CPA Relay - 2026 Pricing, Features, Reviews & Alternatives

CPA Relay is a cloud-based client collaboration and billing platform built for small CPA firms. Delivered as a web application with invitation-based client access, it consolidates engagement management, document collection, IRS-compliant e-signatures, and invoicing into a single project-based workspace, replacing fragmented spreadsheets and email threads.

At the core of CPA Relay is a Form 8879 KBA (Knowledge-Based Authentication) e-signature workflow that is built natively into the project lifecycle, with no reliance on third-party per-envelope services. The platform supports dual-spouse independent signing from a shared email address and generates SHA-256 tamper-evident audit certificates that are permanently archived per project, satisfying IRS compliance requirements. Beyond signatures, firms can issue and track document requests through a dedicated client portal, manage engagement letters and approvals, log billable time, and collect payments, all within the same interface.

CPA Relay targets accounting and tax preparation practices that need a structured, audit-ready client workflow without the overhead of assembling multiple disconnected tools. The project-based architecture keeps client communications, signed documents, billing records, and collected files organized in one consolidated workspace, giving firm staff and clients a clear, consistent collaboration environment throughout the engagement lifecycle.