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, engagement letters, client portal, deadlines, and more.
No credit card required U.S.-based support No per-user fees 14-day free trial
CPApex is built on enterprise-grade, compliant infrastructure
256-bit AESEncryption at Rest
TLS 1.3Encryption in Transit
SOC 2 Type IICertified Infrastructure
HIPAA ReadyHealthcare Compliant
U.S.-BasedSupport & Hosting
Everything Your Firm Needs
11 powerful modules, one seamless platform. No more juggling 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.
EngageDocs
E-Signature
Send engagement letters for legally binding e-signatures. Clients sign online — no account needed. Team, Business & Enterprise.
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
See CPApex in Action
Watch CPApex Transform
How Your Firm Operates
See all 11 integrated modules in action — from client onboarding to invoice collection to e-signatures.
Demo Coming Soon
Full product walkthrough launching soon — book a live demo now
Live demo available — no commitment
Book Live Demo⚡
11 Modules
Fully integrated
🔒
Bank-Grade
Security built-in
📊
30 min
Average demo length
🆓
No Cost
Free trial available
Simple, Transparent Pricing
No hidden fees. No per-seat pricing surprises. Just straightforward value for your firm.
✓ No per-user fees✓ 1 location included✓ Additional locations $249/mo each
📝 6-month minimum agreement required.Monthly billing adds 18% vs. semi-annual.
Starter
$235/mo
Perfect for solo practitioners and small firms just getting started.
- Up to 3 users
- ClientHub CRM
- InvoiceDesk
- TimeTrack
- SecureDocs (10 GB)
- DeadlineIQ
- Email support
One-time onboarding: $399
Most Popular
Professional
$825/mo
For growing firms that need the full suite and team collaboration.
- Up to 10 users
- Unlimited clients
- All Starter features
- ClientConnect portal
- FirmPulse alerts
- ConnectIQ messaging
- GrowthDesk CRM
- SecureDocs (100 GB)
- Priority support
One-time onboarding: $599
Team
$1,179/mo
For firms scaling up with a mid-size team.
- Up to 15 users
- Unlimited clients
- All Professional features
- FirmPulse alerts
- ConnectIQ messaging
- SecureDocs (250 GB)
- Priority support
One-time onboarding: $799
Business
$1,887/mo
For established firms with larger teams and advanced workflow needs.
- Up to 25 users
- Unlimited clients
- All Professional features
- FirmHQ admin suite
- SecureDocs (500 GB)
- Dedicated onboarding
- Phone & priority support
One-time onboarding: $1,199
Enterprise
Custom
For larger firms and multi-office practices with advanced requirements.
- Unlimited users
- Everything in Business
- Unlimited storage
- Custom integrations
- Dedicated account manager
- SLA guarantee
- On-site training
One-time onboarding: Custom
No Credit Card Required
Not Ready to Commit? Try Free for 14 Days.
Get full access to all CPApex features for 14 days — zero risk, zero credit card, instant setup.
From Signed to Operationalin Under a Week
No lengthy implementations. No IT team required. Our onboarding team handles everything — you just show up. Questions? Email us at hello@cpapex.net
🎯01
Choose Your Plan
Pick the tier that fits your firm size. One flat monthly rate, no hidden costs.
⚡02
Account Setup
We provision your CPApex environment in minutes. Your onboarding specialist reaches out same day.
📂03
Import Your Data
Upload your client list via CSV or connect existing tools. We migrate your data — you keep working.
⚙️04
Configure & Train
We configure modules, set user roles, and run a live training session with your whole team.
🚀05
Go Live
Flip the switch. Fully operational, clients connected, team ready to run your firm on CPApex.
✓Average time from purchase to fully operational: 3–5 business 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 | ✕ | |||
| No per-user fees (flat rate) | ✕ | ✕ | ✕ | |
| Most popular plan | Professional ($82/user) | Plus | Business | Annual |
| 10-staff firm — monthly cost | $825 ($82/user) | $1,360 ($136/user) | $990 ($99/user) | $1,000 ($100/user) |
| Onboarding fee | $399–$1,199 | $400–$600 | $500–$2,000+ | $500–$1,500 |
| Minimum contract length | 6 months | 12 months | 12 months | 12 months |
| Built-in CRM + Lead tracking | ✕ | ✕ | ✕ | |
| Client portal included | ✕ | |||
| E-signature (EngageDocs) | ✕ | |||
| QuickBooks sync | ✕ | ✕ | ✕ | |
| Marketing & growth tools | Soon | ✕ | ✕ | ✕ |
| Deadline automation | ✕ | |||
| U.S.-based support | ✕ | ✕ | ✕ |
Pricing verified May 2026. Sources:TaxDome ↗Karbon ↗Canopy ↗· Individual plans may vary. Verify current pricing directly with each provider.