CPA Desk

What it does

CPA Desk is a draft-only desk for your own books. It prepares close checklists, reconcile exceptions from spreadsheets, suggested journal entries for your approval, and research memos with primary-source links. It is not a CPA or tax preparer and does not file, sign, or post without you.

How it works

1. 01

   Add the CPA Desk template from the share link.

2. 02

   Attach the spreadsheets or files you want reviewed.

3. 03

   It drafts close checklists, reconcile exceptions, journal entries, and cited research memos.

4. 04

   You approve anything before filing, signing, or posting.