See DesktopCPA in Action.
Schedule a personalized software demonstration and discover how DesktopCPA can support your tax office workflows.
A Personalized Walkthrough of the Platform
During the demonstration, we'll cover the areas most relevant to your practice and answer your questions.
Tax Office Dashboard
A walkthrough of the central overview your team uses day to day.
Client Intake & Document Collection
How intake forms and secure document collection work end to end.
Branded Client Portal Experience
The branded portal your clients see and use.
Staff Workflow Overview
How work is assigned and tracked across your team.
Questions About Firm Requirements
Time to discuss your specific practice and needs.
Demos typically run 30–45 minutes and are held over video. Choose a time that works for you.
Schedule Your Demo
Choose an available time that works for you. Our team will discuss your practice requirements and walk you through the DesktopCPA platform.
Booking Calendar
This calendar is ready to connect to the DesktopCPA demonstration calendar. Once connected by an administrator, real appointment availability will appear here.
Privacy notice: Any details you provide when booking are used solely to schedule and conduct your demonstration. We do not share your information with third parties for marketing. See our Privacy Policy.
Prefer to talk first? Contact our team or submit an intake request.