The only tax practice platform that works on day one.
Wippy combines workflow, time & billing, document management, client portal, and AI tools into one platform built for CPA firms — no setup required.
Everything your firm needs
One platform replacing the patchwork of spreadsheets, email, and disconnected tools.
Workflow Tracking
Track every return through 9 status stages — from organizer sent to e-filed — with deadline alerts and team assignment.
Time & Billing
Built-in timers, natural language time entry, automated invoicing, and real-time profitability reports per client.
AI Assistant
Tax research, email drafting, document classification, and autonomous workflows powered by 15+ specialized AI tools.
Document Organizer
OCR-powered document classification, per-client organizer packets, and AI-assisted section routing.
Client Portal
Secure portal for clients to upload documents, view return status, and communicate with your team.
Email Hub
Gmail and Outlook sync with thread management, AI draft generation, and attachment routing to client files.
Built specifically for tax professionals
Not a generic project manager. Every feature is designed for how CPA firms actually work.
Built for security and compliance
Ready to streamline your tax practice?
Join firms already using Wippy to manage returns, track time, and communicate with clients — all in one place.