Pre-built workflows for CPAs. Client management, recurring services, tax tracking, audit-ready dashboards. Configured by senior operators who understand the work.
CPAs have many workflow tools, but monday.com stands out for its flexibility, automation, and ease of use. It helps firms scale, collaborate, and streamline workflows across client work and internal operations.
Most CPA-specific tools focus on tasks: taxes, audits, bookkeeping. But monday.com lets you manage your entire firm with full transparency. From client work to internal ops, you always know who's doing what, what's next, and where things stand.
Every feature below ships in the base solution. We tune it to your firm in the build phase.
Keep all client information, service details, and deadlines in one place. Auto-generate recurring services (bookkeeping, tax returns, audits) each year.
Track service delivery from tax returns to audits with total transparency. Assign tasks, share updates, and manage projects without email.
See work progress, financial insights, and workload distribution at a glance. Automatically notify your team of due dates and status updates.
Automate recurring services year-over-year with less manual setup. Bookkeeping, audits, tax returns spin up automatically.
Dashboards to monitor progress, deadlines, and workload distribution. Generate reports your partners and clients can act on.
Keep every client and contact organized in a central source of truth. No more digging through email threads or scattered spreadsheets.
Get total visibility across your firm: client statuses, service delivery, team progress, and more. AntlerWing Consulting's pre-built CPA Solution for monday.com brings structure and clarity to every workflow with zero guesswork.
Four steps. Tuned for the rhythm of a CPA firm.
A 30-minute intro call to align on your firm's size, service mix, and timeline. We confirm whether we're a good fit before anything else.
We look at your tax season cadence, audit calendar, and billing cycle. Map your current workflows and pinpoint where monday.com unlocks the most leverage.
Live sessions during low-volume periods, recorded for tax season reference. We build alongside your team so they own the system, not just operate it.
Ongoing support through tax seasons and year-end. Optimization continues as your firm grows and your service mix evolves.
Always prepared for the meeting. Always reviews the previous meeting and asks what I need to get out of today. Patient and understanding of my questions and does not move on until knowing I understand. We could never have done this rollout without the help we received.
Liam is super well versed in monday and his quick analytical thinking is a huge asset to your team. The way he processed our company's workflows on the fly was beyond impressive. Something we have not seen from the hundreds of vendors and meetings we've had over the last few years.