The Community for AI-Forward CPA Firms
Join the fastest-growing group of CPA firm owners building AI into their workflows securely, sharing what's working, and learning together.
What You Get
Step-by-step implementation guides for automating tax prep, client onboarding, document processing, and more.
Connect with firm owners who are actually doing this. Share what's working, ask questions, get honest answers.
Tested reviews of AI tools built for accounting. No affiliate fluff — just what works and what doesn't.
Get unstuck fast. Post your challenge and get feedback from peers and the automate.cpa team.
Every workflow and tool recommendation is built around IRS compliance, FedRAMP, and PII protection.
Be first to test new automations, templates, and workflows before they're released publicly.
Who This Is For
CPA firm owners doing $1M–$10M+ in revenue
Managing partners who control technology decisions
Firms drowning in compliance work during busy season
Owners who know AI is coming but don't know where to start
Firms that tried ChatGPT but need a compliant, systematic approach
Choose Your Plan
Full access to the community, playbooks, and peer network.
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