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Accountant Tools

Built for CPAs, bookkeepers, and accounting firms. Manage multiple clients, generate professional reports, and optionally white-label the entire experience.

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Your Practice, Streamlined

Managing client books shouldn't mean juggling multiple logins and separate systems. BizBooks Pro gives you a unified dashboard to see all your clients at a glance, switch between companies instantly, and deliver the reports your clients expect.

Client Dashboard

See all clients in one view. Quick health indicators, outstanding tasks, and financial snapshots.

One-Click Switching

Jump between client companies instantly. No logging out and back in. No separate databases.

Role-Based Access

Give staff access to specific clients. Control who sees what with granular permissions.

CPA-Ready Reports

Financial statements formatted for professional presentation. Export to PDF or Excel.

White-Label Option

With Accountant Enterprise ($1,680/year), remove BizBooks Pro branding entirely. Add your firm's logo, colors, and domain. Your clients see your brand, not ours. Perfect for firms that want to offer bookkeeping software as part of their service.

Accountant Plans Comparison

Feature Accountant Pro ($780/yr) Accountant Enterprise ($1,680/yr)
Unlimited Companies Yes Yes
Client Dashboard Yes Yes
All Advanced Features Yes Yes
Users Included 1 user Unlimited users
White-Label Branding No Yes
Custom Domain No Yes

Perfect For

Client Collaboration

Give clients their own login with limited access. They can view reports, add transactions for your review, and see their financial health. You stay in control of the books while keeping clients informed.

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