For Accountants
The CarteFi Accountant Portal
Manage every client from one dashboard. Always free.
Built for Your Practice
Everything you need to manage client books
Multi-Client Dashboard
See every client at a glance. Revenue, expenses, overdue invoices, bank balances -- all in one view. No more logging in and out of separate accounts.
One-Click Book Access
Jump into any client's full chart of accounts, journal entries, and reports with a single click. No separate credentials for each client.
Client Onboarding & Migration
Help clients migrate from QuickBooks in minutes. Import their chart of accounts, contacts, and transaction history. Verify balances match before going live.
Built-In Collaboration
Leave notes on transactions, flag items for review, and ask questions -- all inside the app. No more email chains about missing receipts.
1099 Management
Track 1099-eligible payments across all clients from your portal. Generate reports by vendor and client at tax time.
Period Close Management
Lock completed periods to prevent client edits. Reopen when needed with full audit trail. Maintain the integrity of finalized books.
How It Works
Set up in minutes, not days
Create your free accountant portal
Sign up with your firm email. Your portal is always free -- no subscription, no per-client fees, no limits on the number of clients.
Invite your first client
Send an invite link to an existing client, or have new clients sign up and add you as their accountant. Either way, you are connected in seconds.
Access their books from your dashboard
View reports, review transactions, close periods, and collaborate -- all from your centralized portal. No extra logins.
Each client saves 50-75% vs QuickBooks.
You look like a hero.
When you recommend CarteFi, your clients pay less for the same features they already use. They get better software for less money, and you get a modern platform built for the way you actually work.
"Testimonials from accounting professionals will appear here as we onboard beta users."
Are you a CPA or bookkeeper interested in trying CarteFi? Get in touch -- we would love your feedback.