Accounting & CPA Firms
You Help Clients Optimize Their Finances. Who’s Optimizing Yours?
CPA firms and accounting practices face a painful irony: they are experts at financial efficiency for clients, yet their own billing, timekeeping, and workforce operations often run on spreadsheets and disconnected tools that cap firm capacity.
Book an Industry DemoOperational Problems
The challenges accounting & cpa firms face every day.
Client Onboarding Is a Bottleneck
Every new engagement starts with manual intake — emails, PDFs, spreadsheets — slowing time-to-billing.
Tracking Time Across Dozens of Clients
Staff switch between many client engagements daily. Without automated project-level tracking, time gets misallocated or lost.
Tax Season Capacity Destroyed by Admin
During peak periods, partners spend hours on billing and collections instead of client work.
How EXP Helps
Recommended EXP Applications
Start with the app that solves your biggest challenge. Connect more as you grow.
EXP ERP
Start HereStructured Engagements From Day One
Clients, matters, and engagements in one workspace with billing templates ready to go.
AI Revenue
Add When NeededStructured Billing
Invoices produced from approved time entries automatically — reducing billing cycle time from days to hours.
Timepilot IQ
Add When NeededProject-Level Time
Staff log time by client and project. Billable vs. non-billable is classified automatically.
Workforce AI
Add When NeededSurvive Tax Season
Automated scheduling and onboarding keeps HR overhead flat as client volume spikes.
Industry Workflow
How Information Moves Through EXP
From the first step to the last, see which EXP application handles each part.
COMPLIANCE
Compliance Considerations
EXP is designed to support the operational and financial-control requirements relevant to accounting & cpa firms. We only claim compliance support that can be substantiated — confirm your specific configuration during your demo.
Connects With Your Existing Tools
EXP complements the systems your industry already runs on.
ROI & Business Impact
Verified capabilities, industry statistics, and clearly labeled illustrative outcomes.
3x
faster structured client onboarding (illustrative)
IllustrativeAutomated
time-entry-to-invoice flow with no manual reconciliation (verified capability)
Verified capability0
manual invoice reconciliation steps (verified capability)
Verified capabilityFAQ
Frequently Asked Questions
See EXP for Accounting & CPA Firms
Book a focused 30-minute demo built around your industry and your specific operational challenge.