Accounting software for accounting firms
Accounting software for accounting firms has to keep every client’s books moving without adding staff. Adopt prepares each client’s categories, reconciliations and month-end statements with the reasons shown, and your team approves every entry.
How accounting firms handle this today.
Capacity is the ceiling. The firm can only take on as many clients as its staff can prepare.
Staff are hard to find. Fewer people want to do preparation work, and they are hard to keep.
Every client is different. Each has its own chart of accounts, vendors and habits.
Review depends on support. A reviewer needs to see why each entry was made.
Each client’s books prepared, ready for your team’s review
Adopt prepares the work in the background. Your team reviews and approves it, and every approval stays on the record.
Connect your accounts
Link bank and card accounts, or upload statements. Adopt starts from your opening balances.
Suggested accounts, with reasons
Each transaction gets a suggested account from that client’s chart, and the vendor, rule or document behind it.
Review and approve
Approve in bulk or one at a time. Nothing posts until you do.
Close and report
Reconciliations and month-end statements are prepared for you to sign off.
What changes for accounting firms
Each client kept separate
Every client is its own entity, with its own books and chart of accounts.
Reviewers, not preparers
Your staff’s time goes to review and client questions.
Preparer and approver on record
Each entry shows what Adopt prepared and who on your team approved it.
FAQs
Firms need software that keeps each client’s books separate, prepares the routine work and shows the support behind every entry. Adopt prepares the books and your team approves them.
Yes. Each client is its own entity, with its own books and its own chart of accounts.
Your team does. Adopt prepares categories, matches and journal entries and shows the reason for each one. Nothing posts until someone on your team approves it.
No. Adopt never moves money. Payments stay with the bank or payment tool you already use.
More software for accounting firms
Accounting software for other roles
Go up a level
More clients, the same team.
You approve every entry.
Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.
