AccountantsKit
Transform your Excel workflow with the most powerful toolbar designed exclusively for accounting professionals
QuickBooks Import
Seamlessly import general ledger data with one click
Transform Your Audit Workflow
QuickBooks Integration
Process general ledgers directly from QuickBooks Online with a single click. Save hours of manual work.
Audit Tickmarks
Apply professional tickmarks with custom legend. Document your audit process efficiently.
Preparation & Review
Add preparation and review stamps with name and date. Maintain compliance with auditing standards.
Format Automation
Transform raw data into presentation-ready format. Ensure consistency across all workpapers.
Dramatic Time Savings
See how much time your firm can save on everyday accounting tasks with our Accountant Kit Toolbar
Time Comparison: Manual Process vs. Accountants Kit Toolbar
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The Accountant Kit Toolbar has reduced our audit preparation time by over 30% in the first month alone.
Maria Chen
Audit Manager, Johnson & Associates
What used to take a full day now takes less than an hour. The ROI on this tool is extraordinary.
Robert Patel
Partner, Cornerstone CPAs
Calculate Your Potential Time & Cost Savings
Discover how much time and money your firm could save with the Accountants Kit Toolbar by using our ROI calculator
Powerful Features
Explore the comprehensive toolset designed to streamline your accounting workflow
QuickBooks Integration
Seamlessly import general ledger data directly from QuickBooks Online with a single click. Map account numbers, reconcile balances, and transform raw data into audit-ready formats.
Key Benefits:
- One-click GL import from QuickBooks Online
- Automatic account mapping based on prior year
- Smart balance reconciliation with flagged variances
- Batch import of multiple entities
Ready to transform your accounting workflow?
Request a personalized demo to see how the Accountants Kit Toolbar can save your firm hundreds of hours each year
Seamless Integrations
Connect directly with your accounting systems for effortless data transfer
Compatible Systems
Don't see your system?
QuickBooks Online
Integration Details
Direct integration with QuickBooks Online for seamless general ledger imports and account reconciliation.
Key Features:
- One-click GL import
- Trial balance comparison
- Automatic account mapping
- Direct access to QuickBooks reports
Additional Supported Systems
Need to connect with a different accounting system?
Simple, Transparent Pricing
Choose the plan that works best for your practice
Starter
Perfect for individual CPAs and small practices
Features include:
- QuickBooks Online Integration
- Basic Tickmark Library
- Standard Formatting Tools
- Preparation & Review Stamps
- Single User License
Limitations:
- Limited to 10 workpapers per month
- Email support only
- No custom tickmarks
Professional
Designed for growing accounting firms
Features include:
- All Starter features
- Advanced Tickmark Library
- Custom Formatting Templates
- Audit Trail Documentation
- Multi-system Integration (5 systems)
- Up to 5 User Licenses
Premium
For established firms with advanced needs
Features include:
- All Professional features
- Custom Branding & Templates
- Advanced Analytics Dashboard
- Multi-entity Consolidation
- API Access
- Priority Phone Support
- Up to 15 User Licenses
Frequently Asked Questions
Can I switch plans later?
Yes, you can upgrade or downgrade your plan at any time. If you upgrade, the new rate will be prorated for the remainder of your billing cycle. If you downgrade, the new rate will apply at the next renewal.
Is there a free trial available?
We offer a 14-day free trial on all our plans. No credit card required to start your trial, and you can cancel anytime before the trial ends with no charges.
How many users does each license support?
Each license is for a single user. The Starter plan includes 1 user, Professional includes up to 5 users, and Premium includes up to 15 users. Additional user licenses can be purchased separately.
Can I get a refund if I'm not satisfied?
We offer a 30-day money-back guarantee on all paid plans. If you're not completely satisfied, contact our customer support team within 30 days of purchase for a full refund.
Have more questions? We're here to help.
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