Build Your Stack
Each tool does one thing exceptionally well. Add what your firm needs — they work alone and better together.
Cairn Stack
One login. Every tool. Complete control.
The central portal that ties your entire Cairn suite together.
- Single sign-on across every Cairn app with Auth0
- Launch any app from one dashboard — no re-authentication
- Manage subscriptions, modules, and billing in one place
Included with any subscription
Learn more
Cairn Statements
Upload a PDF. Get categorized transactions. Sync to QuickBooks.
AI-powered bank statement processing and QuickBooks sync for accounting firms.
- Upload bank statement PDFs and extract transactions with AI
- Auto-categorize transactions using firm-specific patterns that learn over time
- Review and reconcile with a human-in-the-loop workflow
- Sync directly to QuickBooks Online or QuickBooks Desktop
- Track processing usage with per-statement metered billing
from $99/mo
Learn moreCairn Clients
Track every client. Every account. Every month.
Monthly reconciliation engagement tracking for accounting firms.
- Manage your client roster with team member assignments
- Track monthly reconciliation status per bank account
- Checklist-driven task workflows for each account period
- At-a-glance dashboard — overdue accounts surface automatically
- Quick-update design — tab in, update a status, tab out
from $39/mo
Learn moreCairn Returns
Search-first tax return tracking for the full tax year.
Personal and business tax return management for accounting firms.
- Search-first interface — find any person, household, or entity instantly
- Dual-module design for personal returns (1040) and business returns (1065/1120)
- Document checklist tracking — know exactly what's been received and what's missing
- Seasonal accent switching that follows the rhythm of the tax year
- Intelligence layer that surfaces what needs attention next
In development
Cairn Docs
Secure document collection, simplified.
Client-facing document upload portal for accounting firms.
- Branded upload portal clients can access without creating an account
- Automatic organization by client, tax year, and document type
- Status tracking so your team knows what's arrived and what's outstanding
Planned
Cairn Toolbox
The reference shelf every firm reaches for.
Accounting calculators and quick-reference tools.
- Depreciation calculators with MACRS and straight-line methods
- Payroll tax reference tables updated each filing season
- Entity comparison worksheets for client advisory conversations
Planned