Earn more from every client. In less time. From one place.
Add bookkeeping, payroll, invoicing, and tax planning to the services you offer. Manage the work and your client conversations in Propio.
Connect your clients’ bank accountsor upload their statements
Your clients need you beyond tax season.
More services for each client
Offer monthly bookkeeping and payroll alongside tax preparation.
Bring ideas to the conversation
Use tax projections and suggested strategies to discuss the options that fit your client.
Options to discuss
One place for your firm
Bookkeeping, payroll, invoicing, and tax planning share the same books.
Illustrative examples.
The work is connected. Your tools should be, too.
When the books, payroll, invoices, and client messages live in different tools, your team has more places to check.
QuickBooksYour firm's work, all in one place.
AI categorizes transactions, reads statements and checks, and suggests rules for your review.
Follow the invoice through to payment.
See what's invoiced, what's paid, and how it appears in each client's books.
Run payroll where you manage the books.
Manage employees and contractors with direct deposit, payroll taxes, and employer and worker portals. Your team reviews and approves each run.
Your services, connected to the same books.
Airbnb payout+$1,580.00Gross receipts · Sch C L1Posted
United Airlines-$428.60Travel · Sch C L24aPosted
Starbucks-$8.75Meals · Sch C L24bPosted
Netflix-$15.49Subscriptions · Sch C L27aPosted
Nike-$89.99Supplies · Sch C L22PostedIllustration with example data.
Built on the same tax-basis ledger.
Each account in your chart of accounts maps to its tax line. All your services share those books.
Opening balances imported
Move your client records
We review what needs to move and agree on timing with you.
StarbucksMeals · Sch C L24b-$8.75Airbnb payoutGross receipts · Sch C L1+$1,580.00Your team learns Propio
Learn to review the books with Propio Launchpad.
Live tax estimate
$32,660
Strategy · S-corp election-$9,400
Plan throughout the year
Review projections and discuss strategies with your client.
We handle the move and help your team get started.
Bring your clients' history from QuickBooks or Xero and get your team ready with Propio Launchpad.
A client sends a receipt. Your team knows where to find it.
Request receipts over WhatsApp or SMS in English, Spanish, or Brazilian Portuguese with Lana, your AI assistant. Conversations and documents stay in the client's file.
UberTravel · Sch C L24a-$24.80Categorize transactions
Read statements and checks
Rivera Plumbing LLC
$12,400
Prepare 1099s
Reconcile accounts
Move your client records
Bring a plan to the next client conversation.
Review assumptions and suggested strategies with your client before deciding.
- Live 1040, updated daily
- Quarterly estimates
- AI-suggested strategies
Illustrative estimates. Results depend on the client’s situation.
Your clients’ information, protected.
Your client relationships are yours.
We work with firms, not directly with their clients. You own the relationship and your team makes the decisions.
Real results from firms like yours
“I used to log into every client's bank each month, hunt for the check, print the statement, and file it. Now it's one click. Propio gives us hours back, every day.”
“Propio turned tax planning into our best service. I don't just tell a client what they owe, I show them what I'll save them, and I charge for it.”
“We're moving our whole firm to Propio. Having accounting, taxes, and advisory in one platform means more efficiency, everything centralized, and a far more agile, strategic experience for our clients.”
Questions about moving to Propio?
Accounting firms serving clients in the U.S. We discuss the right way to work together based on your firm’s size and the support you need.
Propio does the work. You own the relationship.
See how to add services to your firm and bring your clients to Propio.