Why firms standardize on BizBooks Pro
A firm's software should multiply the firm — not advertise someone else's brand to your clients. BizBooks Pro's firm tiers include a whitelabel client portal that carries your firm's name and colors, so the monthly close, document exchange, and financial delivery all feel like your service, because they are.
Firms also get operational control: create client installs directly from the firm (no waiting on a client to fumble a setup), unlimited staff seats with role-based access, and — for specialized practices — dedicated Firm Nonprofit and Firm Government editions with FASB 958 and GASB machinery included for every client file.
What you get
Whitelabel client portal
Clients log into a portal with your logo, your colors, your domain feel — powered by BizBooks Pro underneath.
Firm-created client installs
Provision a new client's books from the firm in minutes, configured to your standards from day one.
Unlimited staff, real roles
Partners, managers, seniors, and staff each get the access their role needs — enforced by the ledger, not policy memos.
All the practitioner tools
Batch reporting, AJE templates, tax workspace, client comparison — everything from the Accountant tiers, firm-wide.
Specialized firm editions
Firm Nonprofit (FASB ASC 958) and Firm Government (GASB) put edition-specific fund accounting in every client file.
Priority + dedicated support
Firm tiers come with priority handling and a dedicated support relationship. Your deadlines are our deadlines.