Your whole book of clients, on one screen.
Invite your clients, and their books keep themselves current between your touchpoints — categorized as money moves, with the gray areas asked about while your client still remembers. You see every client from a single dashboard, and open any of them in a click.
Free for your firm. Each client can pay for their own books, or you can carry them on your firm's card — per client, and changeable either way later.
See what it looks like when your accountant logs in
A walkthrough of the accountant experience, from the firm dashboard to working inside a client's books. No form in the way.
How it works
Four steps, and only one of them is yours.
- Step 01
Create your firm account
No plan to choose and no business to set up — you are not signing up for bookkeeping, you're signing up to run a practice. It takes a name and an email.
- Step 02
Invite a client
Send an invitation from your dashboard, pick the plan that fits their business, and choose whether they pay or your firm does. They create their account and connect their bank — that is the whole of their job. If they sit on it, we send the reminders so you are not the one chasing.
- Step 03
Their books keep themselves current
Transactions arrive as the bank posts them and get categorized to the right Schedule C lines as money moves. When something is genuinely ambiguous, the assistant asks your client about it in plain English instead of guessing.
- Step 04
Work the whole practice from one screen
Your firm dashboard shows every client at once — who has a bank connection that needs reconnecting, who has transactions waiting on a review, and who needs nothing. Open any client’s books in a click, and bring your staff in on the clients they handle.
What your firm gets
Every client, one dashboard
Clients sorted by what actually needs you today. A broken bank connection outranks any review queue — while it is broken, nothing new is arriving at all.
Real access to their books
You work inside your client’s account with the same tools they have — transactions, reports, reconciliation, and a trial balance and general ledger built for you, not for them.
Staff, with access you choose
Invite the people who work for you and pick exactly which clients each of them can open — or grant every client, now and future, in one setting. Billing stays with you; staff never see it.
Billing that bends either way
Per client, either they pay for their own plan or your firm carries it on one card. A firm-paid invitation is only charged once the client accepts, so an invite nobody takes up costs you nothing — and either arrangement can be handed the other way later.
The questions get asked for you
Instead of a year-end list of “what was this?”, the assistant asks your client at the time of the charge, while they still remember. You inherit answers, not a shoebox.
Clean cash-basis books
Double-entry underneath, cash-basis on the surface. Balance sheet, P&L, owner’s equity and cash flow all come off one posted ledger, so they tie out.
What's next
Building out a client's books before they ever log in. Today a client creates their own account and connects their own bank before there is anything for you to work in — that is the one part of this you still have to wait on them for. It is in development and not part of a firm account today; we would rather tell you that than let you find out.
Questions accountants ask
What does it cost my firm?
The firm account itself is free — there is no seat fee, no per-client fee, and no card needed to open one. What a client’s books cost is a per-client choice you make when you invite them: either they pay for their own plan, starting at $9/month, or your firm carries it on one card and you settle it with them however you already do. A firm-paid invitation is not charged until that client accepts, so an invitation nobody takes up costs you nothing.
How does a client get set up?
You invite them by email and choose the plan. They create their account, answer a few questions about their business, and connect their bank through Plaid. From there the books stay current on their own, and you can open them from your firm dashboard any time.
Do I need my own business account to use this?
No. A firm account has no company and no subscription attached to it. If you also run your own business on CASH Basis AI you can, and it stays entirely separate from your client work.
Can I add staff from my firm?
Yes. Invite them by email from your firm dashboard and choose what each one can reach — a specific set of clients, or every client you have now and every client you take on later. They get the same tools inside the books you assign them and nothing outside those. Billing is yours alone: staff cannot see plans, cards or who pays. Take someone off a client, or off the firm, and their access to those books goes with it.
What if a client already uses CASH Basis AI?
Invitations work in both directions. They can add you as their accountant from their own settings, and it arrives as an invitation on your firm dashboard for you to accept — at which point their books sit alongside everyone else’s. Access always comes from the client, and joining a practice is always an act on your side; neither happens to either of you by surprise.
Can I change who pays later?
Yes, either direction, per client. Take over a client’s billing and your firm starts covering it from the end of the period they have already paid for; hand it back and they pick their plan up from that same point. Nobody is double-billed and nothing lapses in between. You can also change a client’s plan while you are carrying it.
Is this a replacement for my tax software?
No. It is the bookkeeping layer underneath it: clean, categorized, reconciled cash-basis books, mapped to Schedule C lines, with a trial balance and general ledger you can export. Your clients arrive prepared and you do the work you are actually paid for.
Start with one client.
Create your firm account, invite the client whose books you dread most, and see what their next month looks like.
Free for your firm · no card to create your account