Manage all your client books from one screen. Get a practice workspace for your firm, flexible wholesale billing or referral revenue options, and direct AI tools (MCP) to review client general ledgers.
Zero sign-up fee · No minimum client commitment to join · Direct software-only partnership
We believe software providers should help independent advisors grow their practices, not compete with them for clients.
Some software vendors market their own live bookkeeping services to small businesses, competing directly with the accountants who brought them there. We build software, not an accounting firm. We do not provide bookkeeping services, and we do not market against your practice.
Select the commercial arrangement that fits your practice: use wholesale practice billing when you bundle software into your client retainer, or receive ongoing monthly referral revenue when clients pay directly. Commercial schedules are shared confidentially with verified practices.
When you support 2 or more active client workspaces on AccountGo, your own practice receives an Accounting Pro workspace ($99/mo value) at no charge for your internal books, invoicing, and tax preparation.
Every firm operates differently. Choose wholesale billing when you bundle software into your monthly fee, or referral commission when your clients pay directly.
Bundle software directly into your monthly advisory or bookkeeping retainer.
Ideal for: Firms charging a fixed monthly fee that includes software and advisory services.
Let your clients pay directly while your firm receives ongoing monthly revenue share.
Ideal for: Consultants who prefer clients to manage their own billing and subscriptions.
Commercial discount tiers and revenue share rates are shared confidentially with verified accounting professionals upon partner application.
Switch between all client books without opening multiple browsers or sharing passwords. Set clear boundaries between operational work and accounting controls.
Switch between all your client organizations with one click from the workspace switcher. No logging in and out, and no handling separate browser profiles or password lists.
Give business owners permissions to send customer invoices, track payments, and record vendor bills, while your advisory team retains control over journal entries, general ledger adjustments, and chart of accounts changes.
Connect your preferred AI assistants directly to client workspaces through our read-only MCP server. Run fast ledger variance checks and generate plain-English commentary for client advisory calls in seconds.
Protect client financial data with WebAuthn Passkeys, authenticator app (TOTP) two-factor authentication, and workspace-wide security policies with customizable grace periods.
Export client balances, reports, and transaction data to clean CSV files whenever needed. Because AccountGo is open-core, your clients' books stay completely under your ownership, not trapped in a closed proprietary database.
All Pro workspaces include white-label delivery and custom email domains, ensuring your client invoices and statements reflect professional standards without third-party vendor watermarks.
AccountGo includes a built-in Model Context Protocol server. Connect AI assistants like Claude Desktop directly to client workspaces to spot ledger discrepancies and prepare monthly reviews in seconds.
What it does: Scans recent ledger rows, identifies misclassified line items, and surfaces a concise checklist for review.
What it does: Extracts revenue and expense classifications to produce clear bullet points ready for your client meeting email.
What it does: Fetches live debit and credit totals across the chart of accounts and confirms the ledger is balanced.
Get your firm onboarded in three simple steps with no setup fees and no long-term commitments.
Send a brief email to support@accountgo.dev with your firm name, website or LinkedIn profile, and approximate number of client businesses.
We activate your advisor status, provide your wholesale coupon codes or referral affiliate links, and set up your firm's practice workspace.
Invite your clients to AccountGo or create client workspaces directly. Switch between all client books seamlessly from your single login.
Direct answers to common questions about partner economics, multi-client access, and firm accounts.
The program is designed for independent accountants, CPAs, freelance bookkeepers, fractional CFOs, and outsourced finance consultancies who manage accounting or invoicing for small business clients.
When your firm maintains 2 or more active client workspaces on AccountGo Cloud (Invoicing Pro or Accounting Pro), your own firm's Accounting Pro workspace ($99/mo value) is free of charge for as long as those client workspaces remain active.
Yes. You can choose wholesale billing for clients who pay you an all-inclusive monthly advisory retainer, and referral billing for clients who prefer to pay AccountGo directly for their own software subscription. Commercial schedules are shared confidentially upon partner enrollment.
Once your clients invite your firm email address as a member with administrative or advisory permissions, their companies appear in your top workspace switcher. You can move between client books in a single click without logging out or juggling multiple logins.
Model Context Protocol is an open standard that allows AI assistants (such as Claude Desktop) to query structured tools. AccountGo includes a built-in MCP server that lets you inspect charts of accounts, trial balances, general ledger transactions, and financial statements securely so you can automate variance reviews and prepare client notes in seconds.
No. AccountGo is strictly a software provider. We do not provide bookkeeping services, and we do not market against your practice. We believe software companies should empower accounting advisors rather than trying to displace them.
Because AccountGo uses clean organization tenancy, ownership of a workspace can be transferred smoothly. You can export complete CSV records at any time, ensuring you and your client retain full data portability.