Accounting practice management softwareRun your whole firm from one calm place.
CRM, proposals, onboarding, jobs, time and billing, QuickBooks and Xero review, a branded client portal and month-end reports — in one system, priced per client, with unlimited staff.
- 30 days free, no card
- From $9 per client
- Unlimited staff
Bliss HQDaily brief
Six tools, six logins, six bills. Or one.
The usual firm stack
- A CRM, a proposal tool, a portal, a workflow app, time and billing, and a review tool
- The same client typed into every one of them
- Clients get emails from four different systems
- Per-seat pricing that grows every time you hire
- Review and reporting live outside your practice tool
Bliss HQ
- Lead to proposal to onboarding to work to invoice, on one client record
- Add a client once; everything follows
- One branded portal and one to-do list for each client
- Priced per client — hire freely
- Smart Review, Clean Up and management reports built in
See a month at a calm firm.
Start every day knowing what matters.
Firm Home shows what's due, which clients you're waiting on, unbilled time and a daily brief of what changed overnight. My Week gives each person their own queue across every client.
Doing the work →Close the books without chasing emails.
Every uncoded and unreconciled transaction from QuickBooks Online and Xero, in one queue. Flag what looks wrong, ask the client in a click, and see the answer land on the transaction.
Reviewing the books →| Date | Description | Amount | Status |
|---|---|---|---|
| Sep 28 | AMZN Mktp US*2K4 | $412.18 | Asked |
| Sep 26 | Transfer 0442 | $5,000.00 | Answered |
| Sep 24 | Henry Schein Inc | $1,286.40 | Suggested |
| Sep 22 | Square Inc — possible duplicate | $89.00 | Flagged |
One link your clients will actually use.
Documents, questionnaires, transaction questions, proposals and invoices roll up into one to-do list — under your logo and colours, with a weekly digest so you don't have to chase.
The client portal →Month-end reports for every client, in one pass.
Prepare branded management reports with an AI-drafted summary for all your QuickBooks and Xero clients. Review, approve and send — and send related companies' reports together in one email.
Advisory reports →| Client | Summary | Status |
|---|---|---|
| Oakline Studio | Revenue up 12% | Sent |
| Henderson HoldingsHenderson group | Cash steady | Approved |
| Henderson RentalsHenderson group | Occupancy 96% | Approved |
| Harbor Dental | Margin down 3 pts | Review |
| Ridgeway Builders | — | Draft |
Capture every hour. Bill without retyping.
Timers that save when you switch, a weekly timesheet with "copy last week", approvals and locked periods. Bill fixed fees and retainers, and push invoices to your own QuickBooks or Xero.
Time & billing →| Client · service | Mon | Tue | Wed | Thu | Fri | Total |
|---|---|---|---|---|---|---|
| Oakline · Bookkeeping | 1:30 | 2:00 | 0:45 | 4:15 | ||
| Harbor Dental · Close | 3:00 | 2:15 | 5:15 | |||
| Ridgeway · Sales tax | 1:00 | 1:30 | 2:30 | |||
| Total | 4:30 | 2:15 | 3:00 | 1:30 | 0:45 | 12:00 |
From first hello to monthly advisory — on one record.
Win
Website lead forms, a scored pipeline, nurture emails, booking pages and follow-up nudges.
Sign
Proposals with fixed-fee or retainer pricing, e-signature and an executed agreement PDF.
Onboard
Questionnaires, tracked document requests and reminders that stop when the client finishes.
Do the work
Recurring jobs with checklists, assignments, comments and @mentions.
Bill
Timesheets, WIP, retainers, and invoices pushed to your QuickBooks or Xero.
Advise
Month-end report runs, variance analysis and a 13-week cash forecast.
Built for firms that keep the books.
Solo bookkeepers
Look like a bigger firm without the admin.
- Branded portal and proposals
- Onboarding that runs itself
- Smart Review on every client
Growing bookkeeping firms
Know who's doing what, and stop work falling through the cracks.
- Recurring jobs and My Week
- Roles and per-client access
- Timesheets, approvals and WIP
Advisory-led firms
Turn the close into a monthly conversation clients pay for.
- Month-end report runs with AI summaries
- Flux, cash forecast and custom metrics
- Related-entity reporting
The AI does the legwork. You keep the judgement.
Suggests, never posts
Every coding suggestion and ledger fix waits for a person to approve it.
Grounded in the numbers
Summaries and answers are built from that client's own figures and transactions.
Shipped, not promised
Clean Up, report summaries, Ask the report and email polishing all work today.
Included in your plan
AI is part of every subscription, with sensible monthly limits. No per-token bills.
Pay for the clients you serve — not the people you hire.
One plan, every feature, unlimited staff. Join as one of our first [50] Founding Firms and keep your launch price for as long as you stay.
See pricing and the savings calculator →Drops to $7 per client after 25 clients and $5 after 100. Everything included. 30 days free, no card.
Start free trial
Built inside a working bookkeeping firm.
Bliss HQ was built to run a real practice — month-end closes, clients who don't reply, retainers that need billing — and every feature was used on real clients before it shipped.
Questions firms ask
Does Bliss HQ replace QuickBooks Online or Xero?
No — it works alongside them. Your clients' books stay in QuickBooks Online or Xero; Bliss HQ connects to review, report and push invoices. Clients who'd rather move off can use Bliss Books, our own general ledger.
How long does setup take?
Most firms are working in an afternoon. A setup guide walks you through branding, services, team, integrations and your first clients, and checks off each step as you finish it.
What counts as an active client?
Any client you have switched on in Bliss HQ on your billing date. Leads and prospects are free, and you can switch clients off when you stop working with them.
Do my clients pay anything?
No. The branded client portal is part of your subscription.
Can I talk to someone first?
Of course. Book a 20-minute demo and we'll walk through it with your own firm in mind.
Bring calm to month-end.
Connect QuickBooks Online or Xero, invite your team, and see every client in one place this afternoon.