AI-native
Draft client replies, summarize threads and get a daily focus list from your own data.
For CPA firms and accounting practices
AI-native practice management for accountants and auditors
Run clients, engagements, tasks, time, documents and billing in one place, with an assistant that knows your practice.
No card required. Set up a workspace in under ten minutes.
Built for how practices work
One data model from client to invoice, so nothing is re-entered and nothing is lost.
Clients and engagements
Every task, hour and document sits under the right client and engagement.
Time and billing
Log time against tasks, approve it and invoice from unbilled hours in two clicks, in USD or your client's currency.
Reports
Utilization, engagement burndown, client summaries and overdue work.
Secure by default
Role-based access, workspace isolation and a client portal you control.
Client portal
Share status, collect documents and message clients without email chains.
How practices use MyPract
Illustrative examples of common workflows.
“Every return in progress for sixty clients on one task board with due dates, so staff see exactly what is due this week.”
“Time logged against each engagement becomes the invoice in two clicks, so unbilled hours stop slipping through month-end.”
“Clients upload bank statements and trial balances through a portal link instead of email attachments, and every file is versioned.”
Ready when you are
Set up a workspace, add your first client and log an hour in under ten minutes.