Accountant Tools

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

Interested in removing BizBooks Pro branding and adding your firm's logo? White-label customization is available for Accountant Enterprise subscribers. Contact us to discuss white label and reseller options for your firm.

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
Client Access (Remote)	Yes	Yes
Users Included	1 user	Unlimited users
White-Label Branding	No	Options available - inquire

Perfect For

CPA Firms - Manage client books year-round, not just at tax time
Bookkeeping Services - Handle multiple clients efficiently from one system
Virtual CFOs - Provide real-time financial visibility to clients
Business Consultants - Include bookkeeping as part of your service offering

Client Access - Connect to Client Books Remotely

With Accountant Pro or Accountant Enterprise, you can securely access your clients' BizBooks Pro installations remotely - without them sending you backup files or giving you their login credentials.

Simple One-Time Setup

Each client creates an invitation code and shares it with you. Accept the code once, and that client is permanently saved in your Connected Clients dashboard.

Single-Click Access

Access any client's books with one click - no re-entering codes or additional passwords. Your client list is always ready when you are.

Client Stays in Control

Clients choose your access level (full or read-only) and can revoke access anytime. Their data stays on their computer - you're just connecting remotely.

Works on Any Client Plan

Your clients can use any BizBooks Pro plan - Starter, Professional, or Business. They don't need an accountant-tier subscription to grant you access.