QuickBooks Online Accountant
The one place for all your client work.
Overview
QuickBooks Online Accountant (QBOA) is a free platform for accountants and bookkeepers that use QuickBooks Online. It provides a dashboard to manage all clients, their books, and firm's own practice. It includes a client portal for secure document sharing and communication.
✨ Key Features
- Client Dashboard
- Wholesale Pricing for QBO Subscriptions
- ProConnect Tax Integration
- Practice Management Tools
- Secure Client Document Exchange
- Shared Documents
🎯 Key Differentiators
- Free for accounting professionals
- Deep integration with the QuickBooks ecosystem
- Direct access to client's QuickBooks Online files
Unique Value: QuickBooks Online Accountant provides a free and powerful platform for professionals to manage their clients and their practice within the QuickBooks ecosystem.
🎯 Use Cases (4)
✅ Best For
- Providing a seamless experience for clients who are already using QuickBooks Online.
- Managing the books for multiple clients efficiently.
- Using the built-in portal to request and receive source documents from clients.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not primarily use QuickBooks Online for their clients.
🏆 Alternatives
It is the only platform that provides direct, real-time access to clients' QBO files. While other practice management tools integrate with QBO, none have the same level of native integration.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
Free tier: The QBOA platform is free for accounting professionals.
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