For accountants
Free for accountants and bookkeepers
See every client you look after in one list, with what needs doing in each, and open their books in one click. Your clients invite you for free, or you set their books up and hand them over. Your firm's own books are free while you have a client.
Free for accountants and bookkeepers · No credit card
Ask your books
How is my profit doing this year?
Up 18% since June. October is your best month yet.
Net profit$17,093.10
JunJulAugSepOct
What needs doing, at a glance
Bank connections to fix, reviews overdue, sales tax due and reconciling across every client, in one Needs attention list and a Monday email.
One click into their books
Open any client's books from your list, and back again. One login for everyone you look after.
Free for you
Clients invite you at no cost, and your firm's own books are free while you have a client.
How it works
Simple from start to finish
- 1
Sign up and choose Set up your firm: your firm's name, and where it's based.
- 2
Ask your clients to invite you from Manage users, or add a client yourself.
- 3
Work through the Clients list: Needs attention shows who to help first.
- 4
Open a client's books, do the work, and come back to Clients.
Also included
- Set up a client's booksStart their books for them on their own free trial, then hand them over. You stay on as their accountant.
- The accountant's roleBooks, reports, chart of accounts and reconciling, without their team, settings or plan.
- Your firm's teamInvite your staff, give each person their clients, and choose a lead accountant for each. Free.
- Work for every clientOne to-do list across your clients, with due dates and who's doing what. Monthly templates make each client's month-end tasks for you.
- Ask your clientQuestions about transactions and requests for documents, answered in TallyPip with files. Email both ways.
- Month-end reviewA checklist for each client's month: what's left to sort, missing receipts, duplicates, reconciling. Then close it, and send every reviewed client its reports at once.
- Accountant toolsReclassify transactions, write off invoices, close the books, and see voided or deleted transactions.
- Every change on recordWhat you do in a client's books is in their audit log under your name, and Activity shows every client's changes in one list, including any in a closed period.
- Reports your clients understandProfit and loss, balance sheet, trial balance and general ledger, by any period.
Questions
What does it cost an accountant?
Nothing. Being invited is free, and your firm's own books are free while you look after at least one client in TallyPip. Each client pays for their own plan.
Who pays when I set up a client's books?
The client, once they've taken them over. The books start with the client's own 60-day free trial; you never pay for them.
Can my client remove me?
Yes, any time, from Manage users. Their books stay theirs.
Can my client see what I changed?
Yes. Everything you do is in their audit log under your name.
More of what TallyPip does
- Send invoicesLook professional. Get paid faster.Learn more
- Get paid onlineA Pay now link on every invoice.Learn more
- Connect your bankTransactions come in by themselves.Learn more
- Sorted by AIEvery transaction in the right place.Learn more
- Bills and expensesKnow what you owe and when.Learn more
- ReportsKnow where you stand.Learn more
- For Etsy sellersEvery Etsy fee and payout, sorted.Learn more
One plan, $9.99/mo
Invoicing, banking, reports and your whole team. No tiers to decode. 60 days free, no credit card to start.