Tabby for accountants and bookkeepers

What is Tabby for Accountants?

Tabby for Accountants is the version of Tabby built for CPAs, bookkeepers and accounting firms. You manage all your clients' books from one dashboard, assign clients to team members, and let Tabby's AI do the categorizing so your team reviews instead of keying in data. Learn more at https://www.usetabby.com/accountants/.

How much does Tabby for Accountants cost?

It's free for the firm. You pay $15 per client per month for the clients you manage.

How many clients can I manage?

As many as you like. There's no cap on clients.

Can my clients see their own books?

Yes. Invite a client as a team member on their own business so they can see their books and reports.

Does my accountant need a paid account to see my books?

No. Invite your accountant from Settings on any paid plan and they get access at no cost to them.

Can I upload client transactions from Excel?

Yes. Upload PDF, CSV or Excel statements for any client, or connect their bank through Plaid. Pick whichever fits the engagement.

Can I use an AppSumo license for my clients?

No. AppSumo licenses are for a single business owner's own books. To manage client books, use Tabby for Accountants.

Is there a referral bonus for accountants?

Yes. Affiliates earn an extra $250 when an accountant they referred adds their first client. See Affiliates.

Updated on: 10/10/2026