Website and AI visibility
Pick a template, publish under your own domain, and see each month whether ChatGPT and Google's AI answers name your firm.
For accounting firm owners
Run the business
of your firm
Your website, leads, money and marketing in one place, connected to the tax and practice software you already use.
From $99 a month. No setup fee.
Sample firm and numbers
Every accountant is two people
The technician has tools. The owner does not.
Your tax software, practice management and proposal tools are built for the work you do for clients. They were not built for running the firm itself: finding clients, answering leads, watching cash and keeping your name in front of people.
AccountBoard is that side. It sits above the tools you already pay for, pulls in their data, and gives you the whole business in one place under your firm's own name.
What is inside
Everything the owner needs
Leads
Every inquiry in one place, tagged by where it came from, and handed to Ignition for a proposal in one click.
Money
Your firm's own revenue, cash, receivables and fees by service, pulled from QuickBooks or Xero.
Marketing
Client newsletters, review requests and tax deadline emails, sent from your firm's name.
Work
Jobs and deadlines from TaxDome or Karbon, next to the rest of your business.
Firm home
A home page for your team with SOPs, announcements and every tool in one place.
Nothing goes out until you approve
AccountBoard drafts the reply to a new lead, the reminder for a late invoice and the updated proposal for a client who outgrew their fee. Each draft shows the records it used, so you can check it in seconds.
Built to connect with
- TaxDome
- Karbon
- QuickBooks Online
- Xero
- Ignition
- Anchor
- Gmail
- Outlook
Pricing
No setup fee. Every integration included.
Solo
One accountant
$99 a month
- Website and AI visibility
- Leads, money and marketing
- Every integration
- No setup fee
Team
2 to 10 people
$299 a month
- Website and AI visibility
- Leads, money and marketing
- Every integration
- No setup fee
Firm
10+ people
$999 a month
- Website and AI visibility
- Leads, money and marketing
- Every integration
- No setup fee
Questions owners ask
Do I have to leave TaxDome or Karbon?
No. AccountBoard connects to the practice software you already use and shows its jobs and deadlines beside your leads, money and marketing.
Who is AccountBoard for?
Owners of tax, bookkeeping, advisory, fractional CFO and tax resolution firms, from solo practitioners to firms of 10 or more.
How much does it cost?
Solo is $99 a month, Team (2 to 10 people) is $299 and Firm (10+) is $999. There is no setup fee and every integration is included.
Does anything get sent without me?
No. AccountBoard drafts replies, reminders and proposals and shows the records it used. Nothing goes out until you approve it.
What is AI visibility?
A monthly check of the questions your ideal clients ask ChatGPT, Perplexity and Google's AI, showing whether your firm is named and who is named instead.
Give the owner side of your firm a home
See your own firm in AccountBoard in a 20 minute demo.
Book a demo