Sole practitioner accounting workflows

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Is Hivi-X sized for solo CPAs?

Starter tier supports 50 clients; Professional 200 — built for micro-firms dominated by solo practitioners in NAICS 5412.

Do I need TaxDome as a solo?

Only if you need full PM. Many solos only need to fix document collection this season.

Can I start mid-season?

Yes. Build a T1 template and migrate active clients checklist-by-checklist.

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