Accounting software for CPA and CA firms that does the bookkeeping for you

Instead of logging into a dozen separate files, your firm works from a single multi-client dashboard. See the status of every client’s books, jump into any ledger, and let the AI handle the categorization and reconciliation that used to eat junior hours.

Cleanup mode is the firm’s force multiplier: point it at a new client’s messy or unreconciled books and it backfills categorization, matches transfers, and surfaces duplicates in a single pass — turning a multi-day onboarding into an afternoon.

• Multi-client dashboard with per-client status and review queues
• AI cleanup mode for fast client onboarding and catch-up work
• Daily AI bookkeeping and reconciliation across all engagements
• White-label option to put the firm’s brand on the product
• Wholesale reseller discount (5%–20%) that grows with your client book
• Bulk AI operations across clients and a direct line to the founder

Firms join through the HelloBooks Partner Program — a free-to-join reseller and co-brand track: put clients on standard Pro or Business plans and earn a wholesale discount that grows with your book (Bronze 5% up to Platinum 20%), with a white-label option and a co-branded landing page.

Note: this is the Partner Program for accountants who run their clients’ books on HelloBooks. If you are looking for standalone practice-management software (per-user pricing for your firm’s own workflow), see the practice management page instead.