Keep every client's books in one place
An accountant account in BookZero opens on your client list instead of a single business. The AI reads each receipt, matches it to the bank line and flags what needs a look.
- Add a client business and keep its books in your own portfolio.
- Open any client’s receipts and transactions from one list.
- See which clients have receipts to review, flags or missing receipts, busiest first.
- Invite the owner to take over the business and its plan. You stay on as an editor.
Sign up as an accountant
Choose Accountant on the sign-up form.
Where does document intake still hurt?
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