Praxis gives CPA firms AI-powered email intelligence, bookkeeping automation, and a virtual twin that delivers client updates in the partner's own face and voice — all invisible to clients, all under the firm's brand.
No contracts. Month-to-month. Founding 10 firms lock this rate for life.
Connects to the tools you already use
The platform
Every client touchpoint, every back-office workflow, every communication — all of it under your brand. Your clients never know Praxis exists.
Upload your logo. Connect your domain. Every portal, email, report, and video carries your firm identity. Clients never see our name. Not once.
Learn moreYour AI avatar delivers quarterly reports, tax projections, and advisory walkthroughs in your face and your voice. Record nothing. Clients think you made a custom video just for them.
Learn moreEmail classified. Scheduling handled. Daily briefing at 7am. You open your day with a prioritized summary, not an unstructured pile. Communications go out from your domain.
Learn moreTransactions classified, workpapers generated, monthly close orchestrated. Human approval gates on everything financial. Your compliance trail is clean. Your books are always right.
Learn moreROI
You're not comparing Praxis to other software. You're comparing it to a payroll line.
Senior Bookkeeper
$55–75K/year
Plus benefits, management overhead, and turnover risk.
Professional Tier
$15,270/year
No benefits. No turnover. No management overhead. Works at 2am.
Client Comm. Staff
$50–65K/year
Emails, scheduling, quarterly updates, status calls. All of your communication overhead.
Enterprise Tier
$30,570/year
Handles all of it. The Virtual Twin delivers client updates. Your inbox runs itself.
Custom Build
$200K+ project
If you tried to hire consultants to build what Praxis already is. Plus 12–18 months and ongoing maintenance.
Day 1
Already built.
Running in production at a real firm today. Plug in, brand it, go live in 2 weeks.
"The average CPA firm owner spends 15–20 hours per week on client communication. That's half a workweek that generates zero billable revenue. Praxis gives you those hours back."
At $300/hour billing rate, 15 recovered hours per week = $4,500/week in reallocated capacity. That's $234,000/year in potential value. The math isn't close.
The client experience
Every quarter, your clients get a personal video from "you" — your face, your voice, walking through their numbers. They think you recorded it just for them. You approved it in 15 seconds.
Branded portal. Branded emails. Branded workpapers. Everything looks like your firm built this from scratch — because to your clients, you did.
"I sat next to the founder on a flight. He showed me his practice running on autopilot. I asked him to build it for my firm."
Managing Partner, Southeast CPA Firm
40-person practice — now on the founding cohort waitlist
How it works
Five steps from signup to first automated close cycle. No IT department. No custom dev. No 6-month implementation project.
Upload your logo, connect your domain, configure your colors. Every client touchpoint — portal, emails, reports, videos — shows your firm. Ours stays invisible. This takes 10 minutes.
QBO or Xero, TaxDome or Karbon, Microsoft 365 or Google Workspace. OAuth connections — no IT department needed. Your credentials never leave your admin panel.
Upload a headshot, record a 2-minute voice sample from your phone. Done. Your avatar is ready in 48 hours. From then on, you never record anything — the twin handles delivery.
Approval gates, routing preferences, escalation paths, communication frequency. You decide what runs autonomously and what requires your sign-off. Default is: nothing financial moves without you.
The platform runs. You approve what matters. Clients interact with your brand. Monthly close happens. Videos go out. Inbox stays clear. Most firms are fully live in 2 weeks.
A day on Praxis
This is an actual workday at a firm running Praxis. Real times. Real actions. Real result.
Your daily briefing arrives
2 client emails need your judgment. 14 were handled. 3 meetings confirmed for tomorrow. You read a 90-second summary and you're oriented for the day.
You open your approval queue
6 transactions flagged overnight across 4 clients. You approve 5, reclassify 1 as Equipment instead of Office Supplies. Total time: 3 minutes. The client's books were never wrong — the AI asked first.
Monthly close completes for 8 clients
Automatically. Workpapers generated, branded with your firm's letterhead. Financial statements ready to send. You didn't touch a spreadsheet.
Quarterly video drafted for Dr. Kim's practice
Your avatar walks through her numbers. Revenue up 14%. Tax projection updated. Advisory recommendation on equipment timing. You preview it, approve, and it sends from your domain. Dr. Kim thinks you recorded it just for her.
You close your laptop
You spent 25 minutes on platform tasks today. You spent the other 7 hours on advisory work, business development, and client strategy — the things that actually grow your practice.
That's the difference.
Not "we automated some things." Every single operational task that was consuming your week — handled, logged, and done right.
Ready to stop managing operations?
Founding 10 firms lock their rate for life. The slots are limited because the onboarding commitment is real.
