Run Your CPA Firm
On One Platform.
Not Ten.
Client portal, secure document exchange, e-signatures, invoicing, and real-time books — every tool a modern CPA needs, without the SaaS sprawl.
Trusted by 1,000+ Business Owners
THE OLD WAY
Multiple Tools. Multiple Logins.
QuickBooks$35/mo
ChatGPT Plus$20/mo
Dropbox$12/mo
DocuSign$15/mo
Time tracker$10/mo
Payment software$15/mo
ClickUp$10/mo
Claude$20/moTHE SMART WAY
One Platform. One Login.
COUNTBUCKS- Accounting & Bookkeeping
- 240+ AI Models in One Chat
- Document Management & OCR
- Invoicing & Payments
- eSignatures
- Bank Reconciliation
- Client Portal
- Time Tracking
- Real CPA Support
Every tool you're paying for — already inside CountBucks.
ChatGPTClaude
GeminiQuickBooks
XeroDropboxDocuSignStripeEverything Connected. Everything Automated. Everything You Need.
What do you need today?
One Chat.
Every Answer.
CountBucks connects to your financial data so AI can give you real insights, not generic answers.
240+ AI models in one place
ChatGPT, Claude, Gemini, Perplexity & more
Knows your business
AI with real-time access to your numbers
Works for you 24/7
Get answers, reports & recommendations instantly
AI responses are informational and are not a substitute for individualized professional tax, legal, or financial advice.
More Features.
Better Price.
CountBucks gives you more for a fraction of the cost.
Start Your Free 7-Day TrialNo credit card required.
| Features | CountBucks | QuickBooks | Xero |
|---|---|---|---|
| Accounting & Bookkeeping | |||
| AI (240+ Models) | |||
| Document Management | |||
| Invoicing & Payments | |||
| Bank Reconciliation | |||
| Client Portal | |||
| eSignatures | |||
| Time Tracking | |||
| CPA Support | |||
| Monthly Price | $9.99/mo | $35+/mo | $25+/mo |
Competitor pricing and features may change. Verify current plan details before publishing. Last verified: 2026-06-01.
Simple plans. Every feature listed. No surprises.
Start with a 7-day free trial on any plan. Upgrade, downgrade or cancel anytime.
Starter
For do-it-yourselfers who want to stay organized
- Single user (owner only)
- 1 bank account synced via Plaid
- 200 AI credits / month
- 2 GB document storage
- AI auto-categorization + OCR receipts
- Invoicing & basic reports
Pro
More power + more AI for growing businesses
- Everything in Starter
- 5 users · multi-workspace, members & roles
- 4 bank accounts · Plaid auto-sync
- 1,500 AI credits / month
- 25 GB document storage
- Daily Brief · e-signatures · time tracking
- Accept payments on invoices (Stripe)
- Client portal
Platinum
Expert guidance — a business advisor in your corner
- Everything in Pro
- 15-min monthly strategy call with a business advisor
- Unlimited users
- 10 bank accounts
- 4,000 AI credits / month
- 100 GB document storage
- Gmail + Calendar integration
- Advanced reports + exports
Done For You
We handle it — bookkeeping, tax return & advisor calls
- Everything in Platinum
- Annual tax return prep & filing — INCLUDED
- Dedicated CPA / EA — books done for you monthly
- 15-min monthly strategy call with a business advisor
- 150 GB storage · 15 banks · 5,000 credits
- White-glove migration from QuickBooks
- Priority support
Need one-on-one help? Book a call with our internal CPA Advisor.
$150/hr in 15-minute increments · Mon–Fri, 9am–4pm ET · pre-paid & instantly confirmed
CountBucks replaced 7 different tools. We save over $1,200 a year and hours every week.
Sarah J.
CEO, Marketing Agency
The AI insights are incredible. It's like having a CFO in your pocket 24/7.
Michael T.
Ecommerce Founder
My CPA has direct access and everything is organized. Finally, so simple!
Jessica L.
Real Estate Investor
Ready to simplify your business?
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Start Free Trial TodayWelcome to CountBucks
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