# OfficeHQ AI

> OfficeHQ AI Inc. is a software company based in Calgary, Alberta, Canada. It makes financial work simpler for firms, businesses and households. It builds CPA Buddy, practice management software for bookkeeping, accounting and CPA/tax firms worldwide, and publishes free financial calculators.

Key facts:

- Legal name: OfficeHQ AI Inc.
- Flagship product: CPA Buddy (https://cpabuddyai.com/), built by OfficeHQ AI Inc.
- CPA Buddy offers a 30-day free trial with no credit card required
- Planned calculators, not yet available: Compound interest calculator, Retirement savings calculator, RRSP vs TFSA calculator, Mortgage payment calculator, Unbilled time cost calculator, Late-filing penalty estimator, Team capacity planner
- Contact: hello@officehq.ai
- Not to be confused with OfficeHQ (officehq.com), an unrelated Australian virtual reception company

## Company site

- [Home](https://officehq.ai/): What OfficeHQ AI does and an overview of CPA Buddy
- [CPA Buddy overview](https://officehq.ai/products/cpa-buddy/): Who CPA Buddy is for, the problems it solves, its main features and an FAQ
- [Free financial calculators](https://officehq.ai/tools/): Directory of calculators for wealth & investing and for businesses, and the standards they are built to

## CPA Buddy

- [CPA Buddy website](https://cpabuddyai.com/): CPA Buddy is practice management software that brings clients, deadlines, documents, time and billing into one system for bookkeeping, accounting and CPA/tax firms.
- [CPA Buddy llms.txt](https://cpabuddyai.com/llms.txt): Product summary for automated assistants
- [How CPA Buddy tracks deadlines](https://cpabuddyai.com/solutions/never-miss-a-deadline/): Filing dates are tracked automatically for every client, with reminders before they are due, so nothing depends on memory.
- [Timesheets and billing in CPA Buddy](https://cpabuddyai.com/features/timesheets-and-billing/): Weekly timesheets with manager approval turn into invoices in one click, instead of being reconstructed at month end.
- [Collecting client documents](https://cpabuddyai.com/solutions/document-collection/): Clients upload files through a secure link with no account needed, and automatic reminders replace the follow-up emails.
- [Tax practice management](https://cpabuddyai.com/features/tax-practice-management/): Workflow templates, built-in review steps and tax research across the CRA, IRS, HMRC and ATO move every return from intake to sign-off.
- [Workflow automation for firms](https://cpabuddyai.com/features/workflow-automation/): Design a workflow once with a drag-and-drop builder, then assign it to every client and track progress live.
- [Client management](https://cpabuddyai.com/features/client-management/): Contacts, engagements, files and emails live together, and inbound email matches to the right client automatically.
- [Meet the CPA Buddy assistant](https://cpabuddyai.com/features/ai-assistant/): Ask in plain language to find a client, check an engagement, or research CRA and IRS rules, and get answers in seconds.
- [Security and compliance](https://cpabuddyai.com/features/security-compliance/): Role-based access, a firm-wide audit trail and data residency in the USA and Canada.
- [CPA Buddy pricing](https://cpabuddyai.com/pricing/): Current plans
- [CPA Buddy comparisons](https://cpabuddyai.com/compare/): Side-by-side comparisons with other practice management software

## Optional

- [Sitemap](https://officehq.ai/sitemap-index.xml): Every page on this site
- [CPA Buddy help docs](https://cpabuddyai.com/docs/): How to use the product