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.
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, full-text search, and AI that surfaces the right document.
E-signatures
Send documents for e-signature using your firm's custom templates — without leaving the workspace. Signed copies file back to the client's SharePoint library.
Advanced PDF editing
Organize documents, combine pages, and mark up PDFs with annotations — advanced editing tools without leaving the workspace.
Custom retention policies
Set retention schedules by document classification to stay compliant with IRS, AICPA, and state rules — with a full audit trail.
Firm-grade security
Inherit your existing Microsoft 365 identity, MFA, and permissions.
Try out our interactive demo below.
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.
Select your integrations
Choose the tools you already use and map them to your current client information.
Work in your DMS
Search, e-signatures, PDF editing, and retention — on the files already in your SharePoint.
See CPA Retain in action.
A 30-minute walkthrough tailored to your firm. No slides, no sales theater.