Purpose-built for accounting professionals. Oversee every client from a centralized workspace, produce polished financial statements, and customize the platform with your firm's branding.
Try It FreeToggling between disconnected tools and separate logins wastes valuable time. Kantivo consolidates your entire client roster into a single command center where you can review financials, transition between engagements seamlessly, and produce the deliverables your clients depend on.
Seats pay for the ledgers you keep yourself. Colleagues who only work clients on their own Kantivo licence sit outside that count entirely, on every accountant plan and on the free Partner plan too. Each one sees just the clients you assign them.
Monitor every engagement from a unified view. Key performance metrics, pending items, and financial summaries at your fingertips.
Transition between client entities in an instant. No sign-out routines, no separate environments to manage.
Assign team members to designated clients. Fine-tune visibility and editing rights with detailed permission settings.
Produce presentation-quality financial statements suitable for tax filings, audits, or board reviews. Available in PDF and Excel formats.
Want to present the platform under your own firm's identity? Custom branding is offered to Accountant Enterprise subscribers. Reach out to us to explore white-label and reseller arrangements tailored to your practice.
| Feature | Accountant Pro ($540/yr) | Accountant Enterprise ($1,680/yr) |
|---|---|---|
| Hosted client books | 5 (15 on Accountant Pro 15) | 30 |
| Clients on their own license | Unlimited — never counted, no seat needed | Unlimited — never counted, no seat needed |
| Client Dashboard | Yes | Yes |
| All Advanced Features | Yes | Yes |
| Client Access (Remote) | Yes | Yes |
| Users Included | 1 user | Unlimited users |
| White-Label Branding | No | Options available - inquire |
Accountant Pro and Accountant Enterprise subscribers can establish secure remote connections to their clients' Kantivo systems, eliminating the need for file transfers or shared login credentials.
Your client generates a unique invitation code and sends it your way. Accepting it once permanently adds that client to your Connected Clients workspace.
Open any client's financial records with a single click. No repeated authentication steps or extra credentials required. Your roster is always standing by.
Each client determines your permission level - full editing or view-only - and retains the ability to disconnect your access at any point.
Clients on any Kantivo tier - Starter, Professional, or Business - can invite you. An accountant-level subscription on their end is not required.
One switch on your client's side produces a short code - something like 4KP2-9WTD. You install Kantivo, type it in, and their books open. No virtual network to join, no addresses to copy out of an email.
Two routes exist and the client picks between them, because the right answer depends on whose books they are.
We do not describe these as equivalent, because they are not. Relay buys you speed of setup; Tailscale buys you isolation. Whichever your client chooses, the invitation you receive spells out which route is in play - so nobody is promised a frictionless connection and then handed VPN instructions.
Begin your free 30-day trial. Every accountant tool is unlocked from day one.