Practice management
that doesn't fight you.
Clients, proposals, pricing matrix, engagement letters, RBAC, time tracking, billing. $9.99/user/month. Free up to 2 users. Built for US accounting practices.
Not ready yet? Or join the waitlist for product updates.
Part of the HelloBooks suite: HelloBooks (books), HelloTime (time + payroll), HelloGrowth (CRM), HelloCPA (practice).
Proposal Builder
Acme Holdings, LLC — FY 2026 services
Tax preparation — S-Corp
1.5× complexity
$850/mo
Monthly bookkeeping
Up to 200 txns
$400/mo
Quarterly advisory call
60 min, partner-led
$250/mo
Monthly engagement total
$1,500/mo
Compared against — the incumbents your peers already use
If you've ever said any of this, you're our customer.
“The incumbent tool is great, but the per-seat price × 4 staff = my whole tech budget.”
— solo practitioner → 4-person firm
“My pricing is in a spreadsheet. My engagement letters are in Word. My time tracking is in… a different spreadsheet.”
— growing 8-seat firm
“I quoted a client too low. Three months in I realized I was working at an unprofitable effective rate.”
— senior partner, mid-firm
What's inside
Every workflow an accounting firm runs, in one app.
No premium tier paywalling the features that should be table stakes.
Auto-pricing matrix
Set your hourly rate and target margin once. Generate fees per service × complexity × entity type. Stop quoting from gut.
Engagement letters with merge fields
Templates with {{client_name}}, {{services_table}}, {{total_fee}}. Defaults per category. Version-tracked engagement letters (immutable archive + server-side PDF on the roadmap).
6-role RBAC
OWNER → ADMIN → MANAGER → SENIOR → STAFF → READ_ONLY. STAFF only sees their assigned clients. Built-in last-OWNER protection.
CSV migration in minutes
Drop your TaxDome / Karbon / Canopy export. Auto-mapping detects 22+ canonical fields. Dry-run validates, then import.
Time tracking + billing
Per-engagement timers. Approve time. Bill from time. Automatic invoice numbering. Stripe Checkout built in.
Tasks, deadlines, recurring
Quarterly returns? Monthly bookkeeping? Define once, recur forever. US tax deadlines auto-scheduled (1099 cycle, quarterly estimates, and federal + state filings).
Workload + scope-creep dashboards
See who's overloaded. See which engagements have blown past estimated hours. Catch unprofitable clients before busy season.
Email + calendar sync
A unified client inbox, calendar, and two-way Gmail + Outlook sync — in design-partner pilot now. No more “did I email that client back?” panic.
Audit trail on everything
Soft-delete + tenant isolation built in from day one. Engagement letter versions immutable. Built like a SAP-trained PM would build it.
Currently in design-partner pilot. Free Plan and 30-day trial available.
What's in active development:
- Client list (currently on preview storage)
- Tasks templates (currently on preview storage)
- Email / Invoice / Recurring-Invoice templates (currently on preview storage)
The full checklist
Everything inside HelloBooks Practice
The complete capability list for US CPAs, EAs, bookkeepers, and tax practitioners — with an honest maturity tier on every line. No vaporware, no asterisks buried in a footnote.
