ERAG Accounting is the practice suite for accounting & tax firms: engagements, document checklists, deadlines, billing — and an AI that chases the missing W-2s, drafts the letters, and answers questions grounded only in that one client's documents. Never anyone else's.
Client confidentiality isn't a policy here — it's the architecture.
Every client gets their own knowledge namespace the moment they're created — a separate index, not a filter. A question about one client physically cannot retrieve another client's documents.
Assign staff to a client and only they (plus admins) can search that client's library. Reassign someone and their access — including the search index itself — is re-sealed immediately.
Ask Baxter about a client and it reads exactly two places: that client's sealed library and your firm's shared Tax Knowledge Library. Every answer cites its sources; every action lands in the audit trail.
The client answers a short secure interview — sold stock? rental? K-1s? — and each yes adds exactly the right document requests, 1099-B to 1098-T. Simple returns aren't over-chased; complex ones miss nothing.
“Request all missing” sends ONE firm-branded email listing every outstanding document with one upload page — clients upload the actual PDFs, which file into their sealed library and check off the list. Email attachments file themselves too.
ERAG fills the official IRS Form 4868/7004 with the client's identity and balance-due estimate, files the package into their library, and tracks it prepared → mailed / e-filed → accepted. Honest scope: your firm transmits; ERAG prepares and tracks.
Firm name, color and disclosures on every chase email, organizer, engagement letter and invoice. Your clients correspond with your firm — the platform stays invisible.
Track time, watch WIP, turn unbilled hours into an invoice in one click — and with your Stripe connected, every invoice email carries a real Pay button. Payments post into the invoice and the firm's books automatically.
A double-entry ledger is built into the plugin: every client invoice and payment posts to it automatically, with a journal export an auditor will accept — the firm that does the books has its own books done.
Practice management suites charge per seat, per module, per busy season. ERAG Accounting is $129/month for the entire workspace.
$129/month
Included free on self-hosted ERAG — open core.