Firm
Bookkeeping and accounting firms of any size.
Per client, billed monthly
Founding price for early-access firms, locked while you stay.
| Clients 1–25 | $29List price $39 |
|---|---|
| Clients 26–100 | $22List price $29 |
| Clients 101+ | $15List price $19 |
- Penny on every client, no usage meter
- Unlimited team members, with roles
- Statement extraction and bank feeds
- All reports and exports: Excel, PDF, Word
- QuickBooks Online and prior-year import
- Catch-up years at no extra charge
- Invoicing and payments
- Tax prep with per-owner K-1s
- Google Drive automations
- Client portal in your firm's name
- $99 monthly minimum