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CPA Hub
Cloud tax compliance & AI doc platform for CPAs
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CPA Hub - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: October 2026
CPA Hub overview
What is CPA Hub?
CPA Hub is a cloud-based AI-powered document management and tax intelligence platform built for paid tax preparers, CPAs, enrolled agents, and tax firms of all sizes, from solo practitioners to large multi-person practices. The platform consolidates compliance and document workflows into a single guided web interface, covering Written Information Security Plan (WISP) generation satisfying IRS Publication 4557 and the FTC Safeguards Rule, IRC Section 7216 consent lifecycle management, risk assessment tracking, staff training records, a vendor register, and an incident log.
CPA Hub applies AI-native document extraction across 26 IRS forms, eliminating manual data entry and surfacing intelligent tax alerts and tax planning recommendations directly from uploaded client documents. WISP generation is completed through guided flows in minutes, with annual review scheduling and change tracking keeping compliance documentation current. The IRC Section 7216 consent workflow handles the full lifecycle: sending consent requests, capturing signatures, storing proof, and tracking withdrawals, reducing exposure to FTC consent orders and EFIN sanctions.
Designed for the tax preparation and accounting industry, CPA Hub scales across firm sizes without configuration overhead. Its cloud deployment means no local installation is required, and all compliance and document intelligence tools are accessible online through structured, guided flows.
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