For accountants and bookkeepers
Every client’s books. One login. One clear picture.
Spend more time guiding clients and less time switching accounts. Open every client’s books from one free firm portal.
Free for verified accountants and bookkeepers. No client minimum to start.
The firm portal
More time for your clients. Less time navigating software.
Keep your clients, review queues, and financial picture in one place.
Spend less time switching accounts
Open any client’s books in one click, without shared passwords.
See cash and accrual together
Review both views of the same ledger without maintaining a second set of books.
Review with a clear audit trail
Trace entries to their source. Posted history cannot be silently rewritten.
Guide the next decision
Use cash forecasts and runway timelines to help clients plan ahead.
Catch issues before they postThis fall
Review client-entered transactions before they reach the ledger.
Focus where clients need youThis fall
See which clients are current and which need attention in one Books Health Score view.
Close the month with fewer stepsThis fall
Make batch journal adjustments across your client roster.
Give clients a clearer startThis fall
Guide bank connections, chart of accounts, and opening balances during setup.
The Comms Center
Keep the context. Move the conversation forward.
Keep each conversation with the books it concerns, so you can respond with the context you need.
- Every firm gets it. Client messaging is included in the free firm portal.
- CRPs get more. Save time with broadcasts and accountant-built templates. Receive marketplace leads in the same inbox.
Clients
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What it costs you
Support your clients without another portal fee.
The firm portal
Free
Free for verified accountants and bookkeepers. Includes your client roster, dual-basis views, and messaging.
Your firm’s own books
Earn them
Bring three paying clients onto PolyBooks and your own firm’s books are free for as long as they stay active. Until then, standard pricing applies.
Certify as a CRP
Skip the line
Certification waives the client threshold: get free firm books immediately and a marketplace listing.
Your clients pay $59.99 per month for one subscription covering up to 10 businesses. Personal books are included.
Certified PolyBooks Professional
Help new clients find your expertise.
Grow your practice with a marketplace listing, practical accountant-led training, and tools for working with clients.
The marketplace listing
Be found by business owners searching for certified help by specialty and location.
Leads in your inbox
Respond to marketplace inquiries directly in your Comms Center.
Broadcast messaging
Send deadlines and requests to all clients at once, with read receipts.
Start with a ready-to-send template
Use accountant-built document requests, close checklists, and tax preparation templates.
Free books for your firm
Certification waives the three-client threshold. Your own firm’s books are free from the day you certify.
Priority support and early access
Get priority help and access to new features before general release.
The CRP Marketplace
Where business owners go to find you.
Help new clients find your expertise. Your certified profile shows your location, specialties, and industries.
Businesses already connected to a firm do not see the marketplace button. It helps you reach new clients while protecting existing relationships.
Browse the marketplaceIllustrative profiles. Real tiles come from real CRPs.
Questions accountants ask
Your questions, answered.
- What does the firm portal cost?
- Nothing. Verified accountants and bookkeepers get the PolyBooks firm portal free: the client roster, one-click switching between client books, and the Comms Center. Your clients subscribe to PolyBooks the same way any business does.
- Do I have to pay for my own firm’s books?
- Only until you earn them. Bring three paying clients onto PolyBooks and your own firm’s books are free for as long as those clients stay active. Become a Certified PolyBooks Professional and your books are free immediately, no client threshold.
- What is a Certified PolyBooks Professional (CRP)?
- CRP is our certification for accountants and bookkeepers who know PolyBooks inside and out. Certified professionals are the only ones listed on the CRP Marketplace, where business owners search for help by specialty and location, and leads land directly in your Comms Center inbox.
- Do I have to become a CRP to use PolyBooks with clients?
- No. The firm portal, client messaging, and every client-facing feature work without certification. CRP adds the layer on top: the marketplace listing, inbound leads, broadcast messaging, the template library, priority support, early access to new features, and free books for your own firm.
- How do you verify that I’m an accountant?
- CPAs are verified against their state board of accountancy and Enrolled Agents against the IRS roster, usually within a day. Experienced bookkeepers without a license are welcome too: we review your practice (website, EIN, existing certifications) by hand. Full verification is required before a marketplace listing goes live, because business owners trust that directory.
- Will the marketplace show my clients other accountants?
- No. The Find a CRP button only appears to businesses that have no firm connected to their books. The moment a client is linked to you, the button disappears for them. The marketplace is a source of new clients, never a threat to your existing ones.
- How much does PolyBooks cost my clients?
- $59.99 per month for one subscription covering up to 10 businesses. Personal books are included.
Make more room for your clients.
Start with your free firm portal. Bring your client work into one place.