requirements.
- Everything in Professional
- FirmHQ admin suite
- Unlimited users
- Unlimited storage
- Custom integrations
- Dedicated account manager
- SLA guarantee
- On-site training
All plans include a 14-day free trial. No credit card required.
Loved by CPA Firms Across Virginia
“CPApex transformed how we run our firm. We eliminated the chaos of juggling multiple tools and finally have full visibility into every client's status at a glance.”
“The deadline tracking alone is worth every penny. We used to rely on spreadsheets — now everything is automated and nothing falls through the cracks.”
“Our clients love the portal. They can upload documents, view invoices, and message us all in one place. Onboarding time dropped from weeks to days.”
Why Firms Choose CPApex
Over the Alternatives
TaxDome, Karbon, and Canopy each do pieces of what you need. CPApex does all of it — built specifically for U.S. CPA firms.
| Feature | CPApex | TaxDome | Karbon | Canopy |
|---|---|---|---|---|
| Built for U.S. CPA firms | ✕ | |||
| Flat monthly pricing | ✕ | ✕ | ✕ | |
| Built-in CRM + Lead tracking | ✕ | ✕ | ✕ | |
| Client portal included | ✕ | |||
| E-signature (EngageDocs) | ✕ | |||
| QuickBooks sync | ✕ | ✕ | ✕ | |
| Marketing & growth tools | ✕ | ✕ | ✕ | |
| Deadline automation | ✕ | |||
| U.S.-based support | ✕ | ✕ | ✕ |
* Comparison based on publicly available feature lists as of 2025. Individual plans may vary.
See CPApex in Action
Book your free personalized demo and see how CPApex can transform your practice.