Manage up to 50 client companies, deliver your own branded portal, and jump into any client's books in one click — all on a flat monthly fee.
No credit card required · Full access for 14 days · $500/mo after trial
Logging into five different client accounts every morning, each with its own password and interface.
One login. All clients in a single dashboard. Jump to any client's books in one click.
Sending clients raw Excel files or PDF exports branded with someone else's logo — or worse, QuickBooks'.
Clients see your firm's logo and brand colors everywhere — portal, reports, invoices, and emails.
Chasing clients for payment by phone or email, then manually reconciling who paid what.
Clients log into their branded portal and pay outstanding invoices directly with a card or bank transfer.
Manually setting up new clients in separate software, entering the same chart of accounts every time.
Add a new client to your firm in minutes. A complete chart of accounts is provisioned automatically.
Every feature in the Firm plan was designed around real accounting workflows — not theoretical ones.
See all your clients at a glance — last login, reconciliation status, outstanding invoices, account health. Flag what needs attention without digging through each account.
Jump directly into any client's books from your firm dashboard — no separate login, no password sharing. Your team members can be scoped to specific clients only.
Upload your logo and set your brand color. Every page your clients see — dashboard, reports, invoices, payment portal — carries your firm's identity, not ours.
Point your own domain at BaseLedgerPro — clients log in at books.yourfirm.com or whatever you choose. The platform is invisible; your brand is front and center.
Each client gets a branded login to view their invoices and pay online via card or ACH. Payments post to their books automatically — no manual reconciliation needed.
Add firm staff and scope each person to the clients they work with. Control who can view, edit, or manage — so junior staff see only what they need to.
Each client gets the complete Core feature set — bank sync, invoicing, all financial reports, sales tax, Stripe payments, auto-categorization. Everything, under your brand.
Track contractor payments for clients all year. At year-end, review and file 1099-NEC forms directly with the IRS from the platform — no third-party software needed.
No per-client fees. No scaling costs as you grow. Just one predictable monthly subscription.
For Accounting & Bookkeeping Firms
Up to 50 client companies. Full white-label. Everything below included.
No credit card required. Full access during trial. Cancel anytime.