For CPAs, bookkeepers and enrolled agents who keep books for small-business clients. KiwiBooks runs the first pass. You review, lock and export.
Intuit is discontinuing QuickBooks Online Accountant on December 31, 2026 and moving firms to Intuit Accountant Suite. If that change has you reviewing your tools, KiwiBooks is worth a look. KiwiBooks is a separate product. It does not import a QuickBooks company file. You can bring transactions and contacts in from a CSV, then review them before they post. Read the KiwiBooks vs QuickBooks comparison.
Your hours go to the judgment calls.
One email brings a client into your console.
On Pro, bank transactions arrive categorized and mapped to their tax lines.
Work the review queue, lock the period, and export one tax workbook.
Clients can use a Simple view that keeps the accounting out of the way. You work in the ledger.
The same capabilities listed on the capabilities page, chosen for a practice.
Accountants manage every client from one console: see which books need review, open the ledger, lock periods and export. Unlimited clients, no seat fees, no firm subscription. You choose who pays for each client’s Pro: the client or your firm. Clients can switch to a Simple view that keeps the accounting out of the way.
At year end, export one xlsx with a cover sheet, the 1040, Schedules C, E, F and SE, Forms 1065, 1120 and 1120-S, and Form 4562. Hand it to your preparer.
Every change is recorded in an audit log. Lock a period once it is filed, and the numbers you reported cannot drift.
Every capability, with the screen it lives on, is on the capabilities page.
KiwiBooks prepares tax-ready reports and an export. It does not file tax returns, pay the IRS, or give tax advice. Bank sync and automatic categorization are part of Pro. The free plan has no time limit and needs no card. A full QuickBooks company file import is not available. Client plans are on pricing.
Bill each client’s Pro to them, or fold it into your fee.
$0/month for your firm
Everyday bookkeeping, with manual entry and imports.
Free plan, $0
No billing cycle. Free stays free.
No card, no time limit.
What you get
Bank sync and automatic categorization to speed up your review.
$15/month
$15/mo, or $120/yr ($10/mo, Save 33%). Renews automatically; cancel anytime in Settings. Try free for 7 days, no card.
No card. Trial ends on Free unless you subscribe.
Everything in Free, plus
* Fair use limits apply. See Terms.
Written for the same questions a firm asks before it switches software.
How KiwiBooks compares with QuickBooks for a small-business practice.
Invite a colleague by work email. Every action inside a client’s books is logged under their name.
A Simple view for the client and the full ledger for the accountant, on the same books.
More on comparisons and the blog. Bookkeepers have their own page. The one-page leave-behind is the CPA brochure.
No. Firms use the Expert console free across every client, with no seat fees. When a client wants Pro, the fee is billed to the client or to the firm, whichever you set per client.
Currently, KiwiBooks supports CSV import for transactions and contacts. You can upload your exported CSV files from other software through the Finance Hub → Transactions page using the import button.
KiwiBooks supports Schedule C (sole proprietorship), Schedule E (rental and royalty), Schedule F (farming), Form 1065 (partnership) with Schedule K-1 shares, Form 1120 (C-Corp), Form 1120-S (S-Corp) with K-1 shares, and a Form 1040 personal consolidator that rolls up every entity. Each one maps to the correct tax-form line items at the category level.
The lock period lets you prevent changes to transactions in prior tax years. Once locked, no one can edit, add, or delete transactions in that period. This protects your filed tax records from accidental modifications.
Yes. Go to Settings → Audit Log to see a chronological record of all actions taken in your account, including who made changes and when. This is useful for accountability and for working with advisors.
A 15-minute demo on the booking page, or your firm set up in a few minutes.
