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Paro
Practice platform for CPA firms with a client CRM, AI-generated project plans, agent workflows, SOW drafting and profitability tracking.
| What the AI does | AI Project Intelligence builds task checklists from SOWs and client calls; AI Agent Workbench runs plain-language agent workflows; Contract Builder drafts SOWs; Smart Reporting (coming soon) |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, CAS practices |
| Starting price | Free plan; Professional $399/mo (annual billing; $449/mo monthly) |
| Pricing model | Freemium subscription |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Practice Management & Workflow with AI |
| Also fits | Proposals, Pricing & Engagement Letters |
| Works with | QuickBooks, Xero |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Paro is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms and CAS practices on its own site. The job it gets hired for: running clients, work, deadlines and billing in one place, with AI built into the workflow. It also fits the Proposals, Pricing & Engagement Letters category.
What it costs
Paro has a free plan to start: Free plan; Professional $399/mo (annual billing; $449/mo monthly).
Good to know
Paro's platform for CPA firms pairs a client CRM and profitability tracking with AI that does the planning: AI Project Intelligence turns a statement of work and client calls into task checklists and flags bottlenecks, the AI Agent Workbench runs plain-language agent workflows, and Contract Builder drafts SOWs from discovery notes and suggests pricing. Starter is free for one team member with 10 agentic actions; Professional is $399/mo on an annual contract ($449 monthly) for five team members, 100 clients and 50 actions; Enterprise $799 adds unlimited seats and API access. Paro is also a finance-talent marketplace, so staffing and CAS support sit beside the software.
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