Streamlining Your Accounting & Bookkeeping Practice Has Never Been Easier
Here's How AccountingProApp Supports Your Success:
Effortlessly manage all client communication in one place. Consolidate emails, Facebook DMs, and text messages into a single inbox, making it easier to stay organized and responsive.
Streamline your back-office operations with a system that allows you to create and send proposals, and engagement letters with e-signatures. Easily manage products and services, send invoices, accept payments, and integrate with QuickBooks Online & Wave for a seamless financial workflow.
Manage projects with ease using customizable pipelines. Track client onboarding, month-end close processes, and ongoing projects with a visual workflow that helps you stay on top of every step.
Centralize Client Relationships
Keep track of client interactions, tasks management, and appointments with a powerful CRM. Store important documents, maintain detailed notes, and track payment histories, ensuring you have everything you need at your fingertips.
Eliminate the back-and-forth of appointment scheduling. Sync your calendars with Gmail and Outlook, allow clients to book appointments based on availability, and automate reminders to reduce no-shows—all while keeping your booking pages professionally branded.
Easily gather client information with customizable forms and surveys. From onboarding to collecting key financial details, streamline your workflow and keep all your data organized in one place.
Save time and improve efficiency with automation. Set up workflows to handle repetitive tasks, automate email follow-ups, and seamlessly integrate different processes within your firm.
Community Engagement
Build and manage a thriving community with private groups. Whether free or paid, provide an interactive space for discussions, exclusive content, and seamless access to your courses and training materials including an event calendar.
Create a professional online presence with an intuitive website and funnel builder. Design custom pages, launch sales funnels, and build high-converting landing pages—all without needing a tech background.
Increase your visibility with built-in marketing tools. Craft compelling email campaigns, integrate your social media for effortless scheduling, and manage your marketing strategy in one centralized platform
Turn your expertise into a revenue stream by creating and hosting courses. Offer memberships with exclusive access, manage student enrollments, and process payments effortlessly—all within the platform.
Professional Blogging Platform
Establish authority in your industry with a fully integrated blog. Share valuable insights, attract leads, and improve your website’s SEO—without needing a separate blogging tool.
Easily create high-converting webinar funnels to educate prospects and sell your services. Automate registrations, follow-up emails, and sales sequences, all built into the system without needing third-party tools.
Engage and qualify potential clients with interactive quizzes that guide them to the right services. Create automated follow-ups to turn leads into paying clients effortlessly.
Assign tasks, share notes, and track progress within your team. Set different access levels for staff, ensuring everyone has the right permissions for a smooth workflow.
Seamless Integrations
Connect your business with powerful tools like Stripe, Square, PayPal, Shopify, Zoom, QuickBooks, and Wave to streamline payments, scheduling, e-commerce, and financial management—all from one centralized platform.
Lead Magnets & Client Resources
Attract and nurture potential clients with ready-made lead magnets, financial confidence assessment quizzes, and valuable small business finance tips.
Done-for-You Email Sequences & Client Communication
Stay connected without the hassle—use our pre-written email campaigns, client onboarding sequences, and newsletter templates to keep your audience engaged effortlessly.
Pre-Built Client Dashboard & Onboarding System
Deliver a seamless client experience with a structured onboarding process and a done-for-you dashboard designed to keep everything organized from day one.
Essential Training & QuickBooks Online Tutorials For Your Clients
Support your clients with an Essential Finance Skills for Small Business Owners Course
and easy-to-follow QuickBooks Online tutorials , empowering them with the knowledge they need while reinforcing your expertise.
Knowledge base, video tutorials, and guides– to help you use AccountingProApp effortlessly.
Live weekly Q&A & Coaching – Access expert advice to fine-tune your pricing, workflows, and business strategy.
Help Line – Chat, Email & Facebook Messenger support – When you need it. We’re here to get you unstuck.
No contracts, No hassle—Cancel anytime
Setting up new software can feel overwhelming—but you don’t have to do it alone! Add our One-Time Tech Setup Service to get hands-on help with your integrations, calendars, social media profiles, and email setup.
Includes a 1-hour 1:1 tech call to walk you through the basic tech setup.
We’ll help set up domains, email, social media, and calendar integrations so you’re ready to go.
Perfect if you want to hit the ground running without the tech headaches!
Select Onboarding Set up Service at Check out
This service is not included with your subscription. A One-Time Tech Setup service is available at checkout for an additional fee. Limited time offer.
Social Media Management
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AccountingPro App is a month to month subscription. You can cancel any time before your next billing period!
No you don’t, hosting is included.
You can have unlimited funnels, websites, courses/memberships and domains!
Websites: WordPress, Kajabi, Wix, Squarespace
Email Marketing Platforms: Mailerlite, Mailchimp, Active Campaign, Drip, Constant Contact, Convertkit, Keap (Formerly Infusionsoft)
Sales Funnel Platforms: Click Funnels, LeadPages, Pipeline
Course/Membership Platforms: Udemy, Teachable, Thinkific, Memberspace
Social Media Scheduling: Tailwind, Hootsuite, Loomly, Planoly, Later
Appointment Scheduling: Calendly, Acuity, BookMe, Oncehub
CRM: HubSpot, Dubsado, Zoho
Esignature: Docusign, SignNow
You can embed videos and you have unlimited video hosting storage for your course areas.
Other cost required outside of your monthly subscription are email usage which is an additional charge of $10 for 10,000 email credits. Purchasing a domain name and a business email address also happens separately, outside of the platform. As well as any phone usage if you decide to use that service.
Yes, when you create a contact or invoice in QBO it will sync back to the platform.
Is there a community component?
Yes, the AccountingPro App now has a community component that you can use to set up Free or paid groups. The community component also has a feature to add courses.
We feel that to get a full understanding of the software you need a good 30 days to explore. So we do not offer free trial periods.
Yes this page was created with our Website/Funnel Builder
We have partnered with GHL an enterprise-level software, which has been developed by incredible developers and tested by over 50,000 users worldwide. By using this platform as our foundation, we are able to customize your experience while tapping into the power of a software tool that has received millions of dollars in funding and has been through years of development and testing.
AccountingPro App integrates with Facebook, Twitter, Instagram, TikTok, Google my Business and LinkedIn.
All color and images on every page (website pages, sales pages, landing pages), emails and courses can be completely customized to match your branding. the platform supports Google fonts so you can choose free fonts to use from Google’s huge library.
Stripe, Square, PayPal, NMI and Authorize.net
Yes! the platform gives you access to blog functionality as well as SEO capabilities.
Yes! You can build memberships and courses with AccountingPro App
Yes! All pages created with AccountingPro App are fully responsive and mobile-friendly!
Yes you can! You have the ability to add unlimited domains, so you can create multiple websites.
QuickBooks, Wave, Shopify, Stripe, Square, Paypal, Google, Outlook, Gmail
You can sell all kinds of digital offers , digital products, audios and services. and even physical products through our new online store feature.
Upon sign up you will receive an email with instructions for accessing your self onboarding feature. You will also have immediate access to, Interactive User Guides, Extensive Knowledge Base, Tutorial Dashboard, FB messenger , Text & Email support, Weekly Live Calls, 24/7 live chat tech support. And you have the option to schedule 1:1 1 hour zoom intensives at the posted prices. You can also sign up for 1:1 onboarding with our Tech Team at the posted prices.