For accountants
Clean books from
every client.
Your clients' books are done the day they upload, balanced to the bank. You close every client from one board, and the year-end is ready when you are.
Free for your firm. Earn up to 20% of every monthly payment from the clients you bring.
Every client's month on one board.
Lock what's ready, see what's still with the owner and what doesn't match the bank, across every client.
Close
September closeExample
Set up in minutes.
- Step 1
Join free
Sign in with your email and add your firm's name. You get your own link.
- Step 2
Send clients your link
Or a ready-made invite message. Clients already on SumSwift can add you by email.
- Step 3
They share in one click
When a client signs up through your link, SumSwift asks them to share their books with you.
- Step 4
Work from one board
Every client's month, what needs you and what's due. Download the year-end package at tax time.
Built for how you actually work.
Review what SumSwift sorted.
Personal spending, large purchases and anything sorted differently than the owner usually does. One decision per merchant.
Your year-end, ready to file.
Checks, an adjusted trial balance with your own entries, and a filing lock only your firm can open.
Into your tax software.
An adjusted trial balance laid out for CCH, Lacerte, UltraTax and Drake, mapped to Schedule C and 1120 lines, plus the full year-end package.
Ask clients, get answers.
Your question shows on the client's Home page. SumSwift reminds owners who go quiet, so you don't have to chase.
GST/HST and sales tax returns, US estimated payments, income tax returns and contractor slips, worked out from each client's setup.
List your firm free in Find an accountant: a profile with your services, languages and whether you take new clients, with a button that brings them in through your link.
Add the people at your firm, assign clients, and keep private notes the client never sees. Require two-step sign-in for everyone.
Clients choose: see everything, or also fix categories, add adjustments and lock months. Every change is logged under your name.
Every statement is checked against the balances the bank printed. Missing months are flagged before you find them.
Clients can keep your QuickBooks Online file up to date on its own, matching to the cent. Or download a QuickBooks Online import or Desktop IIF file.
What's ready to lock, year-ends ready, what's off from the bank and what's due in the next two weeks, across every client.
Partner program
Free for you.
And it pays you.
For every client who signs up through your link, you get 15% of what they pay SumSwift each month, for as long as they stay.
The first 100 firms to join earn 20% of every monthly payment for their first 12 months as a partner, then 15%.
Paid monthly for the month before, in the same currency your clients pay (US clients pay in US dollars, Canadian clients in Canadian dollars). A client on a yearly plan earns you 15% of the yearly payment when it's paid.
Questions
How does the 15% work?
Clients who sign up through your link are yours. Every month one of them pays for Monthly, you earn 15% of it. It keeps going as long as they stay a customer. We pay you monthly for the month before. Founding partners (the first 100 firms) earn 20% instead for their first 12 months.
Do yearly plans count?
Yes: you get 15% of the yearly payment when it's paid.
How do I get paid?
We add up what your clients paid each month and pay you your share early the next month, in the currency they paid. The Clients page shows the clients who signed up through your link.
What if a client leaves, or works with another firm too?
Your share stops while they don't pay and starts again if they come back. A client who signed up through your link stays yours, even if they also share their books with another accountant. They can remove anyone's access any time.
Is SumSwift trying to replace accountants?
No. SumSwift does the bookkeeping, the part most firms would rather not chase every month. Tax returns, planning and advice stay with you, and you start each year-end from books that already match the bank.
Does SumSwift file taxes?
No. SumSwift is bookkeeping. Tax returns stay with you; SumSwift hands you clean books and the figures to file from.
Can I edit a client's books?
Yes, if the client gives you "Can edit". You can fix categories, split transactions, add adjustments, set up loans and depreciation, mark tax filings and lock months. Uploads, invoices, bills and their settings stay with the client, and locked months stay locked for everyone. Every change shows in the change history under your name.
What do clients need to send?
Most connect their bank and cards (read only, through Plaid), so new transactions come in by themselves. Others upload statements: PDFs from online banking or CSV exports. Clients on QuickBooks, Xero, Sage or Wave can bring their history across.
Canada and the US?
Both. GST/HST (including the Quick Method and QST), T2125 and T4A/T5018 for Canadian clients; Schedule C, estimated tax, sales tax and 1099s for US clients.
Where is the data stored?
Encrypted, in Canada. Clients can remove your access, or delete their account and every file, any time.