for CPAs and Tax Expertsfor CPAs and Tax ExpertsEvery client’s books. One CPA dashboard.
Invite unlimited clients. Each gets full bookkeeping or a simple income, expense, and mileage tracker that flows into your Expert Dashboard. Clients pay $15/month, or you absorb it into your retainer.
Income
$8,420
Expenses
$3,110
Mileage
412 mi
Income
$5,260
Expenses
$1,940
Mileage
188 mi
Income
$12,090
Expenses
$4,300
Mileage
533 mi
Expert Dashboard
Every client’s books, one login
12
Active clients
94%
Avg. substantiated
$0
Your firm pays
Unlimited clients
One login, one console. Add as many as you like.
Simple or Advanced
Power users get full books; the rest get a 3-tap tracker.
Tax folder export
P&L, balance sheet, and tax forms, ready to review and file.
Dedicated support
CPAs and clients get a direct video call within 24 hours, with fast resolution.
Unlimited clients · one login · no seat fees, ever.
Billed to your client, or to your firm · 30-day free trial.
See it on a call. Or start free.
A 15-minute call walks the dashboard, the client apps, and the tax-folder export.