For accountants and their clients

Spend less time chasing documents. More time advising clients.

One communications hub. A smoother tax season.

The PolyBooks communications hub brings client conversations and document requests together. Automatic follow-up keeps requests moving, and secure self-service access lets clients find past documents without asking you. Spend less time chasing and more time advising.

Watch the 100-hour explainer

Here for your own businesses? Explore PolyBooks for business owners.

The 100-hours explainer

What could you do with 100 hours back this tax season?

See how the PolyBooks communications hub, automatic document follow-up, and secure self-service document access can give you time back. If you work with bookkeepers, see how you can safely delegate work, too.

Potential time savings depend on your client volume and workflows.

For your practice

Spend less time managing the back-and-forth.

Bring client communication into one hub.

Keep client conversations and document requests in the PolyBooks communications hub. Give clients one place to respond, so you spend less time piecing together scattered messages.

Let PolyBooks handle document follow-up.

Request the documentation you need. PolyBooks follows up automatically and escalates when a client remains unresponsive, so you can focus your attention where it’s needed.

Give clients answers without another request.

With a secure self-service document portal, clients can retrieve past tax returns and other stored documents without waiting for you to respond.

Work with bookkeepers? Delegate safely.

When you have a bookkeeper to help, safely hand off work so you can focus on the tasks that need your expertise.

For the people you advise

Give your clients more than an easier tax season.

Your clients want to understand where they stand and what comes next. PolyBooks brings their businesses and personal financial picture together while making it easier to work with you.

Separate businesses. One clear view.

Each business keeps its own invoicing, bills, and chart of accounts. Clients can see their businesses together while keeping every entity distinct.

See what business finances mean for personal finances.

Help clients understand how their businesses affect their personal financial position today and into the future.

Plan ahead with forecasts.

Clients can explore what their finances may look like in the future and make more informed plans.

An easier way to work with their accountant.

Centralized communication helps clients respond to requests, while secure document access puts past records within reach.

Explore PolyBooks for Business Owners

Full accounting. A clearer financial picture. Better ways to work together.

PolyBooks is built to replace your clients’ existing accounting software, bringing accounting for multiple businesses, financial forecasting, accountant communication, and document access into one place.

Clients pay for a platform they can use throughout the year. Your practice gains a central communications hub, less document chasing, and fewer requests for past records. Whether you work on your own or with a team, you can focus more attention on clients who need you.

See client pricing

Start with the clients who have the most to bring together.

Have clients managing multiple businesses? See how PolyBooks could help them understand the bigger picture and simplify the way your team supports them.

  1. 01

    See PolyBooks in action.

    Explore the communications hub, automatic follow-up, and self-service document access in a demo.

  2. 02

    Identify a few suitable clients.

    Consider owners who would benefit from a combined view of their businesses and personal finances.

  3. 03

    Help them take the next step.

    Introduce them to an easier way to manage their finances and work with your practice.

Choose a time for a walkthrough of PolyBooks for your practice.

Meeting us at Intuit Connect? Let’s walk through PolyBooks together.