Clients & CRM
- Client list with entity types — Individual, S-Corp, Partnership, LLC, TrustLive
- Add clients individually or bulk-import from CSVLive
- Lead pipeline & CRM — capture → proposal → wonLive
- Contact directory & engagement history per clientLive
- Client tags, groups & custom fieldsPilot
Proposals & pricing
- Auto-pricing matrix — fee per service × complexity × entity typeLive
- Engagement letters with merge fields & per-category defaultsLive
- Proposal builder with line items & auto-totalsPilot
- Configure-price-quote (CPQ) flowsPilot
- Version-tracked engagement letters with immutable archiveRoadmap
Engagements & workflow
- Engagements per client with live status trackingLive
- Kanban pipeline & task boardsLive
- Recurring tasks & milestonesLive
- US tax-deadline auto-scheduling (1040, 1120, 1120-S, 1065)Live
- Team capacity & workload dashboardLive
- Task templates + workflow automation builderPilot
Time tracking & billing
- Per-engagement timersLive
- Time approval workflowLive
- Bill directly from tracked timeLive
- Invoices with automatic numberingLive
- Stripe Checkout built inLive
- Online client payment collectionPilot
Documents & e-signature
- Document manager with secure presigned URLsLive
- Drag-and-drop upload & per-client foldersLive
- Self-hosted e-signature — typed / drawn / uploaded, IP + timestampPilot
- Reusable signature templatesPilot
- IRS 8879 remote signing with KBA identity verificationRoadmap
Tax preparation
- Tax-return tracking by form & yearLive
- E-filing status monitoringLive
- Tax organizers & client questionnairesRoadmap
- Workpaper managementRoadmap
- IRS transcript pullRoadmap
Client portal
- Branded, per-firm portal accessPilot
- Secure two-way document exchangePilot
- Client sign-off & approvalsPilot
- Organizer completion + e-sign inside the portalRoadmap
Communication
- Unified client inboxLive
- Calendar & appointment schedulingLive
- Two-way Gmail + Outlook email syncPilot
- Email / WhatsApp / SMS client messagingPilot
Team & permissions
- 6-role RBAC — Owner, Admin, Manager, Senior, Staff, Read-onlyLive
- Record-level scoping for staff & preparersLive
- Last-owner protectionLive
- Audit trail on every actionLive
Integrations & sync
- Native HelloBooks ledger — we own the books, not a QBO bolt-onLive
- Sync-status monitoring & integrations panelLive
- Three-way HelloBooks ↔ Practice ↔ HelloTime syncPilot
Analytics & security
- Practice analytics dashboardsLive
- Scope-creep / over-budget engagement alertsLive
- SOC 2 Type II attestedLive
- Tenant isolation & soft-deleteLive
- US-East Postgres data residencyLive
Native HelloBooks ledgerunderneath every one of these — the one thing TaxDome, Karbon, and Canopy can't do. They integrate QuickBooks; we are the books.
Pricing
Per-seat pricing, finally honest.
One price. Per user. Per month. Free up to 2 users. 30-day trial on the paid plan. USD pricing.
FREE
$0/mo
Forever. No card. For 2-person firms.
- Up to 2 users
- Up to 10 clients
- Basic task board
- Community support
- No credit card required
PRACTICE
$9.99/user/month
Unlimited clients. Pay only for the seats you use.
- $9.99 / user / month — simple per-seat pricing, no per-client fees
- ~80% off the $50 / user list price at launch
- Unlimited clients
- Full CPQ — proposals + pricing matrix + engagement letters
- 6-role RBAC (Owner → Read-only)
- Automation rules + recurring tasks
- Team workload + scope-creep dashboards
- Time tracking + billing (Stripe Checkout built in)
- Gmail + Outlook + Calendar sync
- CSV migration from TaxDome / Karbon / Canopy
- 30-day free trial
Need more than 20 seats? Talk to us about Enterprise — volume pricing, SOC 2 audit support, dedicated CSM.
At $9.99/user vs $50+/user, you save ~80% per seat.
Same per-user model as TaxDome, Karbon, and Canopy— just priced for the firms that can't justify $50+ per seat × every staff member. See the comparison table below for the per-user side-by-side.
We'll match or beat any competing renewal quote — email hello@hellobooks.ai.
Migration
Switching from TaxDome / Karbon / Canopy?
Export your client list as CSV. Drop it in. Our auto-mapper handles the column renames — “Display Name” → DisplayName, tax ID variants → TaxId, etc. 22+ canonical fields covered.
1.
Export from old tool
Most tools have a "Export Clients to CSV" button buried in settings.
2.
Drop CSV in our importer
Auto-maps columns. Preview the first 5 rows. Adjust if needed.
3.
Dry-run, then import
Validation surfaces row-level errors before any DB write. Then import.
We'll migrate you — concierge import service included. Non-CSV migrations and complex client books? We'll do it for you free for founding-cohort firms.
Compared
HelloBooks vs the incumbents
| Feature | HelloBooks | TaxDome | Karbon | Canopy |
|---|---|---|---|---|
| Per-user price (USD/mo) | $9.99 | $50+ | $59+ | $45+ |
| Free tier (2 users) | ✓ | — | — | — |
| Auto-pricing matrix | ✓ | Add-on | — | — |
| Engagement letters with merge fields | ✓ | ✓ | ✓ | ✓ |
| Time tracking | ✓ | ✓ | ✓ | ✓ |
| CSV migration importer | ✓ Auto-mapping | Manual | Manual | Manual |
| Built-in Stripe billing | ✓ | — | — | — |
| 6-role RBAC | ✓ | ✓ | ✓ | ✓ |
| US tax deadline scheduling (1099 cycle, quarterly estimates, and federal + state filings) | ✓ | Partial | — | — |
Competitor per-user prices reflect publicly listed entry rates as of 2026-05. See something wrong? tell us.
FAQ
Frequently asked
Who is HelloBooks Practice Management built for?+
US accounting practitioners running a client book — Certified Public Accountants (CPAs), Enrolled Agents (EAs), bookkeepers, and tax advisors. Practice is currently USA-only; expansion to other regions is on the roadmap.
Can I migrate my client list from TaxDome, Karbon, or Canopy?+
Yes. The CSV importer auto-detects column headers from TaxDome, Karbon, Canopy, and generic accounting exports. Preview the mapping, dry-run for validation errors, then import. We also offer a concierge import service — free for founding-cohort firms — so you don't have to do it alone.
Do I need to enter a credit card for the 30-day trial?+
No. Start on the FREE plan (2 users, 10 clients) with no card. When you're ready to add seats, the 30-day trial of the paid plan starts at checkout and you can cancel anytime in the billing portal — you'll only be billed per user, at $9.99/user/month.
How does the auto-pricing matrix work?+
Pick the services your firm offers, set your average hourly rate and target margin. The matrix generates a fee per (service × complexity × entity type) combination using industry-benchmark multipliers — Individual = 0.8×, S-Corp = 1.5×, partnership / LLC variants in between. Onboarding a new client then asks 4 questions and proposes a price in seconds, in USD.
What does RBAC look like?+
Six roles: OWNER, ADMIN, MANAGER, SENIOR, STAFF, READ_ONLY. Mirrors the role taxonomy used across TaxDome, Karbon, and Canopy so your team transitions without retraining. STAFF and READ_ONLY are scoped to assigned records only — no firm-wide visibility for preparers.
Is engagement letter signing built in?+
Engagement letter templates with merge fields, per-category defaults, and version-tracked edits ship today. The immutable archive + server-side PDF rendering path is on the roadmap — we'll surface it once the renderer and retention path are verified end-to-end.
How much does HelloBooks Practice Management cost?+
$9.99/user/month, USD — a launch discount off the $50/user list price. Free up to 2 users (10-client cap). 30-day trial. Simple per-seat pricing — no per-client fees. Compare against TaxDome ($50+/user), Karbon ($59+/user), and Canopy ($45+/user) — HelloCPA is a fraction of their per-seat cost. (Already running your clients on HelloBooks? Join the Partner Program to resell Pro/Business at an earned wholesale discount.)
Where is data stored? Is it SOC 2?+
Postgres in US-East. SOC 2 Type II attested, with an annual surveillance cycle and the report available on request under NDA. SOC 2 audit support available on the Enterprise tier today.
Per-seat pricing, finally honest — $9.99/user/month.
Join the early-access list. We're letting in 50 US firms a week.
No spam. Just a friendly “you're in” email when your slot opens. Privacy policy.
Free for 2-person firms
Forever. No card. No bait-and-switch.
30-day trial on the paid plan
Full features, full team. Cancel any time.
Free migration for founding-cohort firms
We'll personally move you off TaxDome, Karbon, and Canopy.
Run your firm on HelloBooks
Plans for firms, plus the wholesale discount that grows with your client book.
Earn a wholesale discount on every client you run on HelloBooks.
Current audit reports, subprocessor list and data-residency commitments.
AI client queries collect the documents and answers you need to close.
See how HelloBooks stacks up against per-client practice platforms.
The practice story — jobs, proposals and billing on one system.
Walk through your firm's workflow with us and see it mapped in HelloBooks.