Bring client communication into one hub.
Keep client conversations and document requests in the PolyBooks communications hub. Give clients one place to respond, so you spend less time piecing together scattered messages.
For accountants and their clients
See how you could get 100 hours back this tax season.
PolyBooks handles the chasing, follow-up, and routine requests so you can focus on the advice and decisions that make you essential to your clients’ financial lives.
Centralized communication. Automatic document follow-up. Secure client access to past records. Practical processes that give you more time for your clients.
Here for your own businesses? Explore PolyBooks for business owners.
See where the time comes back.
Watch how PolyBooks handles document follow-up, gives clients secure access to past documents, and lets you safely delegate to bookkeepers while staying informed.
Potential time savings depend on your client volume and workflows.
Start with the clients who have the most to bring together.
Start with clients managing multiple businesses. Bring their business and personal finances into one view, then use that context to guide the decisions where your expertise matters most.
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See PolyBooks in action.
Explore the communications hub, automatic follow-up, and self-service document access in a demo.
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Identify a few suitable clients.
Consider owners who would benefit from a combined view of their businesses and personal finances.
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Help them take the next step.
Use the time you get back to deepen client relationships and make room for more valuable advisory work.
Choose a time for a walkthrough of PolyBooks for your practice.
Meeting us at Intuit Connect? Let’s walk through PolyBooks together.
Let PolyBooks handle the grunt work
Spend less time chasing down the documents you need from your clients.
Let PolyBooks handle document follow-up.
Request the documentation you need. PolyBooks follows up automatically and escalates when a client remains unresponsive, so you can focus your attention where it’s needed.
Give clients answers without another request.
With a secure self-service document portal, clients can retrieve past tax returns and other stored documents without waiting for you to respond.
Work with bookkeepers? Delegate safely.
When a bookkeeper helps you, safely hand off work while monitoring how well they care for your clients. Keep your focus on the tasks that need your expertise.
For the people you advise
Be the accountant your clients turn to first.
Your clients need someone who understands their goals and can help them decide what to do next. PolyBooks brings their businesses and personal finances together, giving you the context for conversations about cash flow, growth, and their future.
Separate businesses. One clear view.
Each business keeps its own invoicing, bills, and chart of accounts. Clients can see their businesses together while keeping every entity distinct.
See what business finances mean for personal finances.
Help clients understand how their businesses affect their personal financial position today and into the future.
Plan ahead with forecasts.
Clients can explore what their finances may look like in the future and make more informed plans.
An easier way to work with their accountant.
Centralized communication helps clients respond to requests, while secure document access puts past records within reach.
As technology changes accounting, deepen the relationships that make your practice valuable.
As AI takes on more routine work, your clients still need someone who understands their goals and can guide their decisions. PolyBooks gives you more time and a clearer financial picture to deepen those relationships and become indispensable to their financial lives.
PolyBooks is built to replace your clients’ existing accounting software, bringing accounting for multiple businesses, financial forecasting, accountant communication, and document access into one place.
Clients pay for a platform they can use throughout the year. Your practice gets more room for the judgment, planning, and personal guidance they value. Use the time you reclaim to strengthen those relationships and grow the advisory side of your business.
See client pricing