Accounting Practice is a comprehensive accounting automation platform designed for CPA firms and accounting practices. It automates core bookkeeping workflows including bank reconciliation, AI-powered transaction categorization, and bidirectional QuickBooks synchronization. Key features include: - Tax planning and preparation with real-time liability calculations, quarterly estimate automation, and AI-powered deduction optimization across multiple business entities - Payroll processing with federal, state, and local tax calculations, multi-state compliance validation, and year-end W-2 generation - Sales tax compliance monitoring with economic nexus tracking, multi-jurisdiction rate calculations, and filing deadline management - Client management with comprehensive profiles, automated deadline tracking, document organization, and performance dashboards - OCR-powered document processing for extracting data from invoices, receipts, and PDF statements - Compliance monitoring for tax deadlines and filing requirements with automated alerts and audit trail maintenance

🏢 Accounting Practice MCP Server

A comprehensive Model Context Protocol (MCP) server designed specifically for accounting practices. This custom MCP server automates bookkeeping, tax planning, payroll processing, sales tax compliance, and client management workflows.

🚀 Features

📊 Bookkeeping Automation

💰 Tax Planning & Preparation

💼 Payroll Processing

🏛️ Sales Tax Compliance

📞 Client Management

🔄 Integrations

🛠️ Installation & Setup

Prerequisites

1. Clone and Setup

# Clone the repository
git clone 
cd accounting-practice-mcp
Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
Install dependencies
pip install -r requirements.txt

2. Configure MCP Client

{
  "mcpServers": {
    "accounting-practice": {
      "command": "python",
      "args": ["path/to/accounting-practice-mcp/server/main.py"],
      "cwd": "path/to/accounting-practice-mcp"
    }
  }
}

3. Initialize Databases

🎯 Quick Start Guide

1. Create Your First Client

# Using the MCP tools through your AI client
"Create a new client profile for ABC Company, a manufacturing business in Texas"

2. Process Bank Statements

# Upload a bank statement and let the AI categorize transactions
"Process the bank statement file for ABC Company from January 2024"

3. Run Tax Planning

# Get comprehensive tax analysis and recommendations
"Run quarterly tax planning analysis for ABC Company"

4. Calculate Payroll

# Process payroll for employees
"Calculate payroll for ABC Company for the period 1/1/2024 to 1/15/2024"

5. Monitor Sales Tax Nexus

# Check multi-state sales tax obligations
"Analyze sales tax nexus status for ABC Company across all states"

📋 Available MCP Tools

Client Management