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For CPA Firms

Canvas Cloud for US CPA Firms

Sales tax, 1099, payroll tax, GAAP close, and CFO intelligence — running continuously across all your clients.

Complete technology layer for US accounting

Canvas Cloud gives your CPA firm a complete technology layer for US accounting and tax compliance — from bookkeeping to sales tax to 1099 to CFO advisory. Every module is built for US accounting standards, IRS requirements, and multi-state tax law.

Module coverage

  • Bookkeeping & Monitoring

    Daily bank reconciliation with AI-assisted matching. Transaction reclassification queue. Chart of accounts health monitoring. Bill approvals and approval workflows. Document requests and client upload portal. 24×7 monitoring agents watching every client’s books.

  • Sales Tax & Nexus Tracking

    Economic nexus monitoring across all 50 states. Revenue and transaction count tracked against each state’s threshold. Approaching threshold alerts before nexus is triggered. Sales tax filing calendar with due dates, liabilities, and filing history. State registration management.

  • 1099 Compliance

    Vendor payment aggregation across all payment types. 1099-NEC and 1099-MISC eligibility determination. W-9 collection tracking with automated follow-up emails. Compute Now engine recalculates eligibility on demand. Export to Track1099 CSV format.

  • Payroll Tax Oversight

    Form 941 quarterly filing calendar with deposit variance detection. Form 940 annual FUTA tracking. State SUTA deadlines by jurisdiction. Payroll journal entry review with GL comparison and variance flagging. Suggested correcting entries.

  • GAAP Close

    Structured close process with automated validation gates. Book close checklist with blocking and non-blocking items. AR reconciliation with match rate scoring. AP reconciliation. Bank reconciliation. Close Readiness Score updated daily.

  • CFO Intelligence

    Financial health scoring across 9 dimensions — Margin Health, Compliance Health, Channel Health, Revenue Realization, Customer Quality, Reconciliation Integrity, Vendor Leakage Risk, Cash Flow Stress, AP/Payables Health. Proforma P&L and scenario modelling. 13-week cash flow forecast with three scenarios. AI-generated narratives and recommendations.

  • Budget

    Budget creation with AI agent — guided 5-decision flow using historical data. Manual entry and Excel import. Monthly variance analysis with budget vs actual reporting.

  • Continuous Monitoring

    Pre-built agents for AR aging, AP aging, duplicate payments, payroll variances, nexus thresholds, W-9 gaps, cash flow warnings, budget deviations. Custom agents via plain English. Workflow queue with full source data for every alert.

  • Custom Agents & Workflows

    Build monitoring agents specific to your practice without any coding. Describe a business rule in plain English — “Alert if any client approaches nexus in a new state this quarter” — and Canvas compiles it into a deterministic query that runs continuously. Create multi-step workflows and approval chains from a single prompt.

Run your entire practice through conversation

The Canvas Assistant is how your team operates Canvas day-to-day. Ask it anything about any client — it pulls real data and gives you answers grounded in the books.

  • “What should I focus on today?” → Prioritised briefing: sales tax deadline, overdue AR, missing W-9s
  • “Which states are approaching nexus threshold?” → Multi-state nexus summary with days/revenue remaining
  • “What journal entries need my review?” → Pending draft entries with source workflow and amounts
  • “Send a payment reminder to [client]” → Composes email with invoice detail, waits for your send
  • “What’s our 1099 penalty exposure if we don’t collect W-9s?” → Calculates backup withholding + filing penalties
  • “Are there any payroll tax deadlines this week?” → Jurisdiction-level calendar summary

AI prepares. You approve. You’re accountable.

Every filing Canvas prepares, every email it drafts, every journal entry it suggests — queued for your review before anything happens. Your professional judgment stays in every decision. Canvas removes the manual work that prevents you from applying it.

What US CPA firms gain with Canvas

  • Catch sales tax nexus before it’s triggered — not after
  • Stop discovering 1099 W-9 gaps in January when it’s too late
  • Deliver monthly CFO advisory as a standard service
  • Give clients proactive alerts instead of reactive compliance
  • Serve more clients without adding staff

Canvas Cloud for US is live at us.memintel.com — running on real demo accounts across bookkeeping, compliance, CFO intelligence, and the Canvas Assistant.

See Canvas Cloud for US CPA firms in action

We’ll walk you through a live demo — bookkeeping, sales tax, 1099, CFO intelligence, and the Canvas Assistant — running on real data.

See a Live Demo (US)