ZiePieBooks FAQ: Pricing, Security, Migration and Getting Started

Just an email address. Sign-up is free, takes about 30 seconds, and needs no credit card. You verify your email and you're in, with full access to the platform free for 30 days. Sign up here.

You don't need to book a demo to try it. Create a free account, load the demo data, and explore the whole platform on your own screen. If you'd prefer a guided walkthrough, contact us and we'll arrange one.

Yes. Sign up free with no clients and no credit card, explore the platform with demo data, and add your first client business when you're ready. Your 30-day free trial means you can get going before you pay anything.

Yes. Every new firm gets a 30-day free trial with full access to the entire platform and no credit card required. See pricing.

Yes. Support is included on every plan, free or paid. Send a note from the Contact page and a real person gets back to you, usually within one business day. New firms also get hands-on help migrating their first clients.

There's nothing to renew or re-sign. As long as your account is active, your access continues month to month. When your 30-day free trial ends, add a payment method and paid billing simply begins. If you'd like to talk through scaling up or volume rates, get in touch.

ZiePieBooks is built for accounting firms and bookkeeping practices that manage books for other businesses. Your firm serves its own clients across any industry; the platform is industry-agnostic and doesn't restrict the kinds of client businesses you can keep books for.

Accounting firms and bookkeepers who manage books for client businesses. Inside a firm, your bookkeepers, supervisors, and accountants each work with role-based permissions. Your clients get their own secure portal to review flagged transactions and sign off on closed periods.

Firms of any size, from solo bookkeepers to practices managing hundreds of clients. Every firm starts with the same 30-day free trial, and large or multi-office firms can talk to us about volume rates.

Your firm's own people do the books. ZiePieBooks is the platform they work in, not a bookkeeping service. AI handles the repetitive volume, but every number has a person on your team behind it, and your people make the decisions and sign off.

Firm management and bookkeeping in one system: a firm-wide live dashboard, reusable workflow templates, full-engagement task generation, history-first plus AI categorization, bank connections and PDF/CSV import, reconciliation and period lock, an immutable audit trail, a secure client portal for review and sign-off, role-based