Purpose-built for accounting professionals. Oversee every client from a centralized workspace, produce polished financial statements, and customize the platform with your firm's branding.
Try It FreeSee every client and their pending items, open a live trial balance for any date, export it, and post adjusting entries in place.
Presented by one of the AI assistants built into the app. A real screen recording of the software.
Toggling between disconnected tools and separate logins wastes valuable time. Kantivo consolidates your entire client roster into a single command center where you can review financials, transition between engagements seamlessly, and produce the deliverables your clients depend on.
Seats pay for the ledgers you keep yourself. Colleagues who only work clients on their own Kantivo licence sit outside that count entirely, on every accountant plan and on the free Partner plan too. Each one sees just the clients you assign them.
Monitor every engagement from a unified view. Key performance metrics, pending items, and financial summaries at your fingertips.
Transition between client entities in an instant. No sign-out routines, no separate environments to manage.
Assign team members to designated clients. Fine-tune visibility and editing rights with detailed permission settings.
Produce presentation-quality financial statements suitable for tax filings, audits, or board reviews. Available in PDF and Excel formats.
For anyone who keeps books for other people. The Center covers a bookkeeping practice end to end: take on a client, work their package on schedule, deliver the monthly report, invoice the fee and collect it. Tax preparation and a practice website are included as optional extras that stay hidden until you turn them on. Included with every accountant and bookkeeper plan, the free Partner plan too.
Ready-made, fully editable packages for households, Scout units and clubs, nonprofits, local governments and businesses, with payroll, bills, invoicing, sales-tax and 1099 modules for business clients. Every price is a suggested starting point you set yourself.
Scheduled checks surface transactions to review, reconciliations due, new subscriptions and price increases, unusual charges, budgets running over, stale net-worth values and tax reminders, across all your clients in one list.
A Family Financial Pulse, Business Pulse, Treasurer’s Report, Nonprofit Pulse or Government Pulse for each client every month, with a summary drafted by Kantivo Core AI. Figures match the app’s own statements. You approve every report before it goes.
A tax folder that predicts which documents each client should expect, and a year-end package for the preparer: income statement, balance sheet, every collected document and the 1099 contractor summary, sent by secure link.
Fill in the questionnaire with a prospect and get a recommended package and fee, a proposal ready to send, and, when they say yes, their books set up and the package running in one click.
When a client keeps their own Kantivo, they invite you through Accountant Access and you attach a package. The checks run alongside their books; you review, approve and send everything from your Center, on your own email.
Each month your clients’ fees are invoiced in your practice’s own books and queued for you to send. Clients can pay by card automatically through your own Stripe account, late payers appear in your queue, and you may hold a report until an overdue invoice is settled.
One switch adds return tracking from documents to filed, an editable price list, a quote read from last year’s return, and invoicing. Leave it off and the Center stays purely about bookkeeping.
Kantivo builds a seven-page site from your profile and packages and publishes it at its own address or on your domain. Enquiries from its form land in your Center with a suggested package and a proposal drafted.
In practice: a bookkeeper with twelve household clients opens Today on Monday morning and sees three things: a new $19.99 streaming subscription at the Millers’, a checking account due for reconciliation at the Patels’, and October’s reports ready for review. She approves the reports, adds one line to the Millers’ summary about the subscription, and sends them before ten. Read the Bookkeeper Center guide.
Want to present the platform under your own firm's identity? Custom branding is offered to Accountant Enterprise subscribers. Reach out to us to explore white-label and reseller arrangements tailored to your practice.
| Feature | Accountant Pro ($540/yr) | Accountant Enterprise ($1,680/yr) |
|---|---|---|
| Hosted client books | 5 (15 on Accountant Pro 15) | 30 |
| Clients on their own license | Unlimited — never counted, no seat needed | Unlimited — never counted, no seat needed |
| Client Dashboard | Yes | Yes |
| All Advanced Features | Yes | Yes |
| Client Access (Remote) | Yes | Yes |
| Users Included | 1 user | 30 users (more at $120/yr each) |
| White-Label Branding | No | Options available - inquire |
Accountant Pro and Accountant Enterprise subscribers can establish secure remote connections to their clients' Kantivo systems, eliminating the need for file transfers or shared login credentials.
Your client generates a unique invitation code and sends it your way. Accepting it once permanently adds that client to your Connected Clients workspace.
Open any client's financial records with a single click. No repeated authentication steps or extra credentials required. Your roster is always standing by.
Each client determines your permission level - full editing or view-only - and retains the ability to disconnect your access at any point.
Clients on any Kantivo tier - Basic, Professional, or Enterprise - can invite you. An accountant-level subscription on their end is not required.
One switch on your client's side produces a short code - something like 4KP2-9WTD. You install Kantivo, type it in, and their books open. No virtual network to join, no addresses to copy out of an email.
Two routes exist and the client picks between them, because the right answer depends on whose books they are.
We do not describe these as equivalent, because they are not. Relay buys you speed of setup; Tailscale buys you isolation. Whichever your client chooses, the invitation you receive spells out which route is in play - so nobody is promised a frictionless connection and then handed VPN instructions.
Begin your free 30-day trial. Every accountant tool is unlocked from day one.