10 deeply integrated CPApex modules that replace the patchwork of tools most firms struggle with.
Request a DemoCRM & Client Management
Every client. Every detail. One place.
ClientHub is the heart of your practice. Maintain rich client profiles with contact info, tax IDs, engagement history, notes, and documents — all instantly accessible.
Invoicing & Billing
Get paid faster. Every time.
Create polished, professional invoices in seconds. InvoiceDesk handles recurring billing, tracks payments, sends automated reminders, and gives you a clear view of your firm's receivables.
Time & Billing
Capture every billable minute.
Stop losing revenue to untracked hours. TimeTrack makes it effortless for your team to log time against clients and projects, with seamless conversion to invoices.
Document Management
Bank-grade security for sensitive documents.
Store, organize, and share client documents with military-grade encryption. SecureDocs eliminates the risk of email attachments and keeps all your files version-controlled and audit-ready.
Client Portal
Give clients a professional self-service experience.
Your clients get a branded, white-label portal where they can securely upload documents, view and pay invoices, send messages, and track the status of their engagements — on any device.
Smart Notifications
Stay on top of everything without the stress.
FirmPulse keeps everyone in the loop with intelligent, contextual alerts. From overdue invoices to client portal activity — get the right alert, to the right person, at the right time.
Tax & Filing Deadlines
Never miss a deadline again.
DeadlineIQ auto-populates your filing calendar with IRS and state deadlines for every client based on their entity type and fiscal year. Extensions, reminders, and team assignments built in.
Secure Communications
All conversations. Fully archived.
Replace insecure email with ConnectIQ's encrypted messaging platform. Team-to-client and internal team threads — all searchable, archived, and tied to the relevant client record.
Leads & Business Development
Coming SoonComing Soon — Grow your firm strategically.
Track prospects from first touch to signed engagement. GrowthDesk gives you a CRM pipeline for new business, referral source tracking, and campaign performance — built specifically for CPA firm growth.
Admin & Operations
Run your firm. Not just your clients.
FirmHQ is the command center for firm administrators. Manage user accounts, roles, permissions, billing, integrations, and firm-wide settings from one central hub.
CPApex is engineered to meet the security and compliance demands of U.S. CPA firms handling sensitive client financial and tax data.
Every file, record, and data point stored in CPApex is encrypted using AES-256 — the same standard used by the U.S. government and financial institutions.
All data moving between your browser and CPApex is protected by TLS 1.3, preventing interception or eavesdropping on every request.
CPApex is hosted on SOC 2 Type II certified cloud infrastructure, with continuous monitoring, availability guarantees, and third-party security audits.
Granular, 4-tier permission system (Owner → Admin → Staff → Client). Every user sees only what they need — nothing more.
Every login, document access, invoice change, and settings edit is logged with timestamp, user, and IP address — ready for your compliance reviews.
Protect every account with MFA. CPApex supports authenticator apps and email-based verification to prevent unauthorized access.
Built with healthcare-compliant data practices, making CPApex suitable for medical practice clients and multi-discipline advisory firms.
Inactive sessions are automatically terminated to prevent unauthorized access on shared or unattended devices.
EngageDocs uses cryptographically signed, timestamped signatures — legally binding and tamper-evident for engagement letters and tax returns.
Compliance & Certification Highlights
Book a personalized demo and we'll walk you through every module.
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