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Built for professionals who live in the numbers.

From a solo CPA to a large property management firm — the same powerful accounting platform, configured for how you work.

Accounting Firms & CPAs

Manage multiple clients under one login. Each client gets their own full set of books — general ledger, bank reconciliation, reports, and tax prep — with direct client access so you stop emailing spreadsheets.

  • Multi-client dashboard with portfolio-level view
  • Direct client login without sharing credentials
  • Bank reconciliation for every client in one place
  • Tax filing support — 1099 and 1120
  • No per-client export or data transfer

Real Estate Investors & Property Managers

Track income and expenses across properties and entities, manage vendor payments, and keep books clean for investors or lenders. Pair with allhoa™ for full HOA management with zero double entry.

  • Per-property and per-entity P&L
  • Intercompany transfers and consolidated reporting
  • Vendor and owner payment management
  • allhoa™ integration — HOA books flow automatically
  • Depreciation tracking for assets

Small & Mid-Size Businesses

Replace QuickBooks or Xero with a platform that doesn't punish you for growing. Full double-entry accounting, CRM, and time tracking — without three separate subscriptions or a wall of add-ons.

  • Full general ledger — cash and accrual
  • Integrated CRM with pipelines and deal tracking
  • Invoicing, AR/AP, and recurring billing
  • Bank reconciliation with AI categorization
  • Time tracking and billable hour invoicing

Professional Services

Attorneys, consultants, architects, and agencies track billable hours, manage retainers, and see per-client profitability — all inside the same platform that handles the books.

  • Billable and non-billable time tracking
  • Retainer billing and trust account management *
  • Per-client and per-project P&L
  • Proposals and contracts linked to accounts
  • Expense reimbursement and mileage tracking

HOA Operators

Use allboox™ as the accounting core for corporate operations and management-company books. Add allhoa™ for full HOA management — assessments, owner portal, violations, and reserve studies — all sharing the same ledger.

  • Management-company corporate accounting
  • Management fee invoices flow to association books
  • Cross-association vendor and contact management
  • allhoa™ integration included
  • No double entry between corporate and HOA books

Municipalities & Non-profits

Fund-based accounting, budget tracking, and grant management — with reporting formats that match what auditors and boards actually need.

  • Fund accounting and budget management
  • Budget vs. actual reporting
  • Donor or grant tracking *
  • Multi-fund consolidated financials
  • Board and auditor reporting exports

Don't see your use case?

Talk to us — we built allboox™ to be flexible, and we're still adding new workflows.

* = upcoming feature