Services for accountantsConvert clients' books and close the year faster.
Help clients close the year with Accountant’s Copy and the secure file transfer service. Workflows and automation to close your clients’ books faster.
Accountant tier $699 once · 10 users · Year 1 of Updates & Cloud Services included
Solid Accounting DesktopWhat you do with it
Convert clients' books
1-click migration from QuickBooks® Desktop. It reads the client's file without changing it and checks every account against QuickBooks.
Close faster
Write-up mode, trial balance workpapers and a multi-client switcher on the Accountant tier. Batch fixes from Professional up.
Accountant's Copy
Your client sends a copy from any tier. You make your adjustments and send them back. They import your edits.
Year-End Package
Financial statements, the general ledger, agings, depreciation and the 1099 summary for a full fiscal year, in one bundle.
Recommend it to clients who want to stay on the desktop. Their books stay in a company file on their computer, and the software keeps working whether or not they renew.
Which tier to recommendStandard, Professional or Accountant
Every tier is a paid one-time purchase with Year 1 of Updates & Cloud Services included, and clients buy their own license directly from us. Each tier includes everything in the tier before it.
Which tier for which client?
Books, invoices, bills, bank reconciliation, reports
One location, a few people in the books.
Recommend Standard · $349Locations or projects, sales tax by state, ecommerce
Shopify or WooCommerce orders, several states, custom reports.
Recommend Professional · $499Many clients, write-up work, workpapers
You keep clients' books or receive their Accountant's Copies.
Recommend Accountant · $699| Feature | Standard$349 once | Professional$499 once | Accountant$699 onceFor practices |
|---|---|---|---|
| Named users includedStandard: up to 3 named users on one computer, each with their own sign-in | 3 | 5 | 10 |
| Extra users | +$100 each, one time | +$100 each, one time | +$100 each, one time |
| Updates & Cloud Services, Year 1 | Included | Included | Included |
| Renewal, optional | $99/yr | $129/yr | $179/yr |
| Core accounting — every tier, keeps working without renewalKeeps working with or without renewal | |||
| Double-entry general ledger | Included | Included | Included |
| Invoices & estimates (PDF, print, email from your mail app) | Included | Included | Included |
| Bills & purchase orders | Included | Included | Included |
| Bank reconciliation | Included | Included | Included |
| Inventory (FIFO / weighted average) | Included | Included | Included |
| Fixed assets & depreciation · loans · recurring transactions | Included | Included | Included |
| Reports: P&L, balance sheet, cash flow, trial balance, drill-down | Included | Included | Included |
| Tax reports & TXF · tax-ready books (tax line mapping) | Included | Included | Included |
| Payroll import from Gusto, OnPay, ADP exports | Included | Included | Included |
| Statement import: CSV, OFX, QFX, IIF, PDF | Included | Included | Included |
| Import transactions from Stripe, PayPal and Square, and reconcile them like bank accountsKeep a balance there or move it to your bank | Included | Included | Included |
| Each named user signs in with their own role | Included | Included | Included |
| Share across computers on your network (host mode)Share the company file with other computers on your network (up to 5 / 10 named users) | Not included | Included | Included |
| Local backups | Included | Included | Included |
| Your own AI assistant in Claude or ChatGPT; on-device AI coming soon | Included | Included | Included |
| QuickBooks Desktop 1-click migration | Included | Included | Included |
| Accountant's Copy: send to your accountant, import the edits back | Included | Included | Included |
| Year-End Package | Included | Included | Included |
| Professional addsAlso keeps working without renewal | |||
| Locations and projects | Not included | Included | Included |
| Sales tax by state | Not included | Included | Included |
| Custom reports | Not included | Included | Included |
| Consolidation | Not included | Included | Included |
| Batch fixes | Not included | Included | Included |
| Local REST API, and other AI assistants (Gemini CLI, Cursor, VS Code) | Not included | Included | Included |
| Ecommerce import (Shopify, WooCommerce order exports) | Not included | Included | Included |
| Accountant addsAlso keeps working without renewal | |||
| Client management | Not included | Not included | Included |
| Write-up mode | Not included | Not included | Included |
| Trial balance workpapers | Not included | Not included | Included |
| Multi-client switcher | Not included | Not included | Included |
| Receive clients' Accountant's Copies through Solid Accounting | Not included | Not included | Included |
| Updates & Cloud Services — Year 1 included, then optionalStops if you don't renew; existing cloud backups stay restorable | |||
| New releases and tax table updates | Included | Included | Included |
| Bank feeds via Plaid (bank logins) | 3 | 5 | 10 |
| Extra bank logins | $3/month each | $3/month each | $3/month each |
| Encrypted cloud backup | 3 GB | 5 GB | 10 GB |
| Cloud Invoicing: invoice emails with a link to view online | Included | Included | Included |
| Online checkout: Customers pay through your own PayPal, Stripe or Square account. Payments go to you; we never process or hold your money.Stripe first; PayPal and Square planned | Coming soon | Coming soon | Coming soon |
| Support | Standard email | Priority email | Priority email |
| Accountant's Copy transfer serviceSend and receive edits from your accountant when they have the service | Send and receive edits | Send and receive edits | Receive and return client copies |
All tiers run on Windows, macOS and Linux. 30-day free trial and 30-day money-back guarantee on every tier. See pricing
Receive it, adjust it, send edits back
Sends an Accountant’s Copy
From any tier: Standard, Professional or Accountant.
Any tierReceive, adjust, return
Receive the copy through Solid Accounting, make your adjusting entries, and send your edits back.
Accountant tierImports your edits
Your changes come back into their company file.
Any tierThe transfer service that carries copies between you and your clients is part of Updates & Cloud Services on the Accountant tier.
Write-up, tax adjustments and the round trip
Solid Accounting DesktopSolid Accounting DesktopSolid Accounting DesktopOne bundle to work from at year end.
Your client exports the year in one step, on any tier. Pick the fiscal year, accrual or cash basis, and the sections you need. Export as a zip, a single PDF, or both.
- Trial balance
- Income statement
- Balance sheet
- Statement of cash flows
- General ledger detail
- A/R and A/P aging
- Depreciation schedule
- 1099 summary
- Tax-basis trial balance
- Asset sales (Form 4797 worksheet)
Bring your clients' books across.
Try the Accountant tier free for 30 days. Run a 1-click migration on a client's QuickBooks Desktop file and check the comparison. $699 once, 10 users, 30-day money-back guarantee.
One-time purchase · Windows, macOS and Linux