CPA PROGRAM

Give your clients the simplest tool for tracking income and expenses, so they’re ready for tax time.

Stay connected to your clients’ data year-round, and export everything you need to QuickBooks in a snap. Join our CPA program today!




Stay Connected With Your Clients

Kashoo is a great tool for keeping the pulse of your clients numbers at a glance, on one screen.

Help Your Clients Get Paid

Get setup to take credit card payments in a minute. All transactions and fees get categorized perfectly.

Reports in One Click

Get every financial report you need to make brilliant recommendations and prepare an accurate tax filing.

Designed for Accountants with DIY Bookkeeping Clients

Discount for All Your Clients

Recommend Kashoo for your DIY bookkeeping clients at a great rate.

Full Access to All the Data

Collaborate with your clients and have all the access you need to numbers and reports.

Export to QuickBooks

Easy export to QuickBooks for year-end or tax-time.

FOR EVERY KASHOO USER

Free, hands-on guidance for your clients using Kashoo.

Have confidence knowing your clients Kashoo questions will be answered right the first time.

Unlimited help whenever from friendly humans who actually answer the phone, in-app chat, or email.

Sign Up Today

Can my clients use Kashoo on a mobile device?

Clients can access Kashoo from their desktop, their tablet, and even their mobile phone! Stay connected with them wherever they go. Have all the data you need at your fingertips.

Do I have to be a Kashoo user?

No. Simple recommend Kashoo to your clients, and we’ll get them setup and running. They grant you access to their account so you can pull the reports and data you need and import into whatever software you use daily.

Can I export data to QuickBooks or other software?

Absolutely! You can export all the data you need in just a few simple steps. Make tax-time with every single client a snap.

How can I be sure that Kashoo is right for my clients?

Kashoo is perfect for small business owners who want to track their income and expenses on-the-go. We offer a free 14 day trial with no credit card required. We even take this a step further by offering a money back guarantee.