For individual & small-business tax practices
A private, branded workspace for your firm — deadlines, client documents, review checks, and your independence register — so partners see everything and staff see exactly what’s theirs.
Deadlines & documents
Every extension, estimated payment, and missing W-2 lands on one Today screen, sorted by what's due first. The client board shows where each return stands at a glance.
Review checks
Work moves from intake to preparation to review to signed, and only partners and managers can move it past review. Notes and stage changes are kept in a permanent history.
Secure firm workspace
Each firm gets a private workspace with its own logo and colors. Data is isolated at the database level, roles decide who sees what, and every change is recorded in an audit log.
From purchase to a working, branded workspace in one sitting.
Pick a plan and the number of seats. Checkout is handled securely by Stripe.
A setup link arrives by email. Add your logo and colors, practice areas, and import clients from a spreadsheet.
Send invitations with the right role for each person. They're working in your branded workspace the same day.
Every plan includes unlimited clients, your own branding, and data export.
14-day free trial on every plan (card required). Prices in USD; sales tax may apply at checkout. Change seats or cancel any time from Billing.
Yes — 14 days on every plan. We ask for a card at checkout so your workspace keeps working when the trial ends; you're charged then unless you cancel first from Billing. We email you 3 days before the trial ends.
Each firm's data lives in its own isolated space, enforced by the database itself (row-level security), not just by the app. Access is role-based, every change is recorded in an audit log, two-factor sign-in (an authenticator app) is required for every user — as the FTC Safeguards Rule expects for tax preparers — and data is encrypted in transit and at rest by our hosting providers.
Yes — for every user, from the first sign-in. Everyone uses an authenticator app (no SMS) and gets single-use recovery codes. If someone loses their phone, the firm owner can reset their two-factor; owners can contact support.
No. AI features are switched off. No client or firm data is sent to any AI provider until your firm has signed a data agreement that covers it. When AI features arrive, every suggestion will be clearly labeled as AI-generated and a CPA will still review and approve everything.
Never on its own. CPA Practice Hub organizes, drafts, and tracks. A licensed CPA at your firm reviews and signs all client-facing work, and nothing is filed, sent, or posted without a person approving it — including document reminders, which the app drafts and your team approves one by one.
Through your branded client portal (with two-factor sign-in) or a one-time upload-only link for clients who don't want an account. Files go straight to encrypted storage, are checked by their real contents, and every download is logged. Uploaded files are checked for macros and risky content, and your staff can preview them safely in the browser.
Clients answer a short questionnaire, and you approve what to request. Their answers suggest documents by simple, fixed rules (for example, “sold stocks” suggests a brokerage 1099-B). Nothing is added to a client's list until someone on your team accepts it.
Every active person with a login in your firm, including read-only users. Your clients' portal accounts never count as seats. You can add seats any time from Billing; your invoice is prorated.
You keep full access for a 7-day grace period while you update your card, with a reminder banner for the owner. After that, the workspace becomes read-only until the payment goes through. Nothing is deleted.
Yes. Export all your data and files at any time: the owner can download the data as CSV files right away, or everything — including every uploaded file — as a set of ZIP downloads with a checklist of what's inside. Cancel from Billing whenever you like; after the subscription ends, the workspace stays read-only for 30 days so you can still export.
Something else? Email info@sprucehook.com