Vetted Score
4.6
/ 5.0
Earns a high score for its robust client‑management features, seamless cloud access, and strong integration with QuickBooks Online.
Key Features
Client Management Dashboard
Centralized view to manage multiple client accounts, track tasks, and monitor financial health.
Integrated Bookkeeping Tools
Access QuickBooks Online features such as invoicing, expense tracking, and bank reconciliation.
Collaboration & Permissions
Securely share access with clients and team members, set role‑based permissions, and collaborate in real time.
Frequently Asked Questions
Yes, the accountant version is free with no subscription fees; client accounts are billed separately.
Absolutely—accountants can add, view, and switch between unlimited client firms within the same interface.
It is available via any web browser and has native iOS and Android apps for on‑the‑go access.
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Specifications
Pricing Model
Free for accountants with unlimited client management; client subscriptions are billed separately.
Supported Platforms
Web (browser)iOSAndroid