Your Practice, Your Rules,
Our Software.

A White-Label Accounting and File Sharing Solution
made by Accountants for Accountants

7 Minute Live Demo

The first accountant’s software with built-in file sharing for all documents, imbedded bank statement download, and digital financial statement reporting, all at no extra cost.
Sync bank(s) to automatic daily feeds in matter of seconds.
Transactions are automatically categorized with a unique time-saving tool.
Quickly review and edit the categorization of automatically balanced bank/credit card transactions.
Your accounting office controls if and what the client can access.
Sensible pricing, including unlimited staff users without extra cost, and unlimited client users without extra cost. No hidden fees or next year additional costs.

You use bank level security to send financial reports, tax returns, any document to the client
Compliant with the Gramm-Leach-Bliley Act and with GAPP (Generally Accepted Privacy Principles)
Your client is automatically notified with an email you may edit
Notification service informs you when a client uploads a file
Your customized tutorial instructs your client how to easily upload files
Your client has unlimited data storage at no extra charge to you

The Basic Package has all the features, and includes:

Unlimited Client Users

Unlimited Staff Users

Unlimited File Sharing and Storage

Digital Financial Statement Reporting

And more

$37

per month

$87

per month

$147

per month

Get Started

1.888.549.2226

support@recordsinorder.com

201 Spear St. #1100 San Francisco, CA 94105