Bookkeeping software for tax firms that want year-round clients

When books are kept monthly, return preparation starts from reconciled numbers instead of a cleanup project. AI categorisation handles the routine transactions, bank reconciliation keeps accounts tied out, and your staff review the questions as they arise rather than all at once during the busiest weeks.

Your bookkeeping clients line up in the console with their close progress and open review items. By the time tax season arrives, you can see which clients are fully closed and which still need attention, and plan your preparers’ time accordingly instead of guessing.

• Keep business clients reconciled every month
• Start returns from closed books
• Spread staff workload across the year
• See year-end readiness in one list

Monthly bookkeeping fees bring steady revenue in the quiet months and give seasonal staff meaningful work between deadlines. Because the license includes unlimited staff with no per-seat charges, your preparers can move into bookkeeping review after the rush without any licence reshuffle.

Tax positions, elections and filings remain your firm’s professional responsibility. HelloBooks supports that work with clean categories and reports on your firm’s templates, which clients can open from your branded sign-in page whenever a lender or landlord asks them for a figure.

Each bookkeeping client stays on a published HelloBooks plan, and your firm is given a discount on every client plan. HelloBooks bills your firm, and you bill your clients. Many tax-first firms package monthly books with the annual return so the client pays one predictable fee.

Your firm owns the data and can export it whenever an examination, a loan application or a client transition requires it. Founding firms are being accepted now, which suits practices ready to turn a seasonal relationship into a year-round one under their own brand.

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.