Accountant Tools

Run Your Firm from One Place

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.

Client Dashboard

Monitor every engagement from a unified view. Key performance metrics, pending items, and financial summaries at your fingertips.

One-Click Switching

Transition between client entities in an instant. No sign-out routines, no separate environments to manage.

Role-Based Access

Assign team members to designated clients. Fine-tune visibility and editing rights with detailed permission settings.

CPA-Ready Reports

Produce presentation-quality financial statements suitable for tax filings, audits, or board reviews. Available in PDF and Excel formats.

White-Label Option

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.

Accountant Plans Comparison

Feature	Accountant Pro ($780/yr)	Accountant Enterprise ($1,680/yr)
Unlimited Companies	Yes	Yes
Client Dashboard	Yes	Yes
All Advanced Features	Yes	Yes
Client Access (Remote)	Yes	Yes
Users Included	1 user	Unlimited users
White-Label Branding	No	Options available - inquire

Perfect For

CPA Firms - Maintain client engagements throughout the year, not only during filing season
Bookkeeping Services - Serve a full roster of clients through a single, unified platform
Virtual CFOs - Deliver up-to-the-minute financial intelligence to the businesses you advise
Business Consultants - Integrate bookkeeping into your broader advisory engagements

Client Access - Connect to Client Books Remotely

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.

Simple One-Time Setup

Your client generates a unique invitation code and sends it your way. Accepting it once permanently adds that client to your Connected Clients workspace.

Single-Click Access

Open any client's financial records with a single click. No repeated authentication steps or extra credentials required. Your roster is always standing by.

Client Stays in Control

Each client determines your permission level - full editing or view-only - and retains the ability to disconnect your access at any point.

Works on Any Client Plan

Clients on any Kantivo tier - Starter, Professional, or Business - can invite you. An accountant-level subscription on their end is not required.