Built for CPA firms
We do the messy bookkeeping.You do the advice and the filings.
KiwiBooks automates the work CPAs don’t want to do: categorization, receipt matching, bank reconciliation, mileage, quarterly estimates, customer support. You stay in advisory and tax filings, where your hours are actually worth billing. Unlimited clients, one login, no seat fees.
No card to start · Unlimited clients · No firm subscription
Platform cost
$0
No seat fees, no firm subscription. Add unlimited clients on one login.
AI confidence
0%
Average match score on bank transactions and receipt OCR.
Time to set up
<0 min
Create your firm, invite the first client, hand them the app.
From tax-season stress to year-round confidence.
Expert reviews
What tax pros say.
CPAs, EAs, and bookkeepers who put KiwiBooks through its paces.
“What really sets it apart is the built-in Tax Center, which helps business owners estimate and understand their tax obligations throughout the year.”
“The platform is clean, intuitive, and easy to navigate, and I was especially impressed with the tax-focused features.”
“After 35 years as a CPA, I was impressed with KiwiBooks' focus on simplicity and value for small businesses and accounting professionals.”
“I really like that KiwiBooks is simple, clean, and easy to use without feeling overwhelming.”
Three steps from invite to filed.
Most of the work happens without you. You step in for the judgment calls.
Step 01
Invite.
2 clicksSend a magic link by email. Plaid connects in two clicks. Transactions sync automatically each month.
Step 02
AI does the books.
ContinuouslyClient uploads receipts, bills, and mileage in the app. AI categorizes at 95%, maps each line to the right IRS form, calculates tax estimates and sends quarterly reminders.
Step 03
Lock and export.
One clickAt year-end, reports and tax forms are ready to export and file. P&L, balance sheet, every supporting schedule, every IRS form, all in one xlsx. Hand it to the preparer or file it yourself.
Manage your clients and access their books
Acme LLC
sarah@acmellc.co
Beth Carter
beth@bethsbakery.com
Chen Holdings
lin@chenholdings.co
Dunn & Co.
mark@dunnandco.com
Evans Farm
tom@evansfarm.us
Step 01
Invite.
2 clicksSend a magic link by email. Plaid connects in two clicks. Transactions sync automatically each month.
Manage your clients and access their books
Acme LLC
sarah@acmellc.co
Beth Carter
beth@bethsbakery.com
Chen Holdings
lin@chenholdings.co
Dunn & Co.
mark@dunnandco.com
Evans Farm
tom@evansfarm.us
Step 02
AI does the books.
ContinuouslyClient uploads receipts, bills, and mileage in the app. AI categorizes at 95%, maps each line to the right IRS form, calculates tax estimates and sends quarterly reminders.
Finance Hub · 2026 Year to Date
Business Health
You averaged $1,840 net income per week over the last 12 weeks.
Step 03
Lock and export.
One clickAt year-end, reports and tax forms are ready to export and file. P&L, balance sheet, every supporting schedule, every IRS form, all in one xlsx. Hand it to the preparer or file it yourself.
Year-end checklist complete
8 of 8 reconciliation tasks done
Schedule C Summary
Net profit $52,780 · ready for 1040
Profit & Loss Report
Income $124,580 · Expenses $42,310
Mileage Log
43 trips · 1,847 miles · $1,237 deduction
Asset Depreciation
5 assets · $18,400 total basis
1099 Vendor Summary
12 vendors · 4 require 1099
Take a closer look.
Every surface your firm and your clients touch. Pick any one to see how it works in practice.
Manage your clients and access their books
Acme LLC
sarah@acmellc.co
Beth Carter
beth@bethsbakery.com
Chen Holdings
lin@chenholdings.co
Dunn & Co.
mark@dunnandco.com
Evans Farm
tom@evansfarm.us
CPA Admin panel.
Manage every client from one console. Invite clients with one click, track which books need review, and switch between client files without changing accounts.
One price per client.
You choose who pays.
Your client gets the KiwiBooks app; you get the full Expert console. The platform's free for your firm, and the $15/client software fee is billed to your client, or to you.
Accountants and Bookkeepers
Full Expert console. Unlimited clients. No firm subscription.
- Unlimited client access
- Real-time collaboration
- Multi-client dashboard
- AI-powered categorization
- Audit-ready records
- Lock period
- Deduction finder
- Under 24h support turnaround
- IRS-ready reports: Schedules C/E/F, 1040
- Standard reports: P&L, Balance Sheet, Fixed Assets, Customer Statements, 1099 Tracker
Business Owners
After 30-day free trial. No card to start.
- Conversational AI bookkeeping
- Securely connects to 10,000+ banks with Plaid
- Bank reconciliation with smart auto-categorization
- Receipt scanning & auto-matching
- Professional invoicing & estimates
- Mileage tracking
- Annual and quarterly tax estimates
- Tax-ready reports
- Up to 6 business entities
- Unlimited transactions
- Unlimited CPA access
Per client, you choose: bill the $15/month to your client (direct via Stripe), or to your firm. Switch anytime.
The KiwiBooks difference.
Your firm’s current setup vs. what changes when every client is on KiwiBooks.
Software cost per client
Cost for the CPA to use
Support response
AI categorization
Entity coverage
Period lock + audit log
Entity coverage
Built on the infrastructure you’d pick yourself.
Bank data, billing, and hosting through the platforms a CPA already trusts.
Bank linking, 10,000+ institutions
Client billing handled end-to-end
Hosted on AWS, region-isolated
Bank tokens never leave KMS
Every change tracked, lockable periods
Questions, answered.
Everything you need to know about KiwiBooks for CPAs and the small businesses they serve.
See it on a call.
Or start free.
A 15-minute demo walks the CPA console, the client experience, and the tax export. Or set up your firm in two minutes and explore on your own.
Questions? Send us a message.
Not a CPA?
KiwiBooks works for bookkeepers and business owners too.
Run a bookkeeping practice? AI does the first pass, you review and approve. Run a business? AI keeps your books tax-ready for $15/month after a 30-day free trial, no card to start.