Build Your Stack

AI-powered bank statement processing and QuickBooks sync for accounting firms.

• AI reads every transaction. Dates, amounts, descriptions, balances.
• Pattern learning. Three approvals locks a categorization pattern.
• 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
• Personal: households, individuals, 1040 document checklists
• Business: entities, stakeholders, jurisdictions, shareholder basis

Accounting calculators and quick-reference tools.

• Seven calculator packs: Starter (free) plus six paid
• Tax estimators, deduction calculators, payroll utilities
• Loan amortization, Social Security, RMD calculators

Secure client document collection portal for accounting firms.

• Secure links. Clients upload without creating an account or remembering a password.
• Files upload directly to encrypted cloud storage
• Reusable document request templates

Client relationship and institutional knowledge base for accounting firms.

• Relationships that link both ways (spouse, partner, attorney, referral source)
• Notes with timestamps and attribution, so you know who learned it and when
• Pulls activity from Returns, Docs, and Books into one view

Lightweight time tracking purpose-built for accounting firms.

• Timer mode with multiple concurrent timers
• Manual entry with quick-entry favorites
• Configurable hourly rates and quarter-hour rounding

Searchable help center for the Cairn tools your firm uses.

• See only help articles for the apps your firm subscribes to
• Full-text search across all articles
• Article feedback for continuous improvement

Personal note-taking for accounting professionals. Daily pages, quick capture, ambient calm.

• One page per day. Focused, unhurried, always ready.
• Zero-friction capture that saves as you type
• Keyword-based tag suggestions that learn your vocabulary

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

• AI classification that knows accounting (tells a 1099 from a newsletter)
• Extracts key fields from K-1s, W-2s, 1099s, bank statements, and receipts
• One-click routing to Returns, Docs, Statements, Receipts, and Notices