Every client's books. One login.
SmallBooks is built for the bookkeepers and accountants who serve small operations: wholesale multi-client pricing, scoped access, and clean data your clients can actually maintain between visits.
Free during early access · Founding firms lock in their rate for life
Two ways to work
They add you from their Team page with exactly the access you need, reports-only or full books. That access costs them nothing extra and you nothing at all.
On the Firm plan, create an organization per client and manage everything yourself: feeds, categorization, reconciliation, and month-end close, all under one login.
P&L, cash flow, balance sheet, and a tax-year export formatted the way you'd build it yourself. No cleanup project before every filing.
Why firms switch
Switch between client organizations from the sidebar. No shared passwords, no per-client subscriptions to juggle.
The Firm plan is $39/month for up to 5 organizations, then $6/month per additional client. A 20-client book of business costs less than two QuickBooks subscriptions.
Clients control what you see, or you control what staff sees. Reports-only, transactions-only, whatever the engagement needs.
Bank feeds via Plaid, AI-read receipts attached to transactions, and duplicate-proof statement imports mean the books you open are books you can trust.
Every change is logged per organization, so review is a scroll, not an interrogation.
Close a period and it stays closed. No client accidentally editing January in July.
Founding firms get white-glove onboarding.
We'll migrate your first clients with you, personally. Email [email protected] and mention your firm, or just start free and invite your first client today.
Start free