Run Your Practice Smarter — With AI

Supercharge your accounting, bookkeeping, tax, and payroll operations in one platform. Streamline workflows, manage client work, automate proposals, and let AI agents handle repetitive tasks so your team can focus on what really matters.

Why Accountant.World?

Built for Accountants, Bookkeepers & Tax Professionals

Accountant.World isn’t just another pratice management software—it’s built for the way accounting firms work. From solo practitioners to growing teams, it centralizes your workflows, client communications, billing, and document management, all in one secure platform.

Agentic AI That Does the Work for You

Our AI agents don’t just assist—they learn your processes and run them autonomously. Create workflow templates, generate proposals, categorize transactions, send client reminders, and track deadlines without micromanagement.

Everything in One Place

Keep your firm organized as you grow:

Workflows & Task Management

  • Track every project, client request, and task with a firm-wide dashboard.

Client Portals

  • Secure, centralized access for client documents, messages, and task updates.

Proposals & E-Signatures

  • Send branded proposals, collect legally binding signatures, and auto-trigger invoices.

Time & Billing

  • Track billable hours, manage invoices, and ensure accurate reporting.

Document Management

  • Organize files, request documents from clients, and maintain an audit trail.

Campaign Management

  • Plan, track, and optimize marketing or client campaigns with built-in dashboards and automated reporting.

AI Agentic Bookkeeping for Your Firm

  • Empower your practice with AI-driven bookkeeping agents that streamline reconciliations, categorization, and compliance checks.

Workflow & Task Management

  • Firm-wide visibility of all client work and deadlines.
  • Pre-built and customizable workflow templates.
  • Automate recurring tasks and client reminders.
  • Track progress with dependencies, subtasks, and status notifications.

AI Agentic Automation

  • Recreate recurring work automatically.
  • Categorize transactions, draft client reminders, and suggest journal entries.
  • Agents learn firm-specific SOPs to reduce repetitive work and increase efficiency.

Secure Client Portal

  • Share files, request documents, and track updates in one place.
  • Clients can access tasks, messages, and signed documents securely.
  • Maintain an audit trail for compliance and accountability.

Client Onboarding & Proposals

  • Impress clients with modern, branded proposals.
  • Collect e-signatures directly in the platform.
  • Can convert signed proposals into invoices with a single click.
  • AI agents follow up with clients and manage onboarding tasks.

Team Collaboration & Capacity Management

  • Internal chat, portal and task comments keep everyone aligned.
  • Task assignment and workload dashboards.
  • Real-time notifications prevent bottlenecks and miscommunication.

Time Tracking & Reporting

  • Track billable and non-billable time directly in workflows.
  • Set time budgets, monitor task progress, and identify inefficiencies.
  • Comprehensive firm-wide and client-specific profitability insights and analysis reports.

Testimonials

Accountant.World has completely changed how we manage our firm. Tasks, client communications, and billing are all automated, and AI agents save us hours every week. The visibility we now have into deadlines and workflows has eliminated so much stress, and our team can finally focus on delivering value to clients instead of chasing admin work. It’s like having an extra set of hands that never stops working.

Jasmine L CPA

Proposals are automated, workflows never miss a step, and the client portal keeps everyone on the same page. Our clients love how easy it is to upload documents and track progress, and our team stays organized without endless back-and-forth emails. It’s like having a full-time operations manager built into the software, giving us the confidence to scale our practice without adding unnecessary overhead.

Michael S Tax Director

Agentic Pricing for Accountants

Simple, Transparent, Agentic Pricing

Start with just $5/month per user. Accountant.World is built on usage-based, value-driven pricing — you only pay for what actually helps your firm run smarter. No bloated subscriptions. No surprise fees.

What You Pay For — Only When You Use It:

  • Activating AI agents to automate workflows, reminders, proposals and more
  • Third-party transaction fees (e.g., Stripe payments)
  • Extra data storage beyond the free tier
  • Email sends and client communications powered by AI

We believe software should grow with your firm, not penalize it. Our transparent pricing ensures you stay in control while scaling your practice.

Lock In Your Rate — Stay in Control

Secure your $5/month per user rate for 1–5 years. No creeping costs. No hidden charges. Just predictable pricing designed to empower your firm with Agentic AI practice management, not unnecessary overhead.

Why Firms Love Accountant.World

Streamline your firm with AI-powered workflows that cut down on repetitive tasks and help you scale efficiently. From client collaboration and proposals to billing insights and secure, centralized operations, everything you need to boost profitability and keep teams aligned is in one platform.

AI-Powered Workflows

Reduce repetitive admin tasks and scale efficiently.

Client Portal & Team Collaboration

Keep clients and staff on the same page.

Proposals & Automation

Impress clients and collect payments faster.

Time & Billing Insights

Track profitability and team efficiency.

Secure, Centralized Platform

All your firm’s operations in one place.

Live Integrations

Accountant.World connects your entire tech stack in one place:

Stripe

  • Seamless payments, invoicing, and reconciliation.

Bill

  • Bill automates AP, AR, spend, and expense management with a cloud-based platform.

Gusto

  • Streamlined payroll and HR workflows.

QuickBooks Online

  • Streamline firm and client workflows directly.