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If you're forced to make growth decisions with incomplete, outdated, or disjointed data, CPAGrades will provide the clarity and confidence your team is missing.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

See How JRBT is Using CPAGrades to Gain Visibility Into Performance

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, the analyst who understands your business.

Once your data is connected, Tod goes to work. Ask a question in plain English, and Tod answers with your real numbers – curated by a data model trained specifically on your industry.

Get answers backed by clean, modeled data – not raw exports

Dig into client financials, seasonal patterns, and performance trends

Generate presentation-ready data visualizations in seconds

More About Tod AI

Meet Tod: Book a Demo

Video

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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CPAGrades screen WIP tab with TodAI sidecar

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 what your data can tell you

See how Todata can help your organization make faster, more confident business decisions, without replacing the systems you already rely on.

Book a 30-Minute Demo

Fully Managed → MINIMAL LIFT ON YOUR TEAM → No Manual data entry

Todata Analytics helps teams act intelligently. We turn complex data into clear decisions with our analytics platform, connecting your existing systems with no disruption to your workflow. Based in Omaha, NE.