Practice management and client books in one platform
AccountingWise practice management software for accounting and tax firms: multi-client workspaces, staff roles, engagement letters, and a Taxes tab for every return.
Multi-client firm portal
Run a whole client roster from one login with isolated books per client and all-client roll-ups.
Role-based staff access
Assign staff roles and permissions, right pages, right clients only.
Engagement letters & e-sign
Send engagement letters and document requests with built-in e-signatures.
Messages where the books live
Message clients and your team in threads attached to the work. No more email chains.
Frequently asked questions
Answers for business owners and accounting firms evaluating AccountingWise.
Is AccountingWise good for accounting firms?
Yes. AccountingWise includes a multi-client firm portal with isolated books per client, all-client roll-ups, engagement letters with e-signatures, role-based staff access, and a Taxes tab showing every client's return status.
What's included in each plan?
Features depend on your subscription tier. Company Silver covers core bookkeeping; Company Gold adds the full accounting suite and multi-location support. Firm and staff plans are free and include multi-client workspaces and customizable staff permissions. Client portal tiers range from tax-only access to personal financials. See the pricing page for a full feature breakdown per plan.
Can my clients pay invoices online?
Yes. Send itemized invoices with sales tax and retainers. Clients pay online by card or ACH with no account required. You can see exactly when each invoice was opened.