AI-Powered · White-Label · Built for CPAs

Your Firm.
AI-Powered.
Every Deduction Found.

Give your CPA firm a branded client portal powered by AI. Clients upload their documents — AI analyzes everything and surfaces every deduction. You review, approve, and deliver results your clients will remember.

Request Your Demo → See How It Works
✓ Your brand, your portal
✓ No AI expertise needed
✓ Live in 48 hours
portal.smithcpagroup.com
✓ AI Analysis Ready
24
Active Clients
$48k
Deductions Found
6.2h
Time Saved
JM
Johnson, M.
12 documents · AI complete
Ready to Review
RL
Rodriguez, L.
8 documents · Processing
Analyzing
TW
Thompson, W.
15 documents · Awaiting docs
Awaiting Upload
8+ hrs
Saved per client on average
$12k+
Additional deductions found per client
48h
Average time to go live
100%
Your branding, your portal
How It Works

From Upload to Approved Report in Minutes

Three simple steps — your clients do almost all the work, and AI handles the analysis.

1

Add Your Clients

Create client accounts from your CPA dashboard. The system generates a unique, branded portal link you send to each client. No technical setup needed on their end.

2

Clients Upload Documents

Clients visit their portal and drag-and-drop their financial documents — PDFs, spreadsheets, bank statements, images. The system accepts all standard formats.

3

AI Analyzes, You Approve

Our AI instantly extracts, analyzes, and surfaces every deduction opportunity. You review the structured report, add notes, approve or flag items, then share the final report with your client.

Features

Everything Your Practice Needs

Built specifically for CPA firms — not a generic AI tool bolted onto old software.

🏷️

Fully White-Label

Your firm's name, logo, and colors throughout. Clients see your brand — not ours. Custom subdomain included.

🤖

AI Deduction Analysis

Advanced AI reads and understands financial documents in any format. Surfaces deductions human reviewers commonly miss.

📁

Universal Document Upload

PDF, CSV, Excel, images, bank statements — clients upload what they have. No format conversion required.

✅

CPA Review Workflow

Approve, flag, or annotate each AI finding. Add professional notes before the final report reaches your client.

📊

Branded Client Reports

One-click report generation with your firm's branding. Share via link or PDF. Clients love the professional presentation.

🔒

Secure Client Portals

Each client gets a private, token-protected portal URL. Documents and data are isolated per client. Bank-grade security.

👥

Unlimited Client Management

Add, manage, and track every client from one clean dashboard. See document status, analysis progress, and report history at a glance.

⚡

Fast AI Processing

Powered by enterprise GPU infrastructure. Even large document sets are analyzed in minutes, not hours. No waiting for batch processing.

📱

Mobile-Friendly Client Portal

Your clients can upload from their phone with no app required. The portal works perfectly on any device, any browser.

White-Label Platform

Looks Like You Built It Yourself

Your clients never see "WriteOffOS." They see your firm's brand — professional, polished, and consistent from login to report delivery.

🎨

Your Logo & Colors

Upload your firm's logo and brand palette. The entire client-facing portal reflects your identity.

🌐

Custom Subdomain

Clients access their portal at portal.yourfirm.com — not a generic URL that gives away the platform.

📄

Branded Reports

Every AI-generated report carries your firm's name and logo. The deliverable looks like premium CPA work — because it is.

See Your Portal Live →
Client Document Portal
📤

Drag files here or browse to upload
PDF, CSV, XLS, JPG accepted

2023_bank_statements.pdf
100%
expense_receipts.pdf
100%
1099_forms.pdf
72%
Pricing

Simple, Transparent Pricing

No per-analysis fees. No surprise AI charges. One flat monthly rate covers your entire firm. GPU usage is pass-through at cost.

Starter
Solo Practice
$ 149 /mo
Up to 25 active clients · 1 CPA login
  • ✓ Branded client portal
  • ✓ AI deduction analysis
  • ✓ All document formats
  • ✓ Branded PDF reports
  • ✓ Email support
  • ✗ Custom subdomain
  • ✗ Priority processing
  • ✗ Multi-staff logins
Get Started →
Growth
Growing Firm
$ 299 /mo
Up to 100 active clients · 5 staff logins
  • ✓ Everything in Starter
  • ✓ Custom subdomain
  • ✓ Priority AI processing
  • ✓ 5 CPA/staff logins
  • ✓ Phone & email support
  • ✓ Advanced report customization
  • ✓ Client communication tools
  • ✗ Multi-location management
Get Started →
Enterprise
Multi-Location Firm
Custom
Unlimited clients · Unlimited staff
  • ✓ Everything in Growth
  • ✓ Unlimited clients & logins
  • ✓ Multi-location management
  • ✓ Dedicated account manager
  • ✓ Custom AI fine-tuning
  • ✓ SLA with guaranteed uptime
  • ✓ API access & integrations
  • ✓ Quarterly strategy sessions
Contact Sales →

Start free for 14 days. No credit card required until your trial ends.

FAQ

Questions from CPAs Like You

No. Each client gets a unique, secure portal link that works in any browser. No signup, no app download, no password to remember. They click the link, upload their documents, and they're done.
The AI is designed to be comprehensive rather than conservative — it surfaces everything and lets you, the professional, make the final call. You review and approve each finding before anything goes to your client. Think of it as a highly thorough first-pass analyst that never misses a document.
No. The client-facing portal is 100% white-labeled. Your name, your logo, your colors — WriteOffOS is invisible. On the Growth and Enterprise plans, even the URL reflects your firm's domain.
Most firms are live within 48 hours of signing up. We handle the setup. You provide your firm name, logo, and first client list — we configure the portal and hand you the keys.
Yes. Each client's documents are stored in a completely isolated environment — no client can see another's data. Connections are encrypted in transit and at rest. Uploaded documents are accessible only through authenticated sessions. We take data security as seriously as you do.
PDF files, CSV and Excel spreadsheets, scanned documents (JPG, PNG), and most common financial export formats. If your client can export it from their bank or accounting software, the AI can read it.
AI processing is billed at cost — typically $2–8 per client analysis depending on document volume. There's no markup. Your monthly subscription covers the platform; compute is pass-through. Most firms find the cost is less than 30 minutes of staff time per client.
Request a Demo

See WriteOffOS Running Your Firm's Portal

We'll set up a live demo with your firm's branding. You'll see exactly what your clients experience — and exactly what you'll see on the CPA side.

No commitment. We'll respond within 24 hours.