Better Books is a intelligent tax organizer that your clients will enjoy using.
Our system will save you time, money, & the
frustration of tracking files.
We <3 Tax Preparers
This is the modern tax organizer you have always dreamed of using.
Our software is so simple to use that accountants and clients can’t help but fall in love with it.
Tax Organizer
Don’t waste another tax season scrambling to gather information from your clients. Sign up for our intelligent tax questionnaire today and see how easy it can be to file your clients’ taxes.
Client Pipeline
Effortlessly track the status of every client tax return.
Tax Return Review
We make it easy to get your tax team together — wherever you are. Save time with modern workpapers that takes you to a level of efficiency you’ve never seen before.
Automated Emails
Upon completing the tax organizer your client will automatically be notified to provide you with the documents required to complete their return. The notification is customized for each client based on their answers to the tax organizer.
Simplified Filing
Streamline your tax preparation process and elevate your client management with our innovative tax organizer app, featuring automatic task generation, integrated file storage for hassle-free document uploads, and a powerful CRM function to securely store and access vital client information.
Automated Tasks
Streamline your tax preparation process with our innovative feature that intelligently generates personalized tasks for your client to complete, ensuring a hassle-free filing experience
Get Started Today!
It’s time to take control of your tax preparation process. Better Books will drastically improve your client experience and reduce the amount of time you spend on administrative tasks.
Simplify Everyday Tasks
- Manage permissions, share with individuals or teams.
- Preview, edit, collaborate on, and annotate tax workpapers.
- Collect electronic signatures and authenticate identities using KBA.
Unparalleled Accounting Firm Success
- Your firm and clients data is safeguarded by top-of-the-line standards for protection.
- Create and manage tasks, assign staff, record notes, get updates and more.
“Better Books is an absolute game changer for tax preparers. The easy to use tax organizer paired with automated client requests has saved me an entire admin’s staff salary at my firm.”
Amy Northard, CPA
CEO, The Accountants for Creatives
Join 900+ Accountants
No contracts. Just awesome software.