Live Financial Dashboard
A real-time view of your business finances that connects directly to QuickBooks Online. Revenue, expenses, profit margins, and cash flow, all updated as transactions happen. Not a static report. A living, breathing picture of your business.
Client Portal
Your private workspace at portal.bookkeepz.com. Upload documents, track your checklist, sign documents, message your bookkeeper, and monitor your tax return status. All from one place, on any device.
Built for Modern Private Practice
QuickBooks Online Integration
We work directly in your QBO account. Your data is always yours, and nothing is locked behind our platform. Real-time sync means your books are always up to date.
Bank-Level Encryption
Every document uploaded through the portal is encrypted with AES-256-GCM, the same standard used by major banks. Your financial data is protected at rest and in transit.
E-Signatures
Sign engagement letters and e-file authorizations electronically through SignNow. No printing, scanning, or mailing. Legally binding and completed in seconds.
Online Tax Organizer
Complete your tax organizer from any device. Auto-saves your progress, organized by section, and submits directly to your bookkeeping team. No more fillable PDFs.
Secure Messaging
Communicate directly with your bookkeeper through the client portal. Your entire conversation history is in one place, so nothing gets lost in email threads.
Smart Notifications
Get notified when documents are ready for review and when your bookkeeper sends a message. Email and text notifications keep you in the loop without the noise.
How It All Works Together
You Upload
Drop your bank statements, receipts, and documents into the portal.
We Bookkeep
Your dedicated bookkeeper categorizes, reconciles, and reviews, every month.
You See Results
Clean financial reports delivered monthly. Surge clients see data in real time.
Tax-Ready
When tax season arrives, your books are already done. No scramble, no surprises.