60-day free trial

$5 per active company. All included.

Only pay for clients you're actively working on. Setup, demo, and archived companies aren't billed. Unlimited users and every feature included.

Start free for 60 days — no credit card required.

Everything included

  • 60-day free trial — no credit card required
  • Unlimited firm users
  • QuickBooks connection for client books
  • One workspace for all clients and companies
  • Tasks, deadlines, and assignments
  • Workflows your team can review
  • AI assistance for bookkeeping and month-end tasks
  • Human approvals and manager sign-off
  • Client portal
  • Documents and client requests
  • Engagement letters
  • Reports and financial review
  • Complete activity and audit log
  • No setup fees
Get started freeBook a demo

FAQ

$5 per active company. All included.

Create your firm, add a client, and try a real workflow. Start free for 60 days — no credit card required.

Get started freeBook a demo