Branded client bookkeeping for modern accounting & tax firms

Your logo. Your clients' P&L.
Zero integration headaches.

The multi-tenant bookkeeping portal built to standardize your client intake. Gather clean CSVs, automate categorization, and deliver professional P&L statements — all inside your firm's customized workspace.

Request a 30-day firm trial Sign in to your portal

✓ No credit card required ✓ Setup in under 10 minutes ✓ Secure cloud portal

Riverside Dental Group

Profit & Loss · Year-to-Date

Auto-categorized

Total Revenue$2,562,000

Net Profit$604,000

Revenue $2,562,000

Expenses $1,958,000

1,284 transactions 23.6% net margin

Why us

Built to scale your practice, not your workload

Package bookkeeping as a premium service without adding headcount or teaching another accounting package.

Monetize your portal

A new revenue stream

Standardize your bookkeeping offering. Package this branded portal as a premium service to your tax clients and charge a monthly fee for real-time financial tracking.

Eliminate client friction

Zero complex training needed

Stop teaching clients how to use QuickBooks. Give them a simple, secure upload space for manual entries or bank CSVs — with no complex bank integrations to break.

Customized firm workspaces

Customized firm portals

Give clients a professional, branded experience. Upload your firm's logo and set your brand colors. Clients log in securely to your workspace right inside EliteSoftech.

Features

Everything your firm needs, nothing it doesn't

No bank connections to break, no card on file, no setup call. Clean intake, clean output.

Smart CSV mapping & auto-categorization

Upload any bank or credit-card CSV. Our engine remembers your mapping preferences per client and auto-categorizes instantly — flagging low-confidence rows for rapid team review.

Multi-tenant master dashboard

Manage your entire roster from one master control panel. Provision new client spaces instantly, toggle custom access permissions, and jump between accounts with a single click.

One-click statement exports

Generate clean, collapsible P&L statements with real-time margins. Export directly to PDF or structured CSV to power your tax-preparation software.

How it works

Three steps to a branded client portal

Most firms are live the same afternoon.

Set up your brand

Upload your firm's logo, pick your accent colors, and configure your global chart of accounts in minutes.

Provision client workspaces

Use your company management panel to securely add team members and create isolated sub-accounts for your business clients.

Automate and deliver

Let clients upload monthly transactions, let auto-categorization do the heavy lifting, and review clean, live P&Ls together.

Provider

Provision companies and their admins across the whole platform.

Company

Manage your customers, permissions, and client plans.

Customer

See only your own books — scoped to what your firm allows.

Personal

A single-owner portal for your own numbers, free to start.

Plans

Simple, honest pricing

Every firm plan starts with a 30-day trial, full access, no card required. Pick the tier that fits your client roster.

Add Invoicing & Estimates +$2/mo per client slot

Send estimates, convert them to invoices, and post payments straight to the client's P&L — without leaving the portal.

Solo Owner

Independent freelancers or single micro-business owners.

$49/year

Personal use

Single isolated workspace
Manual & CSV upload
Automatic categorization
Standard support

Start free trial

Professional Firm

Small accounting and tax practices.

$49/month

or $499 billed annually

Up to 15 client sub-accounts
Custom firm portal (logo & colors)
Master firm dashboard
Bulk CSV importing
Priority support

Request trial

Growth Firm

Established firms with expanding rosters.

$119/month

or $1,199 billed annually

Up to 50 client sub-accounts
Custom firm portal (logo & colors)
Master firm dashboard
Advanced team/staff permissions
Priority support