CPAs & Trusted Advisors

Clean books and fast reports, without the chasing

When your clients use Traction Ag, you skip the spreadsheets and missing receipts. Get structured data, real reports, and year-end peace of mind.

What you get and why it matters

You’re more than a tax preparer. Traction Ag gives you the clarity to guide farmer clients—without the paper chase.

CPA-ready

Financials that are categorized and crop-year accurate.

Multi-entity access

Easy access across fields, farms, and years.

No more prep panic

One-click Schedule F and 1099s. Seriously.

Reliable reports

Enabling better advising, not just compliance.

Favorite features for CPAs

Traction Ag gives CPAs what they actually want — organized data, fewer surprises, and tools built specifically for farm financials.

Easy tax reports

Schedule F, detailed general ledger reports, and balance sheets. Everything is just a click away.

Share as a team

Farmers can grant CPAs access to their Traction account so everyone is on the same page.

Multi-entity views

No more chasing down reports, logins, vendors, or receipts. Have it all at your fingertips.

“Traction makes it easy to work with my farm clients and get tax info fast — no back-and-forth, no delay.”

Jana Machniak
Roost Bookkeeping

Your farm, in your pocket

Stay on top of your accounting and field tasks from anywhere.  Whether you're in the cab, at the co-op, or off the grid, you're always connected.

Real-time balances

Track account balances across banks and credit cards, all on the go.

Payments made easy

Easily track record & categorize payments, quickly & accurately.

All of your field tasks

Verify and manage field tasks like tillage, planting, spraying, and harvest.

Pull from tools you already use

Import machine activity records from John Deere or FieldView—no manual entry.

Snap receipts

Snap receipt photos and attach them right to transactions for audit-ready books

Still using QuickBooks?

There’s an easier way, see what you’re missing.

Farm accounting that just works.

Tired of hacking workarounds in software that wasn’t built for farms? We made Traction Ag just for you.