Solutions / For Accountants & Bookkeepers
Free seat. Clean books. Hours back on every client.
The accountant portal costs nothing on any plan and never counts against your client’s user limit. What it buys you is the part that actually eats a firm’s margin: books arrive structured, on a real double-entry ledger, so the first hour of the month is review — not reconstruction.
A seat that costs nobody anything
Free on every plan, including Free. It doesn’t count against your client’s user limit and it never lands on their bill — so recommending Bokeping doesn’t start with a price objection.
Review starts at review
Clients work in plain English on top of a real ledger, so what reaches you is already structured: categorized bank activity, documents linked to their postings, entries that balance. The cleanup hour comes off every client.
Numbers you can defend
Every financial change carries an audit trail, corrections reverse and repost instead of overwriting, and a closed period stays closed. When someone asks how a figure got there, you can show them.
The portal
Fourteen clients, triaged in two minutes
One login opens every set of books, and the list tells you which ones need you before you open any of them. Monday morning is a two-minute pass across fourteen clients: twelve reconciled and current, one with four bank items still unconfirmed, one with sales tax due Friday. You go two clicks into the one that matters, handle it, come back out. Role-based access means a junior sees the clients they’re staffed on and nothing else — no shared logins, no “can you send me access again” thread.
- One login for every client — no shared passwords
- Each set of books shows its current state before you open it
- Switch clients in a couple of clicks
- Role-based access, so staff see their clients and nothing else
What arrives
Books you don’t have to rebuild first
Clients work in plain English, but every tap they make lands on a real double-entry ledger. So what reaches you is already structured: bank activity categorized, documents linked to the postings they support, entries that balance because the ledger refuses the ones that don’t. Bell & Sons coded 128 of their 132 May transactions themselves; four came through for you to recode. That is the whole intake — no reconstructing a quarter from statements before you can form an opinion.
- Bank activity arrives categorized, not raw
- Documents linked to the postings they support
- Every entry balanced — debits equal credits, enforced
- The owner does the daily taps; you do the accounting
What you don’t have to fix
Four cleanup jobs that can’t happen here
Most of what a firm bills as cleanup is damage the software allowed in the first place. This ledger refuses it: an unbalanced entry never posts, a correction reverses and reposts instead of overwriting history, a closed period stays closed, and every report line drills to the document behind it. So the year-end classics — rebuilding a quarter from bank statements, chasing a number that changed without a trace, finding a locked period someone swears they didn’t touch — have no mechanism by which to occur. That isn’t a smaller job for you. It’s the same engagement, spent on advice instead of archaeology.
- Unbalanced entries — refused at posting, not found in October
- Silently edited history — corrections reverse and repost, always
- A reopened closed period — locked is locked, and the trail proves it
- An untraceable report line — every line drills to its source document
Invoicing
< 1 min
from new invoice to sent
Banking
1 click
to sort a bank transaction
Reports
To the penny
statements that tie out
From the books
“I used to scope a small client at ten hours and spend six rebuilding what their software let them break. Those six hours don’t exist here, and the seat costs them nothing. That’s not a feature to me — that’s my margin per client.”
FAQs
Fair questions
No. It’s free on every plan, including the Free one, and your seat never counts against their user limit — so inviting you doesn’t push a client from $29 to $59 a month. Their plan stays their own decision: Free at $0, Starter at $29, Growth at $59, Scale at $99, cheaper annually. Nothing about your involvement changes that number, and there’s no fee coming back the other way either — we don’t run a paid partner or revenue-share program.
Yes. One login opens a client list with each set of books and its current state — reconciled, waiting on review, needing action — and you move between clients in a couple of clicks. Access is role-based, so staff see the clients they’re on and nothing else. No shared passwords, no per-client credentials to keep track of.
Real. Every entry balances, and that’s enforced rather than encouraged. Corrections reverse and repost rather than being edited in place, every financial mutation carries an audit trail, a closed period stays closed, and you can drill from any report line to the source document. The plain English your client sees is a presentation layer over that ledger, not a substitute for it.
Nothing — CSV and QBO import are free on every plan, including Free, so bringing a client across never costs the firm or the client a migration fee. Customers, vendors, items, invoices, bills, and bank history come over, with a preview before anything posts and a row-by-row report after. Opening balances land in the right accounts, so day one in Bokeping ties to the old system’s last day. Most migrations fit in an afternoon.
Yes, and you can verify it rather than trust it. A closed period rejects new postings; nothing slips in behind you, and no one can reopen it quietly. Corrections to a closed month go forward the honest way — reverse and repost in an open period — and the audit trail records what changed and when. If a client says nothing was touched, the ledger either agrees with them or shows you the entry that didn’t.
Four things worth saying plainly, so you don’t find out mid-engagement. We don’t run payroll — keep Gusto or ADP and post the journal. We don’t file taxes — Bokeping gives you the collected-versus-remitted figures and the statements, your practice files the returns in whatever it already uses. We don’t do multi-entity consolidation — each client’s books stand alone, so a group roll-up still happens in your own workpapers. And we don’t do project or job costing. Everything else is the ledger and the client’s daily bookkeeping, which is the part we intend to be very good at.
Open a free portal
Bring one client or fifty. The seat is free on every plan and never lands on their bill.
Under the hood
The product behind it
Invoicing & Sales
Professional invoices, estimates that convert, and payments that post themselves.
Learn moreBills & Purchases
Track what you owe, pay it on time, and know where every dollar went.
Learn moreBanking
Bank feeds, one-tap categorizing, and reconciliation that actually finishes.
Learn moreInventory
Know what’s in stock, where it is, and what it really costs you.
Learn moreReports & Accounting
Real double-entry books, readable statements, and numbers that tie out.
Learn moreReady to know your money?
We’re ready when you are. Free to start, up and running in minutes.