Best AI Tools for Accountants and CPAs in 2025
Accountants and CPAs are using AI to handle routine work faster and focus on higher-value advisory services. Here is what is working in practice in 2025.
Best AI Tools for Accountants and CPAs in 2025
The Right Mental Model for Accounting AI
AI does not replace accounting judgment — it handles the volume work so you can apply judgment where it matters. Drafting, summarizing, explaining, researching: AI excels. Signing off on a complex tax position: still you.
Client Communication (Claude Pro)
The highest-volume accounting use case: translating technical accounting into plain English for clients.
- Engagement letters: Draft and customize standard engagement letters
- Tax explanation memos: “Explain to a non-accountant client why their effective tax rate increased this year even though their income only increased slightly…”
- Advisory reports: Turn spreadsheet data into narrative reports with recommendations
Research and CPE (Perplexity Pro)
Tax law research, GAAP updates, new IRS guidance — Perplexity Pro surfaces cited answers faster than keyword searching through IRS.gov or accounting databases. Not a replacement for authoritative sources, but an excellent starting point.
Workflow Automation (Zapier + AI)
Connect your practice management software to AI tools: auto-generate client update emails when milestones are reached, trigger reminder sequences, create draft responses to common client inquiries.
Find the Perfect AI Tool for Your Needs
Compare pricing, features, and reviews of 50+ AI tools
Browse All AI Tools →Get Weekly AI Tool Updates
Join 1,000+ professionals. Free AI tools cheatsheet included.