For CPA and tax firms
BKeeper is the text-based expense assistant you offer your clients for one monthly firm fee. They connect their accounts, answer a few questions by text, and send you organized Schedule C expenses in a few keystrokes. You get cleaner files, faster turnaround, and a client benefit that sets your firm apart.
The January scramble
For your self-employed clients, pulling together a categorized list of business expenses is the hardest part of tax season. It shows up on your desk as delays, follow-up emails, and numbers you cannot easily verify.
One number for "expenses" that your team has to break into Schedule C categories.
Business purchases on personal cards, and personal purchases on business accounts, with no notes on which is which.
Rounds of questions about what a charge was for, months after anyone can remember.
How it works
STEP 1
Add it to your year-end prep packet, your client resources page, or an email to the clients who need it most. Want it on brand? We can build a custom landing page for your firm.
STEP 2
BKeeper handles setup, training, and support. When a client gets stuck, a real person helps them, not just an AI agent. Your staff stays out of it.
STEP 3
In a few keystrokes, your client sends you Schedule C expense totals and supporting detail, ready for preparation.
Connects accounts securely through Plaid and imports the full year of expenses, across every card and account they use.
Reviews, codes, and flags by text, answering short questions only on the expenses that need business context.
Sends Schedule C expenses to you in a few keystrokes, so you start from organized numbers instead of a shoebox.
What your firm gets
Start returns with categorized expenses instead of rebuilding them from statements.
Give clients a tool they use all year, connected to your firm, that makes tax season easier.
Offer a client benefit that differentiates your firm when prospects compare preparers.
BKeeper owns onboarding, training, and support. You share a link and receive the results.
Why BKeeper
Clients already text all day. There is nothing to download, nothing to forget on page six of their phone, and no dashboard to learn.
BKeeper organizes and documents. It does not prepare returns or give tax advice. Every file ends with you.
Bee prompts clients for business purpose on the expenses that need it, helping build the substantiation behind each deduction.
Dedicated business accounts or business and personal spending mixed across several cards and checking accounts. BKeeper sorts it out.
Solopreneurs, 1099 contractors, and field-based small business owners who work from their truck, their car, or a client's kitchen table.
Pricing and options
Your clients get BKeeper as part of working with you. No per-client billing for your team to manage. Schedule a demo and we will quote a flat monthly fee based on your firm.
CPA Firm Plan
Flat monthly pricing, scaled to your client roster
✓ BKeeper for one user per client business, at no cost to your clients
✓ Your firm's custom signup link
✓ Client onboarding and training by BKeeper
✓ Human-backed client support
✓ Schedule C expenses sent to your firm in a few keystrokes
For clients with teams
Larger clients can use BKeeper to manage expenses across employees and company credit cards, with each cardholder capturing receipts and business purpose by text.
Multi-user accounts are billed directly to the client business, so your firm fee stays flat.
Your firm, your brand
We build a branded BKeeper page for your firm that introduces the service in your voice and lays out the options for solo clients and clients with teams. Link it from your website and year-end packets.
Schedule a CPA demoYour clients start organizing in November and December. Set up your firm's link now and they arrive in January ready.