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Practice Software That Doesn't Bill Like Your Clients' Software

Run every client's books from one install โ€” unlimited files, remote connections into client systems, and batch tools that shrink month-end from days to hours.

Try Free for 30 Days
Solutions: Small Business ยท Midsize & Multi-Entity ยท Accountants ยท Accounting Firms ยท Nonprofits ยท Governments

Built around a practitioner's day

The per-client subscription model quietly became a tax on the entire bookkeeping profession. Kantivo's accountant editions end it: one annual license, unlimited client company files, each with genuine separated books and its own audit trail.

Then the workflow tools do the compounding: batch-run statements across the whole client list, apply your standard adjusting entries from templates, remote into a client's own Kantivo install when their books need hands-on repair, and close out the year in a tax workspace that thinks in trial-balance columns the way you do.

What you get

All clients, one license

Unlimited company files with real ledger separation โ€” priced flat, not per client.

Work inside client installs

Secure remote sessions into a client's live system, so fixes happen once, in place, with the audit log watching.

Portfolio batch reports

One command produces the month's financial packages across every client you serve.

AJE template library

Standard accrual, depreciation, and reclass entries saved as templates and applied in moments.

Tax season workspace

Working TB, adjustment columns, and tax-line mapping designed for the January-to-April crunch.

Period & file comparison

Instantly see what moved between snapshots of a client's books โ€” and trace it to the entry.

๐Ÿ‘€ Try before you trial: Explore Oakridge Accounting Firm in the live demo โ€” its Accountant Tools area shows the client dashboard, batch reporting, and tax workspace with sample data. Open the live demo โ†’
๐ŸŽฌ A practitioner-focused video tour is on the way to our YouTube channel.

Ready When You Are

Every feature above is included in the free 30-day trial โ€” no card required.

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