TuskCPA Documentation

Learn how to use TuskCPA's core features

• Workflow Automation

  Automate repetitive tasks and save up to 20 hours per week per team member with intelligent workflow automation.
• Document Management

  Organize, secure, and access all client documents with OCR, smart search, and automatic categorization.
• Client Portal

  Branded client portals for secure document sharing, e-signatures, and real-time communication with clients.
• AI Assistant

  AI-powered chatbot that answers client questions, extracts data from documents, and generates reports automatically.
• Task Management

  Assign, track, and manage tasks across your team with automated reminders and workload balancing.
• Email Automation

  Schedule emails, send client reminders, and automate follow-ups with customizable email templates.

Connect TuskCPA with your accounting tools

• QuickBooks Online

  Bi-directional sync with QuickBooks for transactions, invoices, bills, and financial reports in real-time.
• Xero

  Seamlessly sync bookkeeping data, bank transactions, and generate financial reports from Xero accounts.
• ADP Payroll

  Automatically import payroll data, tax filings, and employee information from ADP systems.
• Gusto

  Sync employee management, benefits, and payroll processing with Gusto for streamlined HR workflows.
• Tax Software APIs

  Connect with Drake Tax, Lacerte, ProSeries, and UltraTax to import client data and export returns.
• Custom Webhooks

  Build custom integrations with any system using webhooks, REST APIs, and developer tools.

Data protection and regulatory compliance

• SOC 2 Type II Certification

  Learn about our annual third-party security audits and how we maintain enterprise-grade security controls.
• Data Encryption Standards

  256-bit AES encryption for data at rest and TLS 1.3 for data in transit. Bank-level security for all documents.
• Access Controls & Permissions

  Role-based access control (RBAC), multi-factor authentication, and granular permission management.
• GDPR Compliance

  How TuskCPA complies with GDPR, CCPA, and data privacy regulations for global accounting firms.
• Audit Logs

  Track every action with comprehensive audit trails. Export logs for compliance reviews and investigations.
• Data Backup & Recovery

  Automated daily backups, disaster recovery procedures, and 99.9% uptime SLA with multi-region redundancy.

Managing clients and communication

• Adding & Organizing Clients

  Import clients from QuickBooks, create custom fields, and organize with tags, categories, and custom folders.
• Client Onboarding

  Automated onboarding workflows: send engagement letters, collect documents, and schedule kickoff calls.
• Document Collection

  Send secure document requests with automatic reminders. Track what is received, pending, or overdue in real-time.
• Automated Reminders

  Schedule deadline reminders, follow-ups, and check-ins. Reduce client chasing by 80% with automation.
• Client Communication

  Centralize all client emails, messages, and notes in one place. Never lose track of conversations again.
• Status Tracking

  Visual dashboards showing project status, document completion, and engagement progress for all clients.

Pre-built templates for common tasks

• Tax Return Workflows

  Pre-built workflows for 1040, 1120, 1065, and 1120S returns. Includes document collection and review steps.
• Monthly Bookkeeping

  Automate monthly close: import transactions, reconcile accounts, generate reports, and send to clients.
• Quarterly Reviews

  Quarterly financial review templates with P&L analysis, balance sheet review, and tax planning checklists.
• Year-End Close

  Comprehensive year-end close workflows: depreciation, accruals, inventory, and financial statement preparation.
• Custom Templates

  Build your own workflow templates and email templates. Share with your team or keep private.
• Template Best Practices

  Expert tips on designing efficient workflows, naming conventions, and maintaining template libraries.

Firm settings and configuration

• User Management

  Add, remove, and manage team members. Set up departments, assign managers, and control user access.
• Role-Based Permissions

  Configure granular permissions for Admin, Manager, Staff, and custom roles. Control who can do what.
• Billing & Subscriptions

  Manage your subscription, update payment methods, view invoices, and understand usage-based pricing.
• Firm Branding

  Customize your client portal with your firm logo, colors, and domain. White-label the entire platform.
• Email Settings

  Configure SMTP, customize email templates, set up email forwarding, and manage notification preferences.
• Notification Preferences

  Control which notifications you receive via email, SMS, or in-app. Set up custom alert rules.