---
description: Detailed reviews on CPA Relay based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare CPA Relay with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: CPA Relay Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Accounting Practice Management Software](/directory/549/accountant/software) > [CPA Relay](/software/2380999/cpa-relay)

# CPA Relay

Canonical: https://www.getapp.ca/software/2380999/cpa-relay

> Cloud-based billing and collaboration platform for small CPA firms, covering engagement tracking, IRS-compliant forms, and client.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of CPA Relay

\* Provides IRS-compliant Form 8879 KBA identity-proofed e-signatures built natively into the project workflow, eliminating third-party per-envelope fees.&#10;\* Supports dual-spouse independent signing from a shared email address, accommodating joint-filing tax clients without requiring separate accounts.&#10;\* Generates SHA-256 tamper-evident audit certificates archived permanently per project, maintaining a verifiable compliance record for every engagement.&#10;\* Centralizes engagement letters, document requests, signatures, time tracking, invoicing, and payments in one project-based workspace, replacing spreadsheets and email.&#10;\* Delivers a dedicated client portal with invitation-based access, giving clients a structured channel for document submission and approval responses.&#10;\* Tracks billable time and connects it to invoicing within the same platform, reducing manual reconciliation between separate time-tracking and billing tools.&#10;\* Organizes all client activity by project, keeping communications, collected files, signed documents, and billing records accessible in a single consolidated view.

## About the vendor

- **Company**: Seveninblue

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Client Management
- Document Management Software
- For Accountants
- Task Management Software

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Accounting Practice Management Software](https://www.getapp.ca/directory/549/accountant/software)

## Links

- [View on GetApp](https://www.getapp.ca/software/2380999/cpa-relay)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/cpa-relay/> |
| en-AE | <https://www.getapp.ae/software/2380999/cpa-relay> |
| en-AU | <https://www.getapp.com.au/software/2380999/cpa-relay> |
| en-CA | <https://www.getapp.ca/software/2380999/cpa-relay> |
| en-GB | <https://www.getapp.co.uk/software/2380999/cpa-relay> |
| en-IE | <https://www.getapp.ie/software/2380999/cpa-relay> |
| en-NZ | <https://www.getapp.co.nz/software/2380999/cpa-relay> |
| en-SG | <https://www.getapp.sg/software/2380999/cpa-relay> |
| en-ZA | <https://www.getapp.za.com/software/2380999/cpa-relay> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Review, Compare and Evaluate small business software. GetApp Canada has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.ca","url":"https://www.getapp.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.ca/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"CPA Relay","description":"CPA Relay is a cloud-based client collaboration and billing platform built for small CPA firms. Delivered as a web application with invitation-based client access, it consolidates engagement management, document collection, IRS-compliant e-signatures, and invoicing into a single project-based workspace, replacing fragmented spreadsheets and email threads.\n\nAt the core of CPA Relay is a Form 8879 KBA (Knowledge-Based Authentication) e-signature workflow that is built natively into the project lifecycle, with no reliance on third-party per-envelope services. The platform supports dual-spouse independent signing from a shared email address and generates SHA-256 tamper-evident audit certificates that are permanently archived per project, satisfying IRS compliance requirements. Beyond signatures, firms can issue and track document requests through a dedicated client portal, manage engagement letters and approvals, log billable time, and collect payments, all within the same interface.\n\nCPA Relay targets accounting and tax preparation practices that need a structured, audit-ready client workflow without the overhead of assembling multiple disconnected tools. The project-based architecture keeps client communications, signed documents, billing records, and collected files organized in one consolidated workspace, giving firm staff and clients a clear, consistent collaboration environment throughout the engagement lifecycle.","image":"https://images.g2crowd.com/display-layer-screenshots/2156082/d58e0879ece12c495f14e0edc82435a21a0cef986fb5dfb1fa764543e36fb72c.png","url":"https://www.getapp.ca/software/2380999/cpa-relay","@id":"https://www.getapp.ca/software/2380999/cpa-relay#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.ca/software/2380999/cpa-relay#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Accounting Practice Management Software","position":2,"item":"/directory/549/accountant/software","@type":"ListItem"},{"name":"CPA Relay","position":3,"item":"/software/2380999/cpa-relay","@type":"ListItem"}]}]}
</script>
