AccountingWise is a modern accounting platform for small businesses and accounting firms. It combines double-entry bookkeeping, live bank feeds, invoicing, tax tracking, practice management, and a built-in marketplace in one login, with plans that scale from solo owners to full-service firms.
Plans start at $31.99/month for small businesses (Company Silver). Accounting firm and staff plans are free. Client portal tiers start at $1/month. See our pricing page for the full list.
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.
Yes. Drop in your QuickBooks Online Excel exports and AccountingWise rebuilds your chart of accounts, contacts, and full journal-entry history in minutes. Duplicate-safe, with a one-click undo window.