For accountants
Free for accountants and bookkeepers. Always.
Your clients invite you, and you see all of them in one list with cash, receivables, payables and what needs review. You never pay: not for your login, not for working in client books, and not for your own firm's books.
30 days free. No credit card to start. Unlimited users.
What you get
- One list of every client. Accept invitations and switch between client companies in a click.
- Questions come to you. Clients use "Email your accountant" from any screen, with a link to what they were looking at.
- Fix it where you find it. Click through any report to the transaction behind it and correct it on the spot, with every change in the activity log.
- Trial balance to tax software. Export with prior-year balances in layouts for CCH Axcess, UltraTax CS, Drake and Lacerte, as Excel or CSV.
- Bring their history over. Import a general journal and chart of accounts from a client's previous software, with a preview and one-click undo.
- Recurring and reversing entries. Set up monthly accruals that post on schedule and reverse on the first of the next month.
Questions
Is it really free for accountants?
Yes. Each client business has its own subscription. Your login and your own firm's books are free.
Can I set up a new client?
Yes. Start from a chart of accounts for their type of business, with equity accounts for their entity type.
Can I lock a period after review?
Yes. Owners can set a lock date so closed periods can't change.