CPA Hub

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Existing practice management software manages the work. CPA Hub manages the obligations the work creates: your security plan, your client permissions, and the proof of both. Every tax preparer is required by the FTC to keep a Written Information Security Plan (WISP). CPA Hub builds yours with you, keeps it current through the year, and produces a one-page summary of what an examiner would ask and what your records show. Federal law requires a client's written permission before their return data goes to a lender or a financial advisor, and proof that you have it (IRC §7216). CPA Hub collects that permission, lets the client choose how long it lasts, blocks a share that isn't covered, and stops access when the client withdraws it. Around that, the everyday tools a small firm runs on: client portals and e-signatures, document requests, AI that reads uploaded tax forms, workflow templates, invoicing with online card and bank payment, a QuickBooks Online connection that imports your customers and shows their financials, and firm reporting. Pricing is by the number of clients you serve, never by the number of people on your team. Add staff and your bill doesn't change. Built for firms with 2 to 8 preparers. Every firm gets a direct phone line to the people who build the product.