Tax deadlines and audit deliverables do not wait for disorganized engagement tracking. OptiServe AI gives CPA firms a central engagement calendar, client document portal, staff utilization tracking, and automated billing so your team hits every deadline without heroic last-minute scrambles.
✓ 30-day free trial | No credit card required | Cancel anytime
Engagement tracking, client portals, staff utilization, deadlines, and billing — all in one place.
Log every tax return, audit, review, and compilation with due dates, extensions, and responsible staff. Deadline alerts go to the staff member and manager — never discover a missed deadline at 11 PM.
Clients upload W-2s, 1099s, bank statements, and prior returns through a branded portal. Documents land in the right engagement folder automatically — end the email attachment archaeology.
Staff log billable and non-billable time by engagement and task. Utilization dashboards show hours worked, hours billed, and realization rate — without a separate time tracking system.
Generate and send engagement letters for e-signature. Track signed vs. unsigned letters and retainer deposits before work begins. Compliance with AICPA practice standards starts here.
Invoice by hourly, progress, or fixed-fee arrangement per engagement. Billing exports to QuickBooks Online. Track WIP, unbilled time, and AR aging per client from one dashboard.
See revenue per service line, average fee per engagement, staff efficiency, and client profitability rankings. Know which engagements and client relationships drive your firm's margin.
Solo practitioners to small firms — no per-staff seat fees.
For solo CPAs and bookkeepers managing fewer than 100 active clients.
For growing accounting firms with 2-5 staff and a mix of tax and advisory services.
For established CPA firms with audit, tax, and advisory divisions.
For large multi-office accounting firms needing custom integrations and white-label portals.
All plans include a 30-day free trial. No credit card required.
Tax practices, audit firms, and full-service CPA firms.
"The client document portal cut the time my team spends requesting documents from 12 hours per tax season to under 2. Clients upload everything in one place and we know exactly what is missing."
"Engagement deadline alerts caught two extension deadlines that my team nearly missed during a particularly heavy April. The system flagged them five days out. We filed with time to spare."
"Practice profitability reports showed us that three of our largest clients by revenue were actually our lowest-margin engagements. We renegotiated fees and recovered $28,000 in annual margin."
Get your engagement calendar, client portal, and billing running before the next season opens.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime