Real-time bookkeeping, tax strategy and business banking for creators, coaches, consultants and online business owners
Billing software for law firms and accounting firms
Stage
Startup
Not given
Founded
2026
Not given
Based in
US
Not given
Pricing model
Paid
Not given
Pricing
LLC Bundle: $249/month for businesses making $40K-$69K, includes monthly profit and loss reports, tax set-aside management, expense categorization, real-time dashboard, and individual tax return. S Corp Bundle: $349/month for businesses making $70K+, includes S Corp election, business return, averag
Practice (1–10 users): $30/user/month or $324/user/year; Firm (11–25 users): $27/user/month or $288/user/year; Scale (26+ users): $24/user/month or $252/user/year. 30-day free trial included.
Key features
Automated bookkeeping and expense categorization
Real-time financial dashboard
Payroll processing and administration
Tax strategy and S-Corp optimization
Federal, state and local tax filing across 48+ jurisdictions
Business bank account connections
Dedicated US-based bookkeeper support
Multi-entity and multi-state tax support
Accounts receivable and payable management
CFO advisory and financial planning
Time tracking with billable-hour revisions
Flat fees and retainers
IOLTA trust accounting with three-way reconciliation
Online invoicing with secure payment links
Online payments via Stripe and PlaceToPay
LEDES 1998B electronic billing export
QuickBooks Online two-way integration
Recurring billing for standing charges
A/R aging and collection reporting
Bilingual support in English and Spanish
What makes it different
Average $10,000/year tax savings for members
Real accountants specializing in small business, not automated service
Automatic deduction discovery and tax optimization
Scales from solo LLC to complex multi-entity businesses
Books close automatically with accountants and engineers working together
Matter-based organization for law firms and engagement-based for accounting firms in one platform
IOLTA trust accounting built in with per-client and per-matter ledgers and append-only audit trail
Every feature in every pricing tier, no modules or per-invoice fees
Data import from current billing systems with CSV mapping and validation
Automatic payment posting and reconciliation with online payments