CPA Retain is a document management platform designed specifically for accounting firms. It provides a centralized system for organizing, searching, viewing, editing, signing, sharing, and retaining client documents while using Microsoft SharePoint as the underlying document storage.
The platform addresses the complexity of managing large volumes of client and tax documents across disconnected folders, applications, and workflows. CPA Retain adds an accounting-focused interface and document management capabilities on top of Microsoft 365, including advanced search, PDF tools, electronic signatures, retention management, and integrations with other applications used by accounting firms.
Unlike traditional document management systems that require firms to move their documents into a vendor-controlled storage environment, CPA Retain allows documents to remain within the firm’s own Microsoft 365 tenant and SharePoint environment. This enables firms to maintain direct ownership and administrative control of their document repository while using CPA Retain to manage and interact with those documents.
