Steer the BooksYour whole client book,
one audit-ready portal.
Sign your practice up directly — no client invitation needed. Connect unlimited client companies for one flat fee, run audit protocols per client, collect and annotate their statements, message one client or all of them, and bill them from the same place.
Unlimited clients · audit workspace, documents, queries, comms & client billing — no asset management
Unlimited clients on the base portal — per-client fees apply only to optional asset-management add-ons.
Start with FirmManage this client's assets — up to 10 assets — same feature limits as the company Basic plan.
Volume discount: 10% off with 3+ client subs, 20% off with 11+.
Added per client from Firm BillingUnlimited assets for this client — same feature limits as the company Plus plan.
Volume discount: 10% off with 3+ client subs, 20% off with 11+.
Added per client from Firm BillingUnlimited everything for this client, priority support — same feature limits as the company Pro plan.
Volume discount: 10% off with 3+ client subs, 20% off with 11+.
Added per client from Firm BillingManage a client's assets and depreciation? Subscribe that client to an asset tier — mix tiers freely across your book, cancel any client anytime (their portal features stay). The volume discount is our reward for bringing paying clients.
Prices in USD, exclusive of applicable taxes, and subject to change with 30 days’ notice.
Jump between client companies instantly — each client's own permissions and settings apply, and every client's data stays siloed.
Build your firm's checklist templates once, apply them per client, and track % progress on your dashboard.
Clients upload P&L, balance sheet, trial balance, aging reports and more — annotate the PDFs right in the portal.
Email and in-app message one client, a few, or your whole book at once — logged per client.
Raise simple invoices with line items and due dates, send them as PDFs, and track paid status.
CRA and IRS quick references with search — capital cost allowance, MACRS, Section 179 and more.