The Best Experience for Your Accounting Clients
Make client intake effortless, organized, and stress-free for accountants.
Janet
Tax Client
Before Judo:
Tax season was a mess. I was buried in emails, scrambling to find documents, and always worried something important would slip through the cracks.
After Judo:
Judo made tax season stress-free. I can upload everything in one place, stay on top of tasks, and never worry about missing a document. It’s simple, organized, and gives me peace of mind.
Alana
CPA
Before Judo:
Managing taxes was chaos. Clients would send the wrong documents, and I spent way too much time chasing them down.
After Judo:
Judo turned tax season into a breeze. Everything’s organized, clients upload docs directly, and I can focus on what matters—delivering accurate returns without the stress.
See Judo in Action
Keep Accounting Clients on Track with Smart Checklists
No more back-and-forth emails. Judo guides clients step by step, so they know exactly what to do. In-app chat lets you provide instant support when needed.
Reduce Errors with Adaptive Accounting Questionnaires
Ensure accurate, complete submissions the first time. Judo’s smart forms include tooltips, validation, and clear instructions—so clients never get stuck.
Save Time with Ready-to-Use Accounting Templates
Jumpstart your workflow with pre-built templates for accounting professionals—or customize your own for even greater efficiency.
Stay Organized with a Centralized Accounting Dashboard
Track requests, manage documents, and monitor progress—all in one secure place, giving you full visibility and control.
Save time with your own AI Copilot
Work smarter, move faster, and get 10x more done.
Flexible Pricing to Suit Your Business
Scalable pricing designed to grow with you, whether you’re just starting out or already established.
| Solo | Business | Enterprise | |
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| For individuals running a small business with basic needs | For small to medium-sized businesses with multiple employees requiring access to data rooms | For high volume data room use | |
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Base price/month
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$75 | $250 | $1000 |
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Included Studio users
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1 | 5 | 25 |
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Price per additional user
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$50 | $50 | $50 |
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Number of active data rooms
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100 | 250 | 500 |
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Price per additional data room
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$10 | $10 | $10 |
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Client participants per data room
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2 | 10 | 25 |
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File storage included per data room
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50MB | 250MB | 500MB |
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Data retention
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1 year | 3 years | 5 years |
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Organization features
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Studio users edit templates, create data rooms and share out to clients
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Assign tasks to Employees or Data room viewers
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“Need to know” restrictions within the dataroom for sensitive information (e.g., payroll)
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AI Features
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AI Assistant can answer domain-specific questions in the studio
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Copilot: Assistant can manage the workspace for you
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Automatically tag files by document type (specific tax form, bank statement, etc) - Coming soon
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Talk to Us
Get in touch for a guided tour.