The business software for accounting firms

Engage new clients, get paid, and track your finances. Bonsai reduces your admin load, so you can focus on your business.

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$1,500

Invoice paid

New client

Intake form completed

Green leaf

Run your accounting practice on autopilot

Invoicing

Set up recurring invoices, track hours, and get paid fast.

Forms

Save time by putting together a seamless client onboarding.

Client portal

Keep records of communications, important docs, tasks in one place.

Contracts

Secure your work, scope, and terms with ready-made engagement letters.

Client CRM

Store and organize client information and communicaton.

Scheduling

Clients choose your services according to your availabilities.

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Browse Accounting templates

Trusted by 500,000+
business owners

“My best friend in scaling my business

Like putting my finances on auto-pilot”

Bonsai does the hard work”

Everything is streamlined”

Huge timesaver”

It’s been the most stress-free year of my life!”

I feel more confident”

Backbone of my business”

“So simple”

“Clients love how easy my systems are

A must-have!”

“I do less admin and do more of what I love

“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

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Need help? We’ll
answer in under 5 minutes

Our friendly, speedy, Customer Support has all the answers and is here to help you.

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Quick to set up
Even easier to use

You get 7 days to try it for free. And if it's not what you expected, we guarantee your money back within the first two weeks.

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Frequently Asked Questions

Questions about this industry.

Can I keep track of all of the hours I've worked with Bonsai?

Bonsai's Accounting Hub keeps you organized and our time tracking tools help ensure that you account for every single billable hour during tax season and the entire rest of the year.

Can I share docs back and forth with clients?

Absolutely. Bonsai client portal makes it easy to give you a safe and secure private space to share your files back and forth with each of your clients individually.