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Bank statement processing and QuickBooks sync, built for accounting firms.

• Reads every transaction on every page, including dates, amounts, descriptions, and running balances
• Three approvals of the same categorization locks the pattern, and the system applies it on its own from then on
• Syncs directly to both QuickBooks Online and QuickBooks Desktop

A status board for your firm's monthly reconciliation workflow.

• Personal queue with your assigned clients sorted by priority
• Firm-wide admin dashboard sorted by urgency
• Per-account period tracking with task checklists

Personal and business tax return management for accounting firms.

• Find any client, household, or entity in seconds without leaving the page you are on
• Personal module: households, individuals, filing statuses, and 1040 document checklists
• Business module: entities, stakeholders, filing jurisdictions, and shareholder basis tracking

Accounting calculators and quick-reference tools, organized into purchasable packs.

• Seven calculator packs in total: a free Starter pack plus six paid packs your firm can add as needed
• Tax estimators, deduction calculators, and payroll utilities the firm reaches for every week
• Loan amortization, Social Security, and RMD calculators ready when a client question lands

A secure client document collection portal for accounting firms.

• Secure links let clients upload without creating an account or remembering a password
• Files upload directly to encrypted cloud storage, never sitting in someone's inbox
• Reusable document request templates for recurring collections like tax season

A client relationship and institutional knowledge base for accounting firms.

• Relationships that link both ways across the directory (spouse, partner, attorney, referral source)
• Notes carry timestamps and attribution, so the firm always knows who learned a fact and when
• Pulls activity from Returns, Docs, and Books into a single view of the client

Lightweight time tracking purpose-built for accounting firms.

• Timer mode that supports multiple concurrent timers when the day jumps between clients
• Manual entry with quick-entry favorites for the work the team does every week
• Configurable hourly rates and quarter-hour rounding to match your firm's billing

A searchable help center for the Cairn tools your firm uses.

• The team only sees help articles for the apps your firm subscribes to
• Full-text search across every article in your firm's library
• Article feedback lets the team flag what is unclear, so the docs get better over time

Personal note-taking for accounting professionals, with daily pages, quick capture, and ambient calm.

• One page per day, focused and unhurried, always ready when you open the app
• Zero-friction capture that saves as you type, so a thought lands on the page before it gets away
• Keyword-based tag suggestions that learn your vocabulary and surface old notes when you need them

An email intake assistant that classifies, extracts documents, and routes content to the right Cairn app.

• Classification that knows accounting, so it can tell a 1099 from a newsletter without help
• Extracts the key fields from K-1s, W-2s, 1099s, bank statements, and receipts
• One-click routing to Returns, Docs, Statements, Receipts, and Notices, so nothing gets lost