Accounting Software Built for Tax Compliance
The only cloud platform that gives accountants dual-basis reporting, IRS form mapping, and modular compliance tools — all from a single ledger.
No credit card required · Free during beta
QuickBooks isn't built for compliance.
Neither is Xero.
Legacy tools were designed for small-business bookkeeping — not for accountants who live in tax codes, IRS forms, and multi-entity structures.
QuickBooks
Not built for US tax compliance
- Subscription price hikes every year
- No true dual-basis reporting
- Weak accountant-specific workflows
- Vendor lock-in on your client data
Xero
Not built for US tax compliance
- Minimal US tax compliance features
- No IRS form line mapping
- No native job costing module
- Limited 1099 tracking support
ODOO / SAP
Not built for US tax compliance
- Enterprise complexity, enterprise price
- No cash-basis support
- Requires months of implementation
- Not built for US accountants
What's included
Everything a modern tax practice needs
Built on double-entry accounting fundamentals, extended with the compliance and practice-management features your workflow demands.
Dual-Basis Accounting
Record transactions once and toggle instantly between cash-basis and accrual reports. No duplicate data entry, no reconciliation headaches.
Tax Form Mapping
Map every account to IRS form lines — Schedule C, E, F, 1120, 1120-S, 1065, and more. Tax season becomes a one-click export.
1099 Vendor Tracking
Automatic threshold detection flags vendors crossing the $600 IRS limit. Generate compliant 1099-NEC and 1099-MISC reports at year end.
Job Costing
Track revenue and expenses per project. View per-job P&L, budget-vs-actual, and the all-jobs matrix — standard for contractors and construction firms.
Bank Feeds
Plaid-powered bank connections with smart matching rules. Reconcile in minutes instead of hours. Recurring transaction templates for predictable patterns.
Full Audit Trail
Every journal entry, edit, and deletion is permanently logged with user, timestamp, and change detail. Immutable logs designed for SOC 2 readiness.
How it works
From setup to compliance in three steps
Set Up Your Practice
Create companies for each client. Configure fiscal year, entity type, and chart of accounts. Role-based access keeps each client's data isolated.
Record & Reconcile
Post double-entry journal entries, import bank transactions via Plaid, and apply smart matching rules. Recurring entries automate predictable monthly activity.
Report & Comply
Generate GAAP-compliant financial statements, cash-vs-accrual comparisons, tax worksheets, and 1099 reports. Print-ready PDFs with one click.
Built for practices
Multi-client practice management, the way accountants actually work
Tax2Books is designed for the accountant managing 20 clients — not a small business managing its own books. Every workflow is optimized for speed, accuracy, and compliance.
- Manage unlimited client companies from one dashboard
- Role-based access: Owner, Admin, Accountant, Viewer
- Client data fully isolated — no cross-contamination
- Consolidated reporting across multiple entities
- Practice management tools built for CPA workflows
- Full data export — your data, always yours
Ready to leave QuickBooks behind?
Start your free trial today. No credit card required. Your data, your rules — forever.