FinXteam AI

Built for accounting professionals

The CPA Hub

Everything you need to prepare review-ready client books on FinXteam AI — playbooks, the FinXteam partner training program, and a peer network of firms already doing it.

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Quick linksOpen the CPA Portal →Read the docs →Apply for partner training →Refer a firm →

Resources

Everything you need, in one place

Six pillars to make you and your clients successful on FinXteam AI.

Practice playbooks

Step-by-step workflows for onboarding a client, running a monthly close, prepping a tax package, and handling exception queues across multiple books.

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Training library

40+ short videos covering the CPA Portal, review threads, audit trail, M-1 worksheet, fixed-asset register, and the AI exception inbox.

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Templates & checklists

Engagement letters, client-onboarding questionnaires, year-end packets, partner-tax workpapers — downloadable and ready to brand.

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Office hours

Live Q&A every other Tuesday with our accounting and product team. Bring real client books; we work through edge cases together.

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Peer community

Private Slack workspace for partner CPAs. Share workflows, swap referrals, and get answers from firms already running 50+ clients on FinXteam.

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CPE-eligible events

Quarterly webinars on AI in accounting, multi-state nexus, and emerging IRS rules. Most qualify for NASBA CPE credit.

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Partner program

Grow with us as a FinXteam AI partner

Three tiers, three sets of benefits. Move up as you onboard more clients.

Associate

1+ active client

  • Free CPA Portal access
  • Full training library
  • Community Slack
  • Standard support
Start here
Most chosen

Trained Partner

5+ active clients · completes FinXteam partner training

  • All Associate benefits
  • Listed in our Partner Directory
  • Priority support queue
  • Co-marketing opportunities
  • Early access to new agents
Join partner training

Strategic

20+ active clients · invite only

  • All Trained Partner benefits
  • Dedicated partner manager
  • Quarterly business reviews
  • Direct line to product team
  • Revenue-share on referrals
Talk to us

Already a partner? Open the portal.

Manage all your clients from one place — review threads, tax packages, exception queues, and the audit trail. No per-seat fee.

Open CPA PortalTalk to our team