Client management for bookkeeping firms that connects to client QuickBooks files for faster file reviews, client questions and custom reports.
Best for bookkeeping firms with many QuickBooks clients.
Pricing on request (demo first).
From the vendor's pricing page, checked . Prices change; confirm on the vendor's site before you buy.
Other tools in for bookkeepers.
Practice management for accounting firms: integrated email, workflows, time tracking, billing, client portal and AI.
Verdict. Best for growing bookkeeping firms that live in email and need team workflows.
Published price. Team $59/user/month and Business $89/user/month paid annually ($79 and $99 paid monthly, teams of 4+). Checked Oct 22, 2026.
All-in-one firm platform: CRM, client portal and app, document storage, e-signatures, workflows, billing and a bookkeeping hub that connects to client ledgers.
Verdict. Best all-in-one for firms that do both tax and bookkeeping.
Published price. Essentials $800/year per seat (solo). Pro $1,000/year per seat. Business $1,200/year per seat (1-year terms; less on 2- and 3-year terms). Checked Oct 22, 2026.
Workflow and client management for accounting firms: checklists, client task requests, portal, billing and a month-end close add-on.
Verdict. Best affordable workflow tool for small and solo bookkeeping firms.
Published price. Solo $19/month, Team $49/user/month, Scale $69/user/month, billed annually. Month-End Close add-on $5 per client/month. Checked Oct 22, 2026.