Now Powered by Azure AI + Claude AI

The ONLY AI Accounting Platform Built Exclusively for CPA Firms and Their Clients.

Stop chasing documents. Stop entering data manually. Give your clients a portal that makes them feel taken care of — and give yourself a firm that runs itself.

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Trusted tech stack

Azure Cloud

Claude AI

DocuSign

SOC 2 Ready

Active Clients

↑ 8 this month

Revenue Tracked

$88K

↑ 12% vs last month

Docs Processed

214

↑ AI extracted

Pending Reviews

Action needed

Client Status

GreenPath ConsultingFiled

Rivera & AssociatesDocs Pending

Apex Holdings LLCIn Review

Chen Family TrustFiled

Metro Dental GroupDocs Pending

Ask Your Books™ — AI Insight

"Which clients have outstanding invoices over 30 days?"

3 clients flagged: Rivera ($2,400), Metro Dental ($1,800), Apex ($3,200). Total outstanding: $7,400. Want me to draft follow-up emails?

Sound Familiar?

The reality of running a CPA firm
before SmartBooks 360

Every CPA firm struggles with the same problems. Until now.

Chasing documents over email

Sending the same follow-up to 40+ clients every tax season. Again and again.

Deadlines tracked in spreadsheets

Managing 50 client tax calendars manually. One missed deadline costs you the client.

Manual data entry all day

Re-typing W-2s, 1099s, and bank statements. Hours of work that should take seconds.

No visibility into client status

Which clients still need to upload? Who's behind on documents? You're always guessing.

Invoicing is a separate headache

Switching between your accounting software and billing tools every single day.

Staff workload out of balance

No clear picture of who's overloaded. Projects fall through the cracks.

See how SmartBooks 360 solves all of this

How It Works

One platform. Three intelligent layers.
Built for CPA firms that mean business.

SmartBooks 360 isn't just software — it's a complete accounting intelligence system, engineered from the ground up exclusively for accounting firms.

Layer 1

Data Ingestion

Clients upload documents. AI reads them instantly. Zero manual entry.

Smart Document UploadClients upload W-2s, 1099s, bank statements from their secure portal

Azure AI ExtractionAzure Document Intelligence scans and pulls every field automatically

Claude AI ValidationAI cross-checks data, flags anomalies, assigns confidence scores

Client ConfirmationClient reviews and confirms — then it routes to you for final approval

All Entity TypesIndividual, SMLLC, Partnership, S-Corp — IRS-accurate schemas for each

DocuSign Built-InEngagement letters sent and signed directly inside the platform

Layer 2

Accounting Engine

Books stay organized automatically. Always current. Always accurate.

Automated Journal EntriesExtracted data flows directly into organized journal entries

Live P&L StatementsProfit & Loss always up to date — no manual reconciliation needed

Balance SheetAssets, liabilities, and equity tracked and updated in real time

Tax Form Generation1120-S, 1065, Schedule C — generated from clean structured data

Tax CalendarAll client deadlines in one place — never miss a filing date again

Document ChecklistDynamic checklist per client ensures nothing gets missed before filing

Layer 3

AI Intelligence

Ask your financials anything. Answers in seconds, not hours.

Ask Your Books™AI chat lets clients ask financial questions in plain English — instantly

Anomaly DetectionAI flags unusual spending, duplicates, and suspicious transactions

Cash Flow ForecastingPredict cash position weeks ahead so clients plan smarter

AI Financial NarrativesPlain-English performance summaries auto-generated monthly

Deduction SuggestionsAI identifies missed deductions before you file — every time

Tax AssistantAsk tax questions grounded in your actual client data

AI Feature Spotlight

Meet Ask Your Books™

The future of accounting isn't dashboards — it's conversation. Your clients can ask their financial data anything, in plain English, and get instant answers powered by Claude AI. This is the feature that changes everything.

"What did I spend on marketing last quarter?"

"What's my estimated tax liability this year?"

"Which expenses increased the most vs last year?"

"Am I on track to hit my revenue goal?"

"What deductions am I missing before I file?"

Try It Free Book a Demo

Ask Your Books™

● AI Online

What were my top 3 expense categories last month?

Based on your October data, your top 3 were:

1. Payroll — $24,800 (41%)
2. Software & Tools — $6,200 (10%)
3. Marketing — $4,100 (7%)

Total expenses: $60,240. Payroll is up 8% vs September.

Any deductions I might be missing?

3 potential deductions detected:

· Home office — no deduction claimed yet
· Vehicle mileage — 0 miles logged this year
· Section 179 — $12,000 equipment purchase eligible

Want me to flag these for your accountant?

Ask anything about your finances...

Everything You Need

A complete platform — not a collection of tools

Everything your firm needs, built together, working together. No integrations required.

Dual Portal System

A firm dashboard for your team and a white-label client portal for your clients. Both work seamlessly together with real-time sync.

AI Document Extraction

Azure Document Intelligence + Claude AI work in tandem to extract, validate, and flag data from every document your clients upload.

Tax Calendar & Deadlines

Every client's filing deadlines in one place. Automated reminders so nothing slips through the cracks — ever.

Built-in Invoicing

Create, send, and track invoices directly inside SmartBooks 360. No need for a separate billing tool or workaround.

DocuSign Engagement Letters

Send and collect signed engagement letters automatically when a new client is onboarded. Fully integrated — no copy-pasting.

Staff Management

Assign clients to staff members, track workloads, and see who's handling what across your entire firm in real time.

Why SmartBooks 360

The only platform built for
AI-first CPA firms

Other tools were built for bookkeepers. SmartBooks 360 was built for the accountant who wants to run a smarter, faster, more profitable firm.

Feature	TaxDome	Karbon
AI Document Extraction
Ask Your Books™ AI Chat
Dedicated Client Portal
Firm + Client Dual Portal	~
Built-in Invoicing
Tax Calendar & Deadlines
Anomaly Detection AI
DocuSign Engagement Letters		~
Built exclusively for CPA firms

~ Partial support via third-party integration only. All SmartBooks 360 features are native and built-in.

Simple Pricing

Transparent pricing. No surprises.

Every plan includes the full SmartBooks 360 platform. Scale your limits as your firm grows. No per-user fees. Ever.

✦ Every Plan Includes

Firm & Client Portal

AI Document Extraction

Ask Your Books™ AI Chat

Built-in Invoicing

DocuSign Engagement Letters

Tax Calendar

Anomaly Detection AI

Cash Flow Forecasting

Starter

$349/mo

Perfect for solo CPAs and small firms just getting started with AI-powered accounting.

Up to 20 active clients

Ask Your Books™ — 25 Q/mo predefined

Custom branding +$99/mo

Email support

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The ONLY AI Accounting Platform Built Exclusively for CPA Firms and Their Clients.

The reality of running a CPA firmbefore SmartBooks 360

One platform. Three intelligent layers.Built for CPA firms that mean business.