Retain your files, your way.
CPA Retain is a document management system built on top of Microsoft SharePoint. Your firm gets a modern DMS for clients, engagements, and workpapers — while every file stays in your own Microsoft 365 tenant.
Your files, your tenant
CPA Retain runs on top of your firm's Microsoft SharePoint. Documents never leave your Microsoft 365 tenant — no vendor lock-in on the data that matters.
A fully functioning DMS
Workspace organization, fast search, version control, retention rules, and AI assistance — a complete feature set built for CPA firms.
Built for CPAs
Organized around clients, entities, tax years, and engagements — not a generic file share bolted onto an accounting workflow.
Everything a modern DMS should be — without giving up your files.
Client Workspaces
Structured folders per client, entity, and tax year — mapped directly to SharePoint document libraries your firm already owns.
Fast document search
Find any engagement letter, workpaper, or return across every client in seconds — with metadata, tags, and full-text search.
Native SharePoint sync
Every action reads and writes to your own SharePoint sites. Users can still open files in Teams, Outlook, or Explorer — nothing is trapped in a black box.
AI document assist
Use AI to search across file metadata, spot changes, and surface the right document without opening every folder.
Firm-grade security
Inherit your existing Microsoft 365 identity, MFA, and permissions. Role-based access and audit trails on top — nothing bypassed, nothing duplicated.
Custom retention policies
Set retention schedules by document classification to stay compliant with IRS, AICPA, and state rules — with a full audit trail.
Your document workspace, running on your own tenant.
Built on Microsoft 365. Plays well with the rest of your stack.
From scattered SharePoint folders to a real DMS in three steps.
Connect your SharePoint
Sign in with Microsoft 365. CPA Retain connects to your existing SharePoint sites.
Structure your firm
Map clients, entities, and engagement types. We provision the folder and metadata layer directly inside your tenant.
Work in a real DMS
Your team gets search, retention, and a structured DMS — while every file stays in the libraries you already control.
See CPA Retain in action.
A 30-minute walkthrough tailored to your firm. No slides, no sales theater.