For accountants & bookkeepers
Every client, one cheerful workspace.
See who needs attention across your whole practice, jump into any client's books in one click, and keep your own firm's books in the same place. Firm Core is free, with unlimited clients.
Built for the practice
Less clicking around. More advising.
The client list shows overdue invoices and bank transactions waiting for review for every client, so you always know where to start.
A client list that triages for you
Open items, last activity, team access and billing for every client on one screen, with search and filters.
Into any client's books in one click
Jump straight into a client company from the list or the “Go to client's books” menu, and back again.
Your firm team
Invite colleagues to the firm and decide who works on which clients.
Firm pays or client pays
Put a client's subscription on your firm's bill, or let the client pay for their own plan. Your choice, client by client.
Client invites
Add a new client or invite an existing Cheery Books company to connect with your firm.
Your firm's own books
Run your practice's accounting in Cheery Books too, right next to your clients, at no extra cost.
Firm Accelerate · $79/mo
When the practice grows, shift up a gear.
Everything in Core plus practice management tools to run more clients with the same team. Try it free for 30 days.
Compare firm plans- Client portal — request documents, ask questions, get sign-offs, exchange messages and files, and send engagement letters, all under your firm's branding.
- Cross-client automation — firm workflows that run across your client list.
- Bulk actions — act on many clients at once instead of one at a time.
- Practice insights & capacity — see workload across the team and plan ahead.
- Priority support for your firm.
Bring your clients somewhere brighter.
Firm Core is free forever, with unlimited clients. Set up your practice in minutes.