👨‍💼 For CPAs & BookkeepersBuilt by a practicing accountant

Run your firm.
Not the software.

A dedicated portal to manage every client's books in one place. Real-time sync, secure share links, audit logs on every change, and a built-in Q&A workspace to chase the answers you actually need.

Free for accountants — your clients pay for their own subscription.

Your Client Portal
Acme Coffee LLC
5 questions pending
Pro
Bright Studios
Books up to date
Standard
Hill Consulting
Awaiting March recs
Standard
Pine Trail Co.
Books up to date
Pro
🎓 Sample Company
Practice client
Demo
$0
Cost to accountants
∞
Clients per firm
Live
Sync with client books
100%
Audit-trail coverage
Why accountants choose PeakBooks

A workflow that respects your time

🏢

One Portal, Every Client

Switch between client books in two clicks. Their data is yours to read, comment on, and reconcile — without juggling logins, exports, or screenshares.

💬

Built-in Q&A Workspace

Send questions about transactions directly inside the books. Clients see them in their dashboard and answer at their own pace. No more email ping-pong.

🔐

Audit-Trail Everywhere

Every edit, every reconciliation, every period lock — logged with the who, what, when, and why. Defensible records when it matters.

🎓

Sample Company Built-In

Practice in a fully-seeded demo client with realistic transactions before touching real books. Reset or remove anytime.

🔄

Real-Time Sync

You see what your client sees, the instant they see it. No nightly exports, no version mismatches, no "send me the latest QBO file" emails.

💵

Free for Accountants

You pay nothing. Clients pay for their own tier (Starter $19, Standard $49, Pro $89). Invite as many clients as your firm can handle.

How it works

Onboarded in under a minute

01

Sign Up as Accountant

Create your free firm account in 60 seconds. Choose "I'm an accountant" at signup — no payment required, ever.

02

Invite Your Clients

Send invite emails from your portal. Clients sign up, choose a tier, and your firm is automatically linked to their books.

03

Review & Categorize

Open any client's books like they were your own. Categorize transactions, reconcile accounts, run reports, lock periods.

04

Ask & Close

Send questions through the Q&A workspace. Clients answer at their pace. Close the books with a tamper-evident period lock.

New · Tax season toolkit

Tax planning and season, handled

Built by an accountant for the work that actually fills January through April. Project each client's liability from their live books, then run the whole firm through the season on one board.

🧮

Tax Planning

Per-client projections that pull net income straight from the books. Federal brackets, self-employment tax with the 50% deduction, the 20% QBI deduction, a flat state rate, and recommended quarterly estimates — all computed live. Run multiple scenarios, work an editable tax-saving checklist, and send the client a clean tax-plan summary they can save as a PDF.

🗓️

Tax Season Tracker

A firm-wide grid of every client across 11 stages — from bookkeeping done and 1099s filed through business and personal returns prepared, signed, filed, copied, and invoiced. Click a cell to advance it, stamp the date, and drop a note. Per-client progress at a glance, with one-click Export to Excel.

🏠

Home-Office Deduction

Calculate the deduction both IRS ways — simplified ($5/sq ft, up to $1,500) and the actual-expense business-use percentage — with a monthly/annual toggle. Post the result to the client’s books as an adjusting journal entry in one click.

📋

Tax Organizer

Send each client a structured tax-season questionnaire to collect estimated payments, life changes, and the supporting details you need before you prepare the return — answered right inside their dashboard.

🗓️ Tax Season Tracker · 2025
Click a cell to advance it. Every client, every stage, one board.
📊 Export to Excel
Client
Books
1099
Biz prep
Pers prep
Signed
Filed
Invoice
Acme Coffee LLC
✓
✓
✓
•
•
Bright Studios
✓
✓
•
Pine Trail Co.
✓
✓
✓
✓
✓
•
Hill Consulting
✓
–
✓
•
✓Done•In progressNot started–N/A
New · Accountant dashboard

Every client's P&L, side by side

The Comparative P&L lays out revenue, COGS, expenses, net profit, and gross margin for your entire book of business — one row per client, for any period. Sort to surface your best and worst performers, then click straight into the books.

📊 Comparative P&L
One row per client. Sortable; click a row to jump into that client's P&L.
Period: Year to Date ▾Clients: All clients (5) ▾📊 Export CSV
Client
Revenue ↓
COGS
Expenses
Net Profit
GM %
Txs
Pine Trail Co.
$96,300.00
$44,500.00
$40,200.00
$11,600.00
53.8%
421
Acme Coffee LLC
$82,400.00
$31,200.00
$38,900.00
$12,300.00
62.1%
312
Bright Studios
$54,100.00
$8,600.00
$29,400.00
$16,100.00
84.1%
188
Hill Consulting
$38,750.00
—
$31,800.00
$6,950.00
100.0%
96
Riverside Bakery
$21,500.00
$12,800.00
$11,400.00
$-2,700.00
40.5%
254
Grand Total · 5 clients
$293,050.00
$97,100.00
$151,700.00
$44,250.00
66.9%
1271
Click any row to open that client's books + P&L for the same period.
📊

Sort by any column

Order by revenue, net profit, or margin to surface your highest- and lowest-performing clients instantly.

🔍

Drill in with one click

Click any row to jump straight into that client's books and P&L for the same period.

📅

Any period · export anytime

Switch to a month, quarter, or year, then export the whole firm to CSV in one click.

What's inside

Everything you need to close the books

Designed by a practicing accountant who actually closes books — not a generic software team.

Client Management

✓
Multi-client portal
Every client in one dashboard with tier, status, and pending-action badges
✓
Switch-into-client view
Open any client's books in one click — see exactly what they see
✓
Email invites
Send branded invitations; clients sign up and link to your firm automatically
✓
Workspace notes
Private notes per client — only your firm can see them
✓
Sample Company
Practice in a fully-seeded demo client; reset or remove anytime

Working in Client Books

✓
AI categorization review
Approve or override AI suggestions; set rules that auto-apply across all clients
✓
AI is always optional
Toggle AI on or off per client in Settings. Manual-only clients get the same workflow without any AI calls.
✓
Accountant Review
One-click scan of a client's books that surfaces duplicates, missing vendors, inconsistent categorization, sign mismatches, and stale needs-review flags. Bulk-fix inline with undo.
✓
Reconciliation
Bank-style reconciliation with running balances and discrepancy flags
✓
Period locks
Lock closed months so transactions can't be edited retroactively
✓
Fixed Assets & depreciation
Track capital assets and post straight-line depreciation. Bonus depreciation under §168(k) and prior-period migration built in.
✓
Full reporting
P&L, Balance Sheet, General Ledger, Year Summary, Trial Balance, Comparative P&L/BS, 1099-NEC — exportable to PDF
✓
Budget vs Actual
Set annual or monthly budgets per category and surface variance live for client reviews
✓
S-Corp reasonable comp calculator
Built-in tax-planning tool: pulls net profit, suggests a salary by role, shows payroll-tax savings — defensible math you can share with the client
✓
Match deposits to invoices
Pair an incoming bank deposit with one or many open invoices in a single step — payment, deposit, and link all created automatically
✓
Inter-account transfers
Transfers auto-linked between both sides so they stay off the P&L
✓
Classes & locations
Tag transactions for departmental or location-based reporting

Client Communication & Onboarding

✓
Engagement letters & e-sign
Upload a PDF engagement letter once, send to clients with per-letter variable fields, and collect typed or drawn signatures inside PeakBooks. Works for prospects too.
✓
Q&A workspace
Send questions tied to specific transactions; clients answer in their dashboard
✓
Scheduled digests
Auto-send a weekly digest of open questions to each client
✓
Document requests
Request bank statements, receipts, or supporting docs from clients on a one-off or recurring schedule
✓
Task board
Track to-dos for each client and assign to team members
✓
Time tracking
Log billable hours per client; team members can edit their own entries

Firm Operations

✓
Team members
Invite staff to your firm; assign clients individually
✓
Two-factor authentication
TOTP-based 2FA for every firm member
✓
Role-based access
Firm owner, firm admin, and staff roles with appropriate permissions
✓
Tamper-evident audit log
Every change tracked with who, what, when, and why — searchable and filterable
✓
Secure share links
Send a read-only P&L or Balance Sheet by link, no login required
Pricing

Free for accountants. Always.

Your firm portal, team members, sample company, audit logs — all free. Each client subscribes to their own tier; you choose nothing.

Accountant
Your firm
$0/mo

Free forever, no card required

Sign Up as Accountant
  • ✓ Unlimited clients
  • ✓ Unlimited team members
  • ✓ Sample/practice client
  • ✓ Q&A workspace
  • ✓ Task board
  • ✓ Time tracking
  • ✓ Two-factor authentication
  • ✓ Audit log
  • ✓ Secure share links
Your clients pay
$19– $89/moper client

Each client chooses their own tier based on how complex their books are. You can recommend a tier when you invite them.

Starter
$19/mo
Freelancers & sole proprietors
  • ✓ 1 bank/CC account
  • ✓ AI included
  • ✓ 10 invoices/mo
  • ✓ Monthly P&L statement
Standard
$49/mo
Small businesses with multiple accounts
  • ✓ 5 bank/CC accounts
  • ✓ More AI included
  • ✓ 50 invoices/mo
  • ✓ Bills 25/mo
  • ✓ Full reports + recs
  • ✓ Budget vs Actual
  • ✓ 2 team seats
Pro
$89/mo
Established businesses
  • ✓ 10 bank/CC accounts
  • ✓ Most AI included
  • ✓ Unlimited invoices
  • ✓ Unlimited bills
  • ✓ Unlimited classes & locations
  • ✓ S-Corp comp calculator
  • ✓ Bulk doc requests
  • ✓ 3 team seats

See full client pricing →

FAQ

Common questions

Run your firm.
Stop running software.

Sign up free, invite your first client, and have their books reconciling by the end of the day.

Sign Up Free →

No credit card. No client minimums. Cancel anytime (but it's free).