Free PM · AI bookkeeping · Five jurisdictions · Free directory listing
The AI-first platform for CPAs, Enrolled Agents, Chartered Accountants, and bookkeeping firms. Practice Management is included free — not a separate subscription like QuickBooks Online Accountant or a tier-locked feature like Xero HQ. File for US, India, UK, Australia, and Canada clients from one workspace.
1. Multi-client workspace management included
Every HelloBooks accountant account includes multi-client workspace management free — invite your team, manage multiple client workspaces, set granular permissions, all from one login at no extra cost. For deeper CPA-firm workflow tooling (proposals, engagement letters, time tracking, auto-pricing matrix), see HelloCPA at /cpa-practice-management — separate Solo plan from $29/mo that competes with TaxDome / Canopy / Karbon.
2. AI does the repetitive work — you focus on advisory
AI agents auto-categorize transactions, OCR bills, suggest journal entries, flag anomalies, and prepare GSTR/MTD/BAS returns. Your billable hours shift from data entry to high-value advisory work. Most HelloBooks firms report 5-15 hours/week saved per client after AI training (3-4 weeks).
3. One platform, five jurisdictions
File for US-based clients (1099, sales tax via Avalara), India clients (GSTR-1/3B, IRN, TDS Forms 24Q/26Q/27Q), UK (MTD VAT, MTD ITSA roadmap), Australia (BAS, STP), and Canada (GST/HST, provincial taxes) — all from one workspace. No more managing 3 different software licenses for cross-border clients.
4. Free firm listing in our public directory
hellobooks.ai/find-an-accountant is a free public directory — no paid placement, no pay-to-rank. Credential-verified firms (CPA, EA, CA, ACCA, ACA) get listed for free. Your clients find you; you find your next clients. The directory is the funnel reward for the partner program.
5. Open AI agent — works in Claude, ChatGPT, any MCP client
HelloBooks exposes a public Model Context Protocol (MCP) server. Your CPAs can talk to client books from inside Claude, ChatGPT, or any MCP-aware client — not locked to a proprietary chatbot. Run client analytics, draft entries, ask compliance questions from your existing AI workflow.
6. Migration tools for QuickBooks, Tally, Xero, Wave
One-click QuickBooks USA company-file importer. Tally 6.2 two-way sync. CSV migration for Xero and Wave with AI-assisted account mapping. Move client books in 2-5 days end-to-end depending on size.
Honest three-way comparison. Pricing and feature claims verified 2026-05-21.
| Feature | HelloBooks PM | QBO Accountant | Xero HQ |
|---|---|---|---|
| Multi-client workspace management | Free with every accountant account (deeper firm workflow via HelloCPA from $29/mo) | QuickBooks Online Accountant — separate subscription | Xero HQ / Practice Manager — bundled with Partner program tiers |
| Client workspaces per accountant | Unlimited | Unlimited via QBOA | Unlimited via Partner |
| Per-user fees on client workspaces | None — unlimited users on Pro at $9.99/mo per client | $3-$5/user/mo + plan-tier bumps | Plan-tier bumps; users unlimited within tier |
| AI bookkeeping in the workspace | AI agent — autonomous categorization + reconciliation + OCR | Intuit Assist — narrow Q&A | Bank rules; no AI categorization |
| India GST (GSTR-1/3B, 2A/2B, IRN, TDS) | Native | QuickBooks India discontinued for new sign-ups (2023) | Limited |
| US sales tax (Avalara) | Beta integration | Native + TurboTax filing | Via 3rd party |
| UK MTD VAT | Native | Native | Native |
| AU BAS / Single Touch Payroll | Native (BAS); STP via HelloTime integration | Native | Native |
| Free firm directory listing | hellobooks.ai/find-an-accountant — free, no paid placement | Find-a-ProAdvisor — must be a paid ProAdvisor | Find-an-advisor — must be a Xero Partner with tier requirements |
| Open MCP / AI integration | Public MCP server — Claude/ChatGPT/any MCP client | Intuit Assist locked to QBO | No public AI integration |
| Multi-currency in client books | All plans | Plus plan only ($90/mo per client) | Established only ($78/mo per client) |
| Multi-entity / consolidation | All plans | Advanced only ($200/mo per client) | Separate org per entity, no consolidation |
Four tiers. All earned, never bought. The criteria are fixed in code at hellobooks.ai/find-an-accountant — no pay-to-rank.
Closed (early-2026 cohort)
Co-marketing, joint webinars, founder access. Existing Founding partners only — not currently accepting new.
By invitation
5+ active HelloBooks clients with proven cleanup or advisory outcomes. Featured placement in directory. Joint case studies.
By application
3+ active HelloBooks clients. Priority directory placement in your country/state. Early access to beta features.
Open enrollment
Pass the HelloBooks certification course (free, ~4 hours). Directory listing with Certified badge. Discounted Pro pricing for your own practice.
Step 1
Create your firm account
Sign up at hellobooks.ai with your firm email. Free for accountants — no credit card.
Step 2
Get certified (optional, ~4 hours)
Take the HelloBooks certification course. Covers AI categorization workflows, GSTR returns, sales tax, audit prep. Free.
Step 3
Invite your team
Add your CPAs, bookkeepers, and admins. Unlimited users at the firm level on Pro.
Step 4
Add client workspaces
Each client gets their own workspace. Use the QuickBooks/Tally/Xero/Wave importer or start fresh. AI categorization runs against historical patterns.
Step 5
List your firm in the directory
Submit your firm profile at hellobooks.ai/find-an-accountant/list-your-firm. Free listing — credential verification happens within 5 business days.
Free firm account with Practice Management. Free directory listing. AI bookkeeping included. No per-user fees on client workspaces.
For Chartered Accountants (India)
ICAI-member-focused HelloBooks playbook.
Public Directory
Free public directory of HelloBooks-friendly firms.
HelloCPA — Deeper PM
Proposals, engagement letters, time tracking, auto-pricing. Solo from $29/mo.
Partner Program
Reseller + referral tiers and partner-only resources.
Migrate Client Books
QuickBooks → HelloBooks step-by-step guide.