For accountants and bookkeepers
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.
Close
September closeExample
Set up in minutes.
Join free
Sign in with your email and add your firm's name. You get your own link.
Send clients your link
Or a ready-made invite message. Clients already on SumSwift can add you by email.
They share in one click
When a client signs up through your link, SumSwift asks them to share their books with you.
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.
A GIFI file for the T2, a trial balance mapped to T2125, Schedule C or GIFI lines, and 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.
Every deadline in one place.
GST/HST and sales tax returns, US estimated payments, income tax returns and contractor slips, worked out from each client's setup.
Bring your team.
Add the people at your firm, assign clients, and keep private notes the client never sees. Require two-step sign-in for everyone.
View, or fix things yourself.
Clients choose: see everything, or also fix categories, add adjustments and lock months. Every change is logged under your name.
Reconciled to the cent.
Every statement is checked against the balances the bank printed. Missing months are flagged before you find them.
Straight into QuickBooks.
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.
A Monday email.
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.
Your clients pay $79 a month, or $599 once to catch up. For every client who signs up through your link, you get 15% of their monthly payment, for as long as they stay.
The first 100 firms to join earn 20% of every monthly payment ($15.80 a client) for their first 12 months as a partner, then 15%.
At 15%, $11.85 a client a month. Paid monthly for the month before. 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 ($11.85 on the $79 plan, more if they add extra accounts). 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.
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?
Statements for each bank account, card and line of credit: PDFs from online banking or CSV exports. Clients on QuickBooks can bring their history across from two standard reports.
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.