Accounting firm software for a calmer tax season.

UtahIQ builds custom software for Utah CPAs and bookkeeping firms. It can chase client documents, track deadlines, run secure client portals and report on work in progress.

Sample mockup of Accounting firm software: a dashboard on a laptop and an AI text conversation on a phone
Free sample mockup. Made-up data, not a real customer.

What we can build.

Starting points. Yours is built around how you work.

  • Document requestsAutomatic reminders until clients send everything.
  • Client portalA secure place to share files.
  • Deadline trackingEvery return and filing in one view.
  • Workflow boardsSee what is stuck and who has it.

A good fit if…

  • Tax season means chasing documents.
  • Sensitive files travel by email.
  • You cannot see the status of work at a glance.

Simple, start to finish.

You know your business. We handle the software.

  1. 1

    Draw what you need

    Use the blueprint below, or just call us.

  2. 2

    We design it around you

    What it does, what it connects to, what it costs.

  3. 3

    We build it and plug it in

    Connected, tested on real work, your team trained.

Straight answers.

Can it connect to QuickBooks?

Usually, yes. If your accounting or tax tool has an integration or an API, we can connect to it.

How much does it cost?

It depends on what the software needs to do, so we quote each project after a free consultation. You get the cost and timeline before any work starts.

Who owns the software?

You own the custom software we build for you. Anything with an ongoing cost, such as phone minutes or hosting, is explained and quoted up front.

Draw your software. We'll tell you what it takes.

Pick what you need and watch the blueprint draw itself. We reply within one business day.

Prefer to talk? 385-378-7305

What do you want built?

Pick as many as you like.

What kind of business is it for?
What should it do?

Optional. Pick anything that matters.

Where should we reply?

When do you want this?