Client accounting services software that carries your name

A CAS practice depends on repeatable steps: categorise, reconcile, review, report. HelloBooks handles categorisation with AI and matches bank activity, while your staff work each client’s review queue in the same way. The result is a close your managers can supervise across the whole book of business rather than client by client.

Every CAS client sits in the firm console with its close progress and review items, giving practice leaders a single view of workload and bottlenecks before reporting deadlines. Managers can rebalance work between teams when one client’s month runs long.

• Consistent close steps for every client
• Supervisor view of status across the practice
• Branded financial reports and statements
• Multi-entity support on higher plans

Outsourced accounting clients should feel they bought a service from your firm. Your app name, logo, colours, sign-in page and document templates make that the case from the first login. The address starts as a hellobooks.ai subdomain for your firm, and your own domain plus email from your domain arrive at full launch.

Your firm stays responsible for the accounting judgments and any attest or tax work layered on top of the monthly close. HelloBooks provides the system of record, with client data owned by your firm and exportable at any time for audits or transitions.

Each client company stays on a published HelloBooks plan, and your CAS practice receives a firm discount on every one. HelloBooks bills only your firm. You design your CAS tiers and set your own prices, from basic bookkeeping to full controller service, and invoice clients directly.

Unlimited staff with no per-seat charges means your CAS team can grow with the practice, adding associates and managers as the client roster expands, without renegotiating licences. Founding firms are being accepted now for CPA firms building or expanding client accounting services.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.