Work with Your Accountant or Bookkeeper

Business Owners - Get help from your accountant or bookkeeper

• Invite a professional
• Support categorizing transactions
• Run valuable reports
• Get you organized for tax time
• Join a community of peers and financial professionals

Bookkeepers - manage your Schedule C clients in one place

• Add as many clients as you wish
• See all of your clients in one place
• Quickly access client accounts throughout the year to make tax time less of a crunch
• Promote your expertise in an open forum with entrepreneurs and bookkeepers