Scale Your Firm Without Scaling Your Headaches
The complete AI-powered practice management solution that gives CPA firms a competitive advantage through intelligent automation.
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The AI Growth Platform Built for How CPA Firms Actually Work
Stop juggling multiple tools. Our intelligent practice management platform integrates everything from team management to client delivery.
Keep Your Clients, Upgrade Your Process
Import your entire book of business in minutes without losing client relationships or historical data.
Zero Disruption to Current Operations
Continue working with current clients while upgrading internal processes for better operations behind the scenes.
Smart Integration with Your Existing Tools
Automatically sync with QuickBooks, Xero and other existing tools to eliminate double data entry and save hours of manual work.
Built-in CRM for Client Relationship Management
Track client interactions and manage contacts all in one place. Never lose track of important client information again.
Clear Team Structure with Defined Permissions
Hierarchical team organization with role-specific permissions that grow with your firm. Everyone knows their role and access from day one.
Track Profitability by Team Member
Granular insights into team member utilization, billing rates, and contribution to firm profitability. Make data-driven staffing decisions.
Never Miss Critical Steps in Any Engagement
AI uses your SOW and client calls to automatically generate comprehensive task checklists tailored to each project. No more manual planning.
Spot Issues Before They Become Problems
Get real-time visibility into project status and potential bottlenecks before they impact deadlines. Always know where every engagement stands.
Turn Junior Staff into Senior-Level Performers
Ensure consistent delivery standards across all projects and team members. Turn all staff into senior performers with AI-powered guidance.
Build Workflows with Plain English Commands
Describe your process using natural language and AI creates your workflow automatically. No coding required; just say what you want done.
Use Pre-built Workflows for Common Project Tasks
Start with proven AI agent workflows for common accounting project tasks, then customize for your firm’s unique processes.
Intelligent Execution Without Manual Work
AI agents handle client follow-ups, document collection and deadline management without human intervention so you can focus on high-value work.
AI-Generated Statements of Work
Input your discovery notes, calls and client requirements, and AI will generate a tailored proposal with specific scope and deliverables within minutes.
Built-In Pricing Guidance for Every Engagement
Get AI-powered pricing recommendations based on project complexity, scope and market rates. Price confidently without leaving money on the table.
Faster Proposals for Higher Close Rates
Close more business with less effort. Win more engagements with quick-turnaround proposals that clearly communicate value and scope to prospective clients.
Grow Smarter, Not Harder
Transform how you operate and serve clients as you break through growth barriers
without the operational
chaos.
Scale with Less Overhead
AI agents automate routine tasks like document collection, client communications, and workflow management. Serve more clients without hiring more staff through intelligent automation.
Manage Your Whole Practice
Manage your team and your clients, track profitability, automate billing and generate insights all in one platform. Stop juggling multiple tools and streamline your entire practice with an integrated solution.
Offer Exceptional Service
Deliver fast, organized client interactions with automated status updates, streamlined communications and timely responses. Keep clients informed without manual effort, regardless of your firm’s size.
AI-POWERED PRACTICE MANAGEMENT SOFTWARE
Pricing Built for Growing CPA Firms
Predictable, transparent pricing based on your firm size and growth needs, without complicated per-seat
calculations like other platforms.
Pay annually to save!
Annual contracts save 10% on monthly rates
Starter
FREE
- Basic Project Management
- Pre-built Agents
- Pre-built Reports
- On-Platform/Email Support
- Up to 1 Team Member
- 10 Agentic AI Actions
Professional
$399/month
- Custom Agentic AI Workflows
- Advanced Reporting & Analytics
- Custom Integrations
- Up to 5 Team Members
- Up to 100 Off-Platform Clients
- 50 Agentic AI Actions
- Plus Everything in Starter!
Enterprise
$799/month
- SSO & Advanced Security
- API Access
- Dedicated Account Team
- Unlimited Team Members
- Unlimited Off-Platform Clients
- 500 Agentic AI Actions
- Plus Everything in Professional & Starter!
Starter
FREE
- Basic Project Management
- Pre-built Agents
- Pre-built Reports
- On-Platform/Email Support
- Up to 1 Team Member
- 10 Agentic AI Actions
Professional
$449/month
- Custom Agentic AI Workflows
- Advanced Reporting & Analytics
- Custom Integrations
- Up to 5 Team Members
- Up to 100 Off-Platform Clients
- 50 Agentic AI Actions
- Plus Everything in Starter!
Enterprise
$899/month
- SSO & Advanced Security
- API Access
- Dedicated Account Team
- Unlimited Team Members
- Unlimited Off-Platform Clients
- 500 Agentic AI Actions
- Plus Everything in Professional & Starter!
What CPA Firms Say About the AI Growth Platform
See why accounting professionals are making the switch to AI-powered practice management.
“Our CFO who we chose has been fantastic. Paro’s speed and follow through have been awesome. We are getting great results and saving money at the same time. We have clear objectives and goals to achieve and we have been hitting the milestones we have set. I would recommend Paro.”
Kim-Anthony Parker
Trustpilot
“Ease of identifying the right person at the right time. We had struggled finding a person that could generate timely and accurate financial reporting. He was able to grasp the current issues, fix them and then perform sensitivities to the budget while creating a pro forma for next year. Much needed and now like one of the C level team.”
Mark Hasebroock
Trustpilot
“Lester worked with us to reconcile books that hadn’t been accurately done in several years. He took time to explain findings and help us create new procedures to not have these problems in the future.”
Kris Kahler
Trustpilot
“For almost two years now, they chave consistently exceeded our expectations. They have an incredible ability to match us with talent that fits our needs to a ‘T.’ Their team is professional, responsive, and always ready to address any questions or concerns we have. It’s been a smooth, reliable partnership, and we look forward to continuing to work with them in the future. Highly recommend!!”
Rachel
Trustpilot
“Paro has been a huge resource and help for our team over the past year. The team member we onboarded helped us get through a tough time with bandwidth constraints due to a key departure and that help has been invaluable.”
Mikhail Damiani
Trustpilot
“Ease of identifying the right person at the right time. We had struggled finding a person that could generate timely and accurate financial reporting. He was able to grasp the current issues, fix them and then perform sensitivities to the budget while creating a pro forma for next year. Much needed and now like one of the C level team.”
Mark Hasebroock
Trustpilot
Stop Reading About AI.
Watch What It Can Do for Your Firm.
See how our practice management platform handles real accounting firm tasks and workflows to drive efficiency and spur growth. Watch AI automation in action, not just theory.
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