Bookkeeping for every client you manage.

Bring the records together

Start with the records your client already has. Choose a supported import path for QuickBooks or Wave, or upload bank statements and transaction files. Check the date range, accounting basis, and opening balances before relying on the imported books.

Plan a QuickBooks migration or read the bank connection guide. Bank authorization and availability depend on the account and provider.

Review the work with the right access

Each business has its own workspace. Invite clients and teammates with roles that match their responsibilities. Review the Inbox, resolve uncertain categorization, and ask Copilot questions about the current workspace.

Access follows workspace membership and permissions. A professional role does not automatically grant access to every client or owner-only action.

See what each role can do.

Prepare a clear handoff

Run financial reports for the agreed period and accounting basis. Review unresolved items, compare balances with source statements, and include supporting records and questions for the accountant.

Use the accountant handoff checklist and learn about report packs and delivery schedules.