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Your Whole Client List. One License.

Unlimited client files, remote access to client books, batch reports across the portfolio, and month-end tools that respect how you actually work.

Try Free for 30 Days
Solutions: Small Business ยท Midsize & Multi-Entity ยท Accountants ยท Accounting Firms ยท Nonprofits ยท Governments

Why solo practitioners run their practice on BizBooks Pro

Cloud accounting charges you โ€” or your clients โ€” per company, per month, forever. A bookkeeper with thirty clients is either eating thirty subscriptions or pushing that cost onto small businesses that feel every dollar. BizBooks Pro's Accountant tiers include unlimited client company files on a single annual license.

The practice tools are built in, not bolted on: connect remotely to a client's install to fix their books in place, run batch reports across every client before month-end, keep a library of adjusting entry templates, and work returns in a dedicated tax prep workspace.

What you get

Unlimited client companies

Every client gets a real, separate set of books on your install. No per-file fees, ever.

Remote access to client books

Connect securely to a client's own install and work in their live books โ€” no file shuffling, no version chaos.

Batch reporting

Run financials across your whole portfolio in one pass โ€” perfect for month-end close and quarterly reviews.

Adjusting entry templates

Your standard AJEs (accruals, depreciation, reclasses) saved once, applied in seconds, client after client.

Tax prep workspace

Working trial balance, adjustments column, and tax-line mapping in one screen built for return season.

Client file comparison

Diff two periods or two versions of a client file to spot what changed โ€” and who changed it.

๐Ÿ‘€ Try before you trial: Open Oakridge Accounting Firm in the live demo to tour the Accountant Tools: client dashboard, batch reports, and the tax workspace. Open the live demo โ†’
๐ŸŽฌ Practice-tools walkthrough coming to our YouTube channel.

Ready When You Are

Every feature above is included in the free 30-day trial โ€” no card required.

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