CPAGrades simplifies practice management

Do you know which clients are profitable — or why?

If you're forced to make growth decisions with incomplete, outdated, or disjointed data, CPAGrades will provide the clarity and confidence your team is missing.

CPAGrades connects to your existing software. That means no migration, no extra software, and no disruption to your workflow.

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GRADES = Six metrics firm leaders need to evaluate client value, performance, and fit.

Gross profit.
Realization.
Affiliation.
Days to pay.
Expenses.
Seasonality.

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See How JRBT is Using CPAGrades to Gain Visibility Into Performance

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Know who to grow.
Know who to let go.

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.

Support 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.

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No switching necessary. Sync your sources.

Practice Management Software - business intelligence solutions for accountants

And many, many more...

Meet Tod AI, your 24/7 analyst

Tod AI is built into every Todata dashboard. Ask it questions in plain English — it answers with your real data, cited to the source, in seconds.

Spot trends across data from multiple systems

Get answers backed by clean,
modeled data

Dig into client financials, seasonal patterns, and performance trends

Generate presentation-ready data vizualizations

More About Tod AI

Meet Tod: Book a Demo

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Hear From a Firm Leader: Becky Shull of The CJ Group on Using Real-Time Analytics to Lead a Firm

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.

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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.

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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.

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What do clients say about CPAGrades?

Join the hundreds of CPAs using CPA Grades today!

“CPAGrades 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, JRBT

“CPAGrades brings our firm a solution that seamlessly integrates with our practice management data.”

Lisa Dunnigan

CIO, Olsen Thielen & Company

“Implementing CPAGrades has been incredibly smooth and hassle-free. This solution has truly simplified our data analysis and decision-making process.”

Becky Shull, CPA

Firm Administrator, The CJ Group

See your first insights in weeks

Get the power of large enterprise analytics with the personal attention your business deserves.

Book a 30-Minute Demo

Read a Case Study

Fully Managed → Zero Operational Lift → No Manual data entry

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.