Professional Accounting Software for Bookkeepers and CPAs
SwiftBook Pro is a cloud-based accounting platform with modular design. Choose the
Full Accounting workspace for day-to-day bookkeeping — checkbook-style
ledgers, bank-feed import, invoicing, cash-flow tracking, and multi-client dashboards
— the Trial Balance & Writeup workspace built for CPAs who
need rapid period-end adjustments and compiled financial statements — or the
Payroll module for after-the-fact paychecks and quarterly and
year-end payroll reports.
Key Features
- Smart Chart of Accounts with automatic categorisation
- Real-Time Trial Balance updated as you post entries
- Simply Reports — print-ready financial statements in seconds
- Bank feed import and reconciliation tools
- Invoicing and accounts-receivable tracking
- Multi-client firm dashboard for bookkeeping practices
- Team management with role-based access (Owner, Bookkeeper)
- After-the-fact payroll: employees, paychecks, and payroll register
- Payroll worksheets: 941, 940, W-2/W-3 summary, and state quarterly reports
- Export to Excel, PDF, and CSV at any time
Pricing
SwiftBook Pro offers a free trial with no credit card required. Paid plans for Solo
Practitioners, Small Firms, and Large Firms are available on monthly, quarterly,
semi-annual, and annual billing cycles. Visit
swiftbookpro.com for current pricing.
Who Uses SwiftBook Pro?
Independent bookkeepers managing multiple client files, CPA firms running period-end
write-ups, and small-business owners who want a professional ledger without the
complexity of legacy desktop software.