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Your Practice, Your Rules,
Our Software.
A White-Label Accounting and File Sharing Solution
made by Accountants for Accountants
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7 Minute Live Demo
Get a Better, Affordable Solution Created by Practicing Accountants
Experience Speed, Simplicity, and Performance with Virtually No Learning Curve
The Future of Online Accounting is Here
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.
Get Started Today!
Easily Share Information To and From Clients
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
Get Started Today!
Keeping it Simple
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
Get Today’s Better Solution Made with AI
and the Experience of Practicing Accountants
At a Sensible Price
$37
per month
Unlimited Client Users
Unlimited Staff Users
Full Accounting Software Access
Unlimited File Sharing
Unlimited Cloud Storage
Digital Financial Reporting
Bank Statements
Customer Support, including Bank Connection Assistance
Client User Controls
Unlimited bank connections for
4 clients
$87
per month
Unlimited Client Users
Unlimited Staff Users
Full Accounting Software Access
Unlimited File Sharing
Unlimited Cloud Storage
Digital Financial Reporting
Bank Statements
Customer Support, including Bank Connection Assistance
Client User Controls
Client Onboarding
Unlimited bank connections for
5-10 clients
$147
per month
Unlimited Client Users
Unlimited Staff Users
Full Accounting Software Access
Unlimited File Sharing
Unlimited Cloud Storage
Digital Financial Reporting
Bank Statements
Customer Support, including Bank Connection Assistance
Client User Controls
Client Onboarding
Bank Connection Support with Client
Unlimited bank connections for
11-15 clients
(over 15 'bank-connected' clients, call for special pricing)
Get Started
Get in touch
Have a question? Please contact us today. We'd love to hear from you.
1.888.549.2226
support@recordsinorder.com
201 Spear St. #1100 San Francisco, CA 94105