For accounting, tax and bookkeeping firms

Your firm and your clients, organized in one place

Client portals, document requests, smart forms, reminders, invoicing and payment collection—under your own brand.

Explore the Demo Start Free 14-Day Trial
  • No credit card required for the trial
  • Your logo and colors in the client portal
  • Card and ACH payments through Stripe
  • Staff permissions by client
Summit Ridge Accounting (Demo) · Firm workspaceSample data
Documents received
4
Tasks to do
5
In progress
2
Recent documents
Johnson Family2025 W-2 (sample)Received
Johnson Family2025 1099-INT (sample)Received
Johnson FamilyEngagement letter 2025Shared
Chen Family TrustQ3 bank statementReceived
Tasks
Request missing W-2 from ChenTo do
Review 1099 incomeIn progress
Sign engagement letterCompleted
Illustration based on the fictional Summit Ridge Accounting demo firm. All names are sample data.
Meet your demo guides

Claire and Leo will show you around

Claire and Leo are virtual assistants (AI), not people. They guide you through the fictional Summit Ridge firm and answer questions about verified features.

  • Text chat
    Type a question any time during the demo.
  • Voice, if you turn it on
    Uses your own browser’s voice features where supported. Off until you choose it.
  • English and Spanish
    Switch languages in the assistant panel.
  • Never asks for passwords or bank details
    Conversations are logged for support and safety.
Explore the Demo with Claire & Leo
Claire, virtual assistant (AI)

Claire

Virtual assistant (AI)

“I can walk you through the sample firm one screen at a time—clients, documents, smart forms and invoices.”

Leo, virtual assistant (AI)

Leo

Virtual assistant (AI)

“Ask me how something works, and I’ll point you to the exact screen in the demo.”

What's included

Everything a client engagement needs

One workspace for the requests, paperwork and billing that usually live in email, spreadsheets and separate tools.

Client experience

Client portals

Clients sign in to one place for documents, tasks, invoices and secure messages—under your firm's name and logo.

Documents

Request, collect and share files per client. Downloads can stay locked until an invoice is paid.

Smart forms

Questionnaires, document checklists, templates and timesheets. Answers save to the client record.

Keep work moving

Requests and reminders

Automatic follow-ups for missing documents, pending tasks and overdue invoices.

Tasks and workflows

Assign owners, priorities and due dates. Bundle repeatable steps for engagements like tax season.

Billing

Invoicing

Send invoices from the same workspace and see what is paid, due or overdue.

Payments

Collect card or ACH payments through Stripe. Any card fee is shown before the client pays.

Firm control

Staff permissions

Invite staff, set what each person can do, and limit them to the clients assigned to them.

Firm branding

Upload your logo and choose your colors. Your clients see your firm, not ours.

Also included:E-signaturesRecurring billingReports and CSV/Excel exportSecure messagesSee all features
Getting started

How it works

  1. 1

    Set up your firm

    Add your logo, colors and staff. Choose which screens each team member can use.

  2. 2

    Invite your clients

    Clients get their own sign-in, see what you need from them and upload documents directly.

  3. 3

    Run the work

    Track requests, forms, signatures and tasks in one place, with reminders doing the chasing.

  4. 4

    Bill and get paid

    Invoice from the same workspace and let clients pay online by card or bank transfer.

Access controlled per client

Files are transferred over HTTPS, and each client sees only their own records.

Permissions for every staff member

Limit staff to specific screens and to the clients assigned to them.

Payments through Stripe

Card and bank details are entered on Stripe's secure pages, never typed into chat or email.

Simple, Transparent Pricing

Plans for Every Practice Size

Start free, upgrade as you grow. All plans include a 14-day free trial with no credit card required.

Starter

Perfect for new practices

$24.99/month
  • Up to 10 clients
  • 5GB document storage
  • Basic invoicing
  • Email support
  • Client portal access
Start Free Trial

Growth

For growing firms

$49.99/month
  • Up to 50 clients
  • 15GB document storage
  • DocuSign integration
  • AI Smart Assistant
  • Custom branding
  • Priority support
Start Free Trial
Most Popular

Professional

For established practices

$79.99/month
  • Up to 100 clients
  • 25GB document storage
  • Stripe payments & DocuSign
  • Advanced analytics
  • Custom branding
  • Priority support
Start Free Trial

Business

For larger firms

$299.99/month
  • Up to 500 clients
  • 75GB document storage
  • Stripe payments & DocuSign
  • Advanced analytics
  • Accounting CSV exports
  • Priority support
Start Free Trial

Enterprise

For large practices

$999/month
  • Up to 1,500 clients
  • 200GB document storage
  • Stripe payments & DocuSign
  • Advanced analytics
  • Accounting CSV exports
  • Priority support
Start Free Trial

Custom

For enterprise needs

Contact Us

Custom pricing

  • 1,500+ clients
  • Unlimited storage
  • Stripe payments & DocuSign
  • Customization requests reviewed
  • Priority support
  • Terms by written quote
Contact Sales

All plans include a 14-day free trial. No credit card required. Cancel anytime.

Paid plans can't be purchased online yet, and a trial never charges automatically.

Have questions?

Send us a message and we'll get back to you by email.

Send Us a Message

Bring your client work into one place

Explore a fictional sample firm with Claire and Leo, or start a trial with your own clients.

Explore the Demo Start Free 14-Day Trial

No credit card required for the trial.