For professionals

Reach clients nationwide for $99 a year

List your CPA, accounting, or bookkeeping practice in our consumer directory and get found by people who need help getting organized for tax season.

Directory listing
$99first year

One simple, all-inclusive price to list your practice. Renewal is optional and never automatic.

  • $99 for your first year of directory membership
  • Optional annual renewal at $99 — never auto-renews
  • Listings expire if not renewed, so you're never charged by surprise
  • Consumers contact you directly

Complete your practice details and pay $99 to go live.

Get found by people who need you

Consumers searching our directory by location and service can contact your practice directly — no middleman.

Your clients' documents stay theirs

Financial documents are never shared with directory members simply because they're listed. Consumers choose what to share, and with whom.

Renew on your terms

Listings are good for one year and renew only if you choose to. Skip a year and the listing simply expires — no silent charges.

Who listings are for

CPAs

Licensed CPAs offering tax and accounting services.

Accountants

Accountants helping businesses and individuals stay organized.

Bookkeepers

Bookkeepers who keep the books clean all year round.

Stop sorting statements.
Get organized for tax season.

Bring us a year's worth of bank and credit card statements. We'll organize every transaction and return one consolidated financial report — for $5 per account-month.

Checking your account…

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