We use strictly necessary storage to run this site and to credit the partner who referred you, and optional storage to see which campaigns work. See our Cookie Policy for details.
For accounting and bookkeeping practices, from an independent bookkeeper working alone to a firm with a team. Eliminate the "shoebox problem" and stop being a data entry machine.
At a $65 hourly cost, every plan below pays for itself at 3.3 to 4.3 hours saved per client a year — under 20 minutes a month. Work out your own threshold.
Billed $387 quarterly
Value Comparison
Your Cost: $26/client
Retail Value: $59/client (Professional Plan)
Scalable Add-ons
Billed $987 quarterly
Value Comparison
Your Cost: $22/client
Retail Value: $59/client (Professional Plan)
Scalable Add-ons
Billed $1,797 quarterly
Value Comparison
Your Cost: $20/client
Retail Value: $59/client (Professional Plan)
Scalable Add-ons
Enterprise
For firms that want clients working in a portal carrying their own branding rather than ours, or an arrangement beyond what Scale covers. It is priced separately from the firm plans and scoped with you, so tell us how your firm works and what your clients need to see.
We’ll come back to you with what it would take.
All plans include self-serve setup at no additional cost. White Glove Setup is optional for firms who want our team to handle configuration.