Accounting firms · Bookkeepers · Solo CPAs
One dashboard. All your clients. Batch month-end in minutes. Tasks surface automatically. The power of the QB/Xero accountant portal — with modern UX.
Unlimited clients · No per-client fee · White-label optional
∞
unlimited clients / flat fee
1
click to close month across all
Auto
task generation per client
SOC 2
compliant infrastructure
Whether you're a solo bookkeeper or a 50-seat CPA firm, the same platform grows with you.
Every client at a glance. Revenue, overdue A/R, open tasks, month-end status — consolidated view.
Close month for 20 clients in one click. Lock periods, generate reports, send statements — at scale.
System flags "follow up on overdue A/R" or "reconcile 47 transactions" per client. Never miss a deadline.
One click to switch into any client account. Full audit log of every action you take.
Sum across all clients. Top revenue generators. Client LTV. Which industries you should focus on.
Your firm name, logo, and colors on every client report. Customize the client-facing portal.
Track time per client per activity. Generate invoices to clients for your bookkeeping services.
SOC 2 aligned infra. Full audit trail on every change. IRS e-file ready exports.
| Feature | QuickBooks Accountant | Xero Partner | Karbon | TinSuite Pro |
|---|---|---|---|---|
| Multi-client dashboard | Accountant Online | Xero Partner | ||
| Batch month-end close | manual | manual | via integrations | |
| Client impersonation | ||||
| Full accounting inside (not just management) | ||||
| White-label client portal | limited | |||
| Multi-state sales tax per client | manual | limited | built-in | |
| Per-client time + billing | Projects | |||
| Starting price (per accountant) | varies | varies | $59/user/mo | $149/mo flat |
Migration support included · 14 days free · Unlimited clients
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