What can an accountant see and do in a client's GoodBooks account?

Connected accountants get full bookkeeping access: journal entries, the register, contacts and donors, invoicing, reconciliation, and every report. They cannot touch organization settings, user accounts, security policies, or billing — and they can never approve or extend their own access. Every entry an accountant makes is badged with their firm's name in the audit trail.

Can a client revoke their accountant's access?

Yes, at any time, with one click — no phone call required. The connection ends immediately: if the accountant is working in the books at that moment, their session is returned to their own firm on the very next page load.

What does GoodBooks cost for an accounting or bookkeeping firm?

Nothing. Your firm workspace runs on the Free plan, and there are no per-user fees, so your whole team can have logins. Each client organization subscribes to its own GoodBooks plan — Free, Foundation at $15/month, or Core at $30/month.

Do my clients need their own GoodBooks accounts?

Yes — each client organization has its own GoodBooks account, its own books, and its own subscription, which they always control. The smallest clients can run on the Free plan. If you're moving a client over, our concierge setup service can build their chart of accounts and funds for you.

Can everyone at my firm work in client books?

Yes. Client connections belong to the firm, so every active user in your firm workspace can open any connected client's books. Since there are no per-user fees, add as many team members as you need.

How does my firm get set up with Accountant Access?

Book a quick call or email hello@dogoodbooks.org and we'll set your firm workspace up — it takes a few minutes and costs nothing. After that, you invite clients by the email they sign in to GoodBooks with (or they invite you), the other side approves, and you're in.

Every client's books.
One login.

If your firm keeps books for churches, nonprofits, or community groups, GoodBooks gives you a client switcher instead of a password spreadsheet — with access your clients grant, scope, and can revoke. Real double-entry fund accounting underneath, screens their volunteers can actually use on top.

Set Up Your Firm — Book a Call

Firm workspace is free · No per-user fees · Clients keep control

Client Switcher

Stop collecting other people's passwords.

Connect to each client once — you invite them by the email they sign in with, or they invite you, and the other side approves. From then on, every client is a card on your firm's home screen and an entry in the header switcher. Month-end is open, post, reconcile, switch, repeat.

Invite clients by email — or let them invite you; the other side approves
Switch between client books without signing out
Your whole team gets access — no per-user fees, ever
Serve as many clients as you take on
No shared logins, no password spreadsheet, no liability

The Clients screen in a GoodBooks firm workspace, showing three connected client organizations with Open Books buttons and one invitation waiting for approval

Trust, Engineered

Access your clients can grant — and take back.

Accountant Access is built so a nonprofit board can say yes to it comfortably. You get the full set of bookkeeping tools in every connected client. You don't get their settings, their user accounts, or their billing — and you can never approve or extend your own access. If the relationship ends, one click ends the connection, immediately.

Full books: journals, register, donors, invoicing, reconciliation, every report
No access to client settings, users, security policies, or billing
Clients can revoke instantly — active sessions are ejected on the next click
Every entry you make is badged with your firm's name in the audit trail
Clients can work with multiple firms; you can serve many clients

A client organization's Accountant Access settings in GoodBooks, showing a connected bookkeeping firm with an Active badge and a Remove Access button

Real Accounting Underneath

Simple for them. Rigorous for you.

GoodBooks shows volunteers plain-language screens, but underneath it's proper double-entry fund accounting — so what your client records on Sunday is something you can stand behind at year-end. Restricted gifts follow ASC 958 with automatic release entries, statements come in the two-class format, and everything traces to a journal.

True double-entry books — trial balance, journals, full audit log
Fund accounting first: every dollar tagged to its purpose
Donor-restricted gifts release automatically when spent against a campaign or grant
Budget vs Actual, at-risk projections, and fiscal-year-aware report presets
Client work reaches you clean — not a shoebox in January

Cash Balance by Fund report in GoodBooks showing separate balances per restricted and unrestricted fund with a total across all funds

Up and running this week.

Firm workspaces are set up personally — it takes one short conversation, and it's free.

1 · Get your firm workspace

Book a 20-minute call or email hello@dogoodbooks.org. We'll set up your firm workspace and walk you through the client view — no charge, no per-user fees.

2 · Connect your clients

Invite each client by the email they sign in to GoodBooks with — or have them invite you from their Organization Settings. The other side approves, and the connection is live. New to GoodBooks entirely? Our concierge setup can build a client's chart of accounts and funds for you.

3 · Work the books

Open any client from your firm home screen or the header switcher. Post entries, reconcile, run reports — then switch to the next client without signing out. Your work is badged with your firm's name in their audit trail.

Questions firms (and their clients) ask us.

If yours isn't here, email us at hello@dogoodbooks.org.

Connected accountants get full bookkeeping access: journal entries, the register, contacts and donors, invoicing, reconciliation, and every report. They can't touch organization settings, user accounts, security policies, or billing — and they can never approve or extend their own access. Every entry an accountant makes is badged with the firm's name in the audit trail.
Yes, at any time, with one click — no phone call required. The connection ends immediately: if the accountant is working in the books at that moment, their session is returned to their own firm on the very next page load.
Nothing. Your firm workspace runs on the Free plan, and there are no per-user fees, so your whole team can have logins. Each client organization subscribes to its own GoodBooks plan — Free, Foundation at $15/month, or Core at $30/month. See pricing.
Yes — each client organization has its own GoodBooks account, its own books, and its own subscription, which they always control. The smallest clients can run on the Free plan. If you're moving a client over from spreadsheets or QuickBooks, our concierge setup service can build their chart of accounts and funds for you.
Yes. Client connections belong to the firm, so every active user in your firm workspace can open any connected client's books. Since there are no per-user fees, add as many team members as you need.
Book a quick call or email hello@dogoodbooks.org and we'll set your firm workspace up personally — it takes a few minutes and costs nothing. After that, connecting each client is invite → approve → done.

Bring your nonprofit clients somewhere built for them.

A free firm workspace, no per-user fees, and clients who stop handing you shoeboxes.