Activate Your CPA Account
Start with an Easy Invoice Manager Corporate Account and enable the CPA Model for $99/month for up to 20 client businesses.
Easy Invoice Manager CPA Model
Manage AP for Up to 20 Clients for $99/Month
Your accounting firm already manages financial information for multiple businesses. Now you can manage their accounts payable through one centralized platform.
Process invoices, organize vendors, coordinate approvals, and monitor AP activity across your client portfolio while each client maintains its own invoices, vendors, users, and approval policies.
Explore the CPA ModelDesigned for CPA firms, bookkeeping practices, and accounting professionals providing AP services to business clients.
A straightforward workflow
How the CPA Model Works
Set up your central account, organize your client portfolio, and manage each authorized company through its own AP environment.
Add Your Client Businesses
Create or invite the companies you manage. Each client keeps its own AP records and workflows separate from other clients.
Assign Your Accounting Staff
Invite staff and assign them to the client companies they are responsible for managing. Update assignments as needed.
Process and Manage Invoices
Access authorized client accounts to capture invoices, maintain vendor information, classify expenses, and monitor items needing attention.
Keep Client Approval Controls
Each client can maintain its own approval policies and authorized approvers while your team manages AP processing.
Manage Your Portfolio Centrally
Return to your central account and switch between authorized client companies without a separate process for each one.
Made for accounting practices
Built for the Way Accounting Firms Work
A centralized management account helps your team organize client AP while preserving each company’s records and approval process.
Manage Multiple Clients
Organize AP work across a portfolio of client businesses from one management account.
Keep Client Records Separate
Each company maintains its own invoices, vendors, approval policies, users, and AP activity.
Assign the Right People
Give accounting staff access to the clients they serve and update assignments as responsibilities change.
Support Client Approval Processes
Help clients establish approval rules and approvers without forcing every client to use the same policy.
Grow Your AP Service Offering
Use a consistent AP workflow across your client portfolio and offer a more organized invoice process.
One Simple Subscription
Use one CPA Model management subscription for up to 20 client businesses, subject to applicable account terms.
Designed for client service
Manage AP Without Taking Over Client Approval Authority
Your accounting team can process invoices and monitor AP activity while each client retains its own approval structure.
Clients can designate approvers and establish approval policies that reflect their business requirements.
See How It WorksKeep responsibilities clear
- Accounting staff manage AP tasks for assigned clients.
- Each company maintains its own invoice and vendor records.
- Client approval policies can differ from one business to another.
- Users only receive access to companies they are authorized to manage.
- Staff assignments can be updated as your client portfolio changes.
Who it’s for
Is the CPA Model Right for Your Firm?
The CPA Model is designed for accounting professionals who manage or coordinate accounts payable for multiple businesses.
CPA Firms
Manage AP processes for business clients through one central management account.
Bookkeeping Firms
Expand your services with a more organized approach to invoice processing and approvals.
Outsourced Accounting Providers
Coordinate AP work across client businesses and assign staff to the accounts they support.
Growing Accounting Practices
Build toward a portfolio of up to 20 client businesses with a single CPA Model subscription.
Straightforward pricing
One Subscription. Up to 20 Client Businesses.
One $99/month CPA Model subscription covers the management account and up to 20 client businesses.
- Central Corporate Account for client management
- Staff assignments for authorized client accounts
- Separate AP records and workflows for each client
- Coordination of invoice processing and approvals
Confirm any additional user, feature, or service charges applicable to your account before activation.
Choose the CPA ModelGet started
Start Managing Client AP from One Account
Bring client AP workflows together in Easy Invoice Manager. Activate the CPA Model, add client businesses, assign accounting staff, and begin managing authorized client accounts.
Get Started — $99/MonthOne accounting firm. Multiple clients. One AP management platform.