Acounta

Simplify Financial Interactions with Acounta – Built for CPA Firm Clients


The Acounta mobile app is designed exclusively for clients of CPA firms using Acounta. With this app, you can securely access your financial information, upload documents, and communicate with your CPA firm from the convenience of your mobile device.


Whether you're sharing tax documents, tracking your progress, or receiving important updates, Acounta keeps everything in one secure and easy-to-access place.

Key Features for CPA Firm Clients:


Secure Document Sharing
Easily upload, access, and review important financial documents. Say goodbye to paper trails and email attachments—everything is securely stored and organized.

Real-Time Updates

Stay informed with real-time updates from your CPA firm, including task progress, deadlines, and financial insights.

Client-Focused Portal
A user-friendly portal tailored for your needs—track your interactions with the CPA firm and access your data 24/7.

Built-In Communication

Easily send messages or ask questions to your CPA firm directly through the app, ensuring seamless and timely communication.

Reminders & Notifications

Get notified of upcoming deadlines or requests from your CPA firm, helping you stay on track with your finances.

Enhanced Security

The app uses industry-standard encryption and two-factor authentication (2FA) to ensure your financial data is always protected.

Why Use the Acounta App?


Simple & Convenient: Access your documents, updates, and CPA firm communications from anywhere.

Always Free for Clients: This app is free to use for clients of CPA firms subscribed to Acounta.

Collaborative & Organized: Simplify how you interact with your CPA firm—everything in one place.

Safe & Secure: Bank-level security to protect your financial information.

Note for CPA Firms


The Acounta mobile app is for your clients only. CPA firms will continue to use the web version of Acounta for managing day-to-day tasks, team collaboration, and client communication. The mobile app complements the web platform by providing your clients with an easy-to-use portal for secure document sharing, communication, and updates.

Who Can Use the Acounta App?
Clients of CPA firms using Acounta.
Businesses and individuals working with a CPA firm for accounting, tax filing, and financial management.


No Additional Cost for Clients
The Acounta mobile app is completely free for clients of CPA firms subscribed to the Acounta platform.

Download the Acounta App Today!
Streamline your collaboration with your CPA firm! With the Acounta mobile app, accessing your financial documents, sending updates, and staying connected with your CPA has never been easier.
Download Acounta now and simplify your financial life!