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Which of these is you?

BooksAuto is used by businesses keeping their own books, by bookkeeping and accounting firms looking after clients, and by licensed CPA firms. Pick the one that fits and we’ll ask only what that needs.

I run a business

Keep your own books

One company — yours. Payroll, bookkeeping and the filings that go with them, online or on Windows.

From $10a month, for your company

  • Canadian payroll — T4, T4A, ROE and remittances
  • Bank import, reconciliation and GST/HST
  • Invoices, quotes and getting paid
  • Your accountant can be invited in, free

You pay for what your own company uses, and nothing else. No practice subscription.

Start your free 30-day trial

No card needed to start.

Most firms I’m an accountant or bookkeeper

Run a practice

Every client from one screen, with your own letterhead on everything that leaves it.

$6a client, a month, online — no fee for the practice itself $3 Payroll + $3 Bookkeeping per client per month

  • Every client from one screen
  • Your letterhead, address and details on every client’s reports
  • Excel exports with the formulas already in them
  • Year ends, GIFI and working papers
  • Invite a CPA in on a client, free
  • Your own practice company, free
  • Extra people on their own seat (3 sign-ins share one)
  • Or keep every client on your own computers for $200 a month — unlimited companies, and add the cloud copy for $6 a client a month
  • A CPA practice is $300 a month on that plan, with e-signature included

You get the accounting-firm price on every client automatically. No waiting for approval: you declare that you are an accountant or bookkeeper when you sign up.

Sign up as an accountant

No documents needed. Early access is free for 2 months.

We’re a licensed CPA firm

Run a CPA practice

Everything an accounting firm gets, and the engagement reports a professional accountant signs.

$6a client, a month, online — the same price as the accountant plan $3 Payroll + $3 Bookkeeping per client per month

  • Everything in the accountant plan
  • Send for signature
  • Compilation engagement reports (CSRS 4200)
  • Review engagement reports (CSRE 2400)

A compilation engagement report (CSRS 4200) and a review engagement report (CSRE 2400) are a professional accountant’s to sign. When you sign up you declare that your firm is licensed, with its CPA body and licence number, and you are responsible for the reports you issue.

Sign up as a CPA firm

We’ll ask for your firm’s regulator and licence number.

Working on someone else’s books as a guest CPA? You don’t need an account of your own — sign in here.

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