a.
alt. stack
AI-Powered Practice Management Software

Build Custom Tools for Your Accounting Firm.

Cut Software Costs by 50%.

Describe what you need in plain language. Our AI agents build your custom practice management tools: CPA scheduling, client portals, workflow automation. Stop paying for bloated software.

Reduce Your SaaS Bill
app.altstack.com
Dashboard
Clients
Schedule
Documents
Messages

Active Clients

247

Pending Tasks

12

Today's Tasks

Tax return - Smith Corp
Review engagement letter
Client onboarding call

New client intake

Just now

Document signed

2 min ago

The Problem with Patchwork SaaS

Accounting firms juggle multiple subscriptions, each adding cost and complexity while scattering client data.

Calendly

Separate scheduling tool with its own subscription. Another login, another monthly bill, another silo of client data.

Typeform / Google Forms

Client intake forms disconnected from workflow. Data lives in a different system, requiring manual copy-paste.

DocuSign

E-signatures in yet another platform. Per-envelope fees add up fast during tax season.

Lightweight CRMs

Client data scattered across systems. No single source of truth for your accounting relationships.

QuickBooks / Xero Plugins

Integrations that break and require maintenance. Each plugin is another point of failure.

Data Chaos

Disrupted client journey and compliance risks. Each silo increases the chance of something falling through the cracks.

Each subscription adds cost. Each login wastes time. Each silo risks compliance.

Own your financial platform

A custom system built for how your business actually operates. No per-user fees.

Traditional Accounting Software

  • Per-user pricing ($20-70/user)
  • Rigid chart of accounts
  • Limited reports
  • Integration add-ons
  • Vendor-controlled data
  • Multi-entity extra

AltStack Accounting Platform

  • Unlimited users included
  • Custom chart of accounts
  • Unlimited custom reports
  • Native integrations
  • Your infrastructure, your data
  • Multi-entity included

Go live in 48 hours

1

Describe Your Business

Tell us your industry, chart of accounts, and reporting needs.

2

AI Builds Your Platform

We generate a complete accounting system with your structure and workflows.

3

Review & Customize

Fine-tune the chart of accounts, add report templates, configure integrations.

4

Deploy & Own

Launch on your infrastructure. You own the code and data.

Invoicing
Expense Tracking
Bank Reconciliation
Financial Reports
Multi-Currency
Tax Compliance

Everything you need for modern accounting

Invoicing

Create professional invoices, track payments, and automate reminders.

Expense Tracking

Capture receipts, categorize expenses, and track spending.

Bank Reconciliation

Connect bank accounts and reconcile transactions automatically.

Financial Reports

P&L, balance sheet, cash flow, and custom reports.

Multi-Currency

Handle international transactions with automatic conversion.

Tax Compliance

Track sales tax, generate tax reports, and prepare for filing.

AI Agents + Vibe Code for CPAs & Accountants

These AI agents work inside your practice management platform. They handle the administrative tasks that consume billable hours, from client intake to engagement letter generation.

Practice Management Software for CPAs

All-in-One
Centralized clients, engagements, and documents
Task tracking designed for accounting workflows
One dashboard for your entire CPA firm
Automated deadline tracking and reminders
  • Single source of truth
  • Eliminate scattered tools
  • Complete firm visibility

Client Portal for Accountants

Secure Access
Secure client access to messages and documents
Fewer emails and more transparency
Document request workflows with auto-reminders
White-labeled experience matching your brand
  • Better client experience
  • 60% less email
  • Branded portal

AI Agents for Accountants

Accounting AI
Draft summaries, prep notes, and reminders
Client insights at your fingertips
AI trained for CPA and accounting workflows
Automate engagement letter generation
  • Save 10+ hrs/week on admin
  • Never miss a deadline
  • AI-drafted documents

Vibe Coding for Accountants

No-Code
Build internal tools without writing code
Customize workflows in plain language
Create intake forms, approval workflows, dashboards
Your firm, your rules, your tools
  • No developers needed
  • Tools built in hours
  • Complete customization

Built for your business type

Pre-configured templates for different business needs.

Simple accounting for growing businesses.

Where it's used

  • Invoicing
  • Expense tracking
  • Tax prep
  • Cash flow

Examples

Invoice templatesExpense categoriesTax reports

Workflow

Invoice sent
Payment received
Expenses logged
Reports generated
Faster invoicingBetter visibilityTax-ready
app.altstack.com
Dashboard
Clients
Schedule
Documents
Messages

Active Clients

247

Pending Tasks

12

Today's Tasks

Tax return - Smith Corp
Review engagement letter
Client onboarding call

New client intake

Just now

Document signed

2 min ago

See Your Practice Management Platform in Action

app.altstack.com
Dashboard
Clients
Schedule
Documents
Messages

Active Clients

247

Pending Tasks

12

Today's Tasks

Tax return - Smith Corp
Review engagement letter
Client onboarding call

New client intake

Just now

Document signed

2 min ago

Client Dashboard

Centralized view of clients, engagements, and deadlines.

app.altstack.com
Dashboard
Clients
Schedule
Documents
Messages

Active Clients

247

Pending Tasks

12

Today's Tasks

Tax return - Smith Corp
Review engagement letter
Client onboarding call

New client intake

Just now

Document signed

2 min ago

CPA Scheduling

Self-service booking with smart availability and reminders.

app.altstack.com
Dashboard
Clients
Schedule
Documents
Messages

Active Clients

247

Pending Tasks

12

Today's Tasks

Tax return - Smith Corp
Review engagement letter
Client onboarding call

New client intake

Just now

Document signed

2 min ago

Client Portal

Secure document sharing, messaging, and engagement status.

app.altstack.com
Dashboard
Clients
Schedule
Documents
Messages

Active Clients

247

Pending Tasks

12

Today's Tasks

Tax return - Smith Corp
Review engagement letter
Client onboarding call

New client intake

Just now

Document signed

2 min ago

AI Agent Workflows

AI-powered engagement letters, prep notes, and deadline tracking.

Stop paying per user.

70%

Calculate Your Savings

What Accounting Firms Are Saying

AltStack transformed how we manage client onboarding. What used to take our team 2 hours per client now takes 15 minutes. The AI agents handle the repetitive tasks while we focus on what matters — building relationships.

Sarah Mitchell

Managing Partner, Tax Advisory Firm

We consolidated 6 different software tools into one platform. The cost savings alone paid for the switch in the first month, and our team productivity has never been higher.

Multi-office CPA Firm

As a growing firm, scalability was crucial. AltStack's workflow automation let us triple our client base without adding headcount. It's like having an extra team member that never sleeps.

Cloud-based Bookkeeping

The client portal alone transformed our client experience. Fewer emails, faster document collection, and clients love the transparency.

Tax Advisory

CPA scheduling with automatic reminders cut our no-shows by 40%. We should have switched years ago.

Solo CPA Practice

70% cost reduction
4→1 tools consolidated
Days to implement
40% no-show reduction

Frequently Asked Questions

What is CPA software and how does it help accounting firms?
What is tax practice management software?
What is bookkeeping software for accountants?
How can AI reduce costs for accounting firms?
What are no-code tools for accountants?
What is accounting practice management software?
How does CPA appointment scheduling software work?
What features should an accounting firm client portal include?
What are AI agents for accountants?
What is vibe coding for accountants?
What are vibe solutions for accounting firms?
What should I look for in a CPA calendaring tool?
What is the best CRM for small accounting firms?
What is a good accounting firm CRM alternative?
What is a good DocuSign alternative for accounting firms?
How do accounting document management tools improve efficiency?
What is the best chatbot for accounting firms?
Can tax deadline software sync with my existing calendar?
How does online document signature work for accounting practices?
Is accounting practice management software suitable for solo CPAs?
Take the Next Step

Ready to Build with AI Agents?

Join forward-thinking CPAs who use AI agents to vibe code their own solutions. Stop paying for software that doesn't fit your firm.

See Pricing

No commitment required. See your potential savings in 15 minutes.