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Stamped accounting workflow explanation

Simplify year-ends,
from start to finish

Stamped is a centralized platform that automates every step of year-end accounting to help CPA firms complete engagements faster and more efficiently.
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Reduce delays and errors
Automated tasks and real-time system integrations help you close year-ends faster and ensure accuracy.
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Increase client satisfaction
Centralized client portal provides self-serve onboarding, optimizes communications and improves retention.
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Maintain compliance at all times
Designed in accordance with current regulations to guide you through the process and support compliance.

One year-end platform for everything your CPA firm needs

auto-intégration pour les clients du CPA

Empowering Client Engagement

With Self-Serve Onboarding, clients take charge: connecting accounting systems, providing billing information and inviting their team – all on their terms. We've addressed the challenges of traditional onboarding, ensuring efficiency and eliminating delays and confusing.

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Collaborate Easily with Requests

Experience Stamped's Requests feature – a robust solution designed to address common pain points in your workflow. No more struggling with scattered communication and information lost in the shuffle. Embrace the ease of submitting clients requests seamlessly and effortlessly track statuses.

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Streamline Workflow with Notebooks

Notebooks centralizes financial data seamlessly, streamlining compilations, reviews, audit and year-end tax filings for an efficient workflow. With innovative features tailored for CPAs, it's the solution you need to enhance your firm's processes.

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Simplify Financial Reporting

Struggling with scattered financial statements in Word and Excel? Enter a new era of efficiency with Stamped's Financial Statement Builder – a unified platform! Easily create precise statements, reduce errors, and achieve proven increase in reliability.

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Centralized Deliverables

Discover our dedicated platform for centralized deliverables! Enhance your firm's credibility through seamless deliverables management, by effortlessly organizing all your clients' facing documents in one place.

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Hear what our clients say

6DT Conseil logo

We have been looking for a 100% virtual solution that would allow us to reduce delays and costs but above all better communicate with CPA auditors and with our customers. The transition is quick and easy as it is done in just a few clicks.

Founder of 6DT Conseil

Christiane Constantineau

CEO 6DT
Livia Accounting logo

In seeking a new solution, Livia was looking for a CPA firm partner adopting a tech-based model utilizing modern technologies to deliver higher quality deliverables and customer experience.

Found of Livia Accounting

Thierry Veilleux

Founder of Livia Accounting

BUSINESS OWNERS AND BOOKKEEPERS

Our in-house CPAs are here to help

We make year-ends seamless, so you can focus on growing your business.
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Corporate tax filing
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Compilation engagement
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Review engagement
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Audit engagement

Try Stamped and experience the future of year-end accounting

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