CPA GRADES logo - business intelligence solutions for accountants

CPAGrades simplifies practice management

Your practice management data already tells a story. We just make it readable.

CPAGrades connects to your existing software and transforms messy data into clear decisions. No migration required. No disruption to your workflow.

demo of real-time dashboard CPA Grades, business intelligence solutions for accountants

No switching necessary. Sync your sources.

IRIS Star integration - business intelligence solutions for accountants
Practice Management Software - business intelligence solutions for accountants
Thomson Reuters integration - business intelligence solutions for accountants
Hubspot integration - business intelligence solutions for accountants
salesforce integration - business intelligence solutions for accountants
Practice Engine integration - business intelligence solutions for accountants

Gross profit.

Realization.

Affiliation.

Days to pay.

Expenses.

Seasonality.

Why CPA Grades?

Make data-driven decisions

With real-time data at your fingertips, allow CPA GRADES to help you make informed decisions.

Efficient. Productive. Powerful.

Don’t waste valuable time and resources in Excel creating reports. Utilize CPA GRADES to find the same information in seconds.

Happier clients

Provide data-backed support to your clients that they can’t receive elsewhere. The speed and reliability with which you can assist your clients will create partnerships for life.

Real firms. Real results. Real security.

+2%

2% average increase in realization within 6 months.

7 days

Average decrease in days outstanding within 6 months.

Unlimited

No per user licenses. Your whole team can access insights.

icon for SOC 2 Compliant business intelligence solutions
icon for HIPAA Compliant business intelligence solutions

Transform your practice today

Real-time reporting for timely and informed decisions.

Visibility into all aspects of the business.

Simplified workflow: no data exports, prioritize clients.

Visibility into all aspects of the business.

dashboard mockup - business intelligence solutions for accountants
dashboard screenshot illustrating business intelligence solutions for accountants

Let analytics grade your clients

Take the emotions out of client evaluation.

Dynamically grade your clients in real time.

Easily weigh each KPI to reflect your firm’s unique needs.

What clients think about CPA Grades

JRBTlogo_white-2

"CPA GRADES isn’t just a tool; it’s a catalyst for organizational excellence. It has revolutionized the way we operate, delivering tangible results in terms of cost savings, productivity gains, and enhanced decision-making capabilities."

Bob Woodard, CEO/Managing Shareholder, Jaynes, Reitmeier, Boyd & Therrell, P.C.

AldrichWealth

"[Todata] played a key role in transforming our data and developing a custom dashboard for us that provides real-time insights into our business. Not only are we better able to use our data to drive decisions today, but we’ve also been able to accelerate the build out of other data-driven strategic priorities."

Aldrich Advisors, Top 100 Accounting Firm

Logo2

"LvHJ’s collaboration with [Todata] will further strengthen our ability to bring deep context to today’s growth needs and opportunities for businesses and not-for-profits. Within just two weeks, [Todata] successfully implemented CPA GRADES, providing us with unprecedented visibility and insights into our data."

Tara Gleaton, SPHR, Director of Operations, Lindquist, von Husen & Joyce LLP

Join the hundreds of CPAs using CPA Grades today!

Todata Analytics helps growing businesses turn complex data into clear decisions. We build real-time dashboards and analytics solutions that connect to your existing systems, with no disruption to your workflow. Based in Omaha, NE.

email. sales@todata.com

3555 Farnam Street, Suite 303, Omaha, NE 68131

Trust Center | Status Page

icon for SOC 2 Compliant business intelligence solutions
icon for HIPAA Compliant business intelligence solutions