Built for firms that keep many sets of books clean.

One login, every client

Two portals, no spreadsheet of passwords

🧹Clean Books is built for the way firms actually work — your team on one side, your clients on the other.

The Accountant Portal

Your firm's home base. See every client company you work with, jump into any set of books you have access to, and manage your own team from one place.

The Company Portal

Each client gets their own clean view of their books — without seeing anything that belongs to your other clients or your firm.

Priced by plan, not per seat

Plans are priced by plan with generous client counts — Cleaner includes 5 clients, Cleanest includes 20, and there is no ceiling. Users are unlimited, so your whole team works without a per-seat meter running.

Control without the phone calls

Six roles and audited support access

Give everyone exactly the access they need — and take it back the moment they don't.

Six roles, clearly separated

From firm admin to client read-only, permissions are explicit. Staff see what staff should see; clients see their own books and nobody else's.

Time-boxed support grants

When you need help from us, you grant access for a window of time. It expires on its own, and you can revoke it early at any time.

A before-and-after audit trail

Every support grant comes with a full audit log showing what was viewed and what changed while the grant was open. Nothing happens in your clients' books in the dark.

The work itself

Tools that respect the close

Firms live and die by the monthly close. 🧹Clean Books treats it as the main event, not an afterthought.

A Monthly Close board with a 45-item checklist

Reconciliations tick themselves off as they're completed. Nothing can be skipped without a recorded reason, so the checklist is always honest.

Per-line reconciliation with guardrails

Reconcile any balance-sheet account, line by line. A reconciled transaction cannot be edited without undoing the reconciliation first — the books stay clean by default.

Reports built the way accountants read them

Other Income and Other Expense are always their own sections. Aging runs by due date. Frozen panes and ruled, loose-leaf layout — the details you notice on day three.

Bring your whole book of business.

See the full feature list on What’s Inside, or grab an hour with Seth and talk through your client list. Moving clients over? Start with Switching to 🧹Clean Books.