app.practicewings.com/dashboard
Stop being the bottleneck in your own firm. PracticeWings gives your team clear workflows, gives your clients a self-service portal, and gives you the visibility to grow — without working more hours.
You're juggling eight different tools that don't talk to each other. Your staff keeps asking you what to work on next. Clients email documents that sit in inboxes for days. And every January, you wonder how you'll survive another busy season doing it all the same way. Your firm deserves software that was built by someone who's lived it — not a project management tool with an accounting label slapped on.
Not another generic project tool with an accounting skin. Every decision reflects how firms actually operate.
PracticeWings was shaped by firm owners, partners, and staff who live this work every day. The lead developer is a CPA with years of experience and thousands of tax returns filed. Every workflow, every screen, every automation reflects how real firms operate — because the people who designed it have sat in your chair.
Your staff always knows what to work on next. Tasks route automatically based on real dependencies. You stop being the bottleneck and start being the owner.
Tasks, billing, documents, client portal, CRM, scheduling, and reporting — all in one system. Stop paying for tools that don't talk to each other. Everything your firm needs to run, in one place.
From the first prospect call to the final invoice, PracticeWings covers the entire lifecycle of running a modern accounting firm.
Work gets done faster because your team is never waiting on tasks that could run in parallel. Reviews start the moment prep is done — automatically.
Price engagements based on the value you deliver. Track time to understand your true cost per engagement — then use that data to price smarter and protect your margins.
Your 500th client gets the same white-glove experience as your first. A branded portal where they upload documents, sign engagement letters, pay invoices, and check their status — without calling your office.
Send request checklists, get automatic reminders when items are overdue, and let clients upload directly to the right folder. E-signatures close the loop without a single email attachment.
Track every lead from first inquiry to signed engagement. See which referral sources actually bring in revenue so you know where to invest your marketing dollars.
Stripe for payments, SendGrid for email, Twilio for texts, and a full REST API so your other tools can talk to PracticeWings natively. No more copy-pasting between systems.
PracticeWings uses a DAG-based workflow engine — a fundamentally different approach to managing work that mirrors how your firm actually operates.
Tasks run in a single line. Step 3 waits for Step 2, even if they have nothing to do with each other. Work bottlenecks when one task stalls.
If Step 2 stalls, Steps 3–5 sit idle.
Tasks run based on what they actually depend on. Independent tasks run in parallel. Work only waits when it genuinely has to.
Parallel paths. Work flows as fast as your team can go.
Independent tasks run simultaneously instead of waiting in line.
A stalled client document request does not freeze your entire workflow.
Your workflow templates mirror how your firm actually works, not how software forces you to work.
DAG stands for Directed Acyclic Graph — a map of what depends on what. Every task knows exactly which tasks must complete before it can start, and nothing else holds it back. It is the same technology used to orchestrate complex systems at companies like Airbnb and Spotify. PracticeWings brings it to your practice.
Documents come in. Data flows out. Clients get onboarded automatically. Your CPAs spend their time where it matters.
Portal, email, or mobile — documents arrive automatically
OCR extracts data. AI identifies tax forms, bank statements, and financial documents
Filed to the right client, right folder, right period
Preparer is alerted. Work item updates. Ready to work.
Next steps trigger automatically — no manual handoffs
From client upload to preparer-ready in seconds — not hours of manual sorting.
AI-powered scanning classifies uploaded documents with CPA-grade accuracy (92%+ confidence) and flags anything that needs human review. Your team stops manually sorting files.
When a client uploads all requested documents, prep starts automatically. When prep is marked done, review triggers. No one has to update a status or reassign a task.
Extracted data is structured and ready to flow into QuickBooks, tax prep software, and other systems. Full REST API access means your tools can talk to PracticeWings natively.
New client? PracticeWings automatically sends the welcome email, portal invite, engagement letter for e-signature, document checklist, and onboarding questionnaire. Reminders, status updates, and invoice notices follow throughout the year — all on autopilot.
Annual returns, monthly bookkeeping, quarterly payroll — recurring engagements auto-generate with all tasks, deadlines, and assignments pre-configured from your templates. January stops being a scramble.
Describe the report you need in plain English. The AI report builder generates the query, pulls the data, and presents results — no spreadsheet gymnastics required.
Your CPAs should spend their time on work that requires professional judgment — not on sorting documents, updating statuses, or chasing clients for paperwork. PracticeWings automates the rest.
No six-month implementation. No consultants. You configure it the way your firm works.
Import your clients, set up your team and offices, and configure the services and workflow templates that match how you already operate.
Work flows to the right people automatically. Time gets tracked. Invoices go out. You manage by exception instead of managing every task.
Clients upload documents, sign letters, pay invoices, and check their status through a branded portal. They get faster service. You get fewer phone calls.
The screens your team will use every day — designed for how accounting firms actually work.
Every engagement, document, note, and contact for a client — in one place. When a client calls, you have the full picture in seconds, not minutes of digging through folders and email threads.
Generate invoices in one click, send them instantly, and let clients pay online. Outstanding balances stop piling up because clients can pay the moment they receive the invoice.
Deadlines, client appointments, and team availability in one view. Clients book their own appointments through your public booking page — no back-and-forth emails.
These are the reasons accounting firms look for better software — and the reasons we built PracticeWings.
of firms say admin work limits growth
tools the average firm juggles daily
of billable time lost to manual processes
of clients prefer self-service portals
Join the beta and get 6 months free, direct access to the founder, and a voice in what gets built next. Your firm's workflow becomes our roadmap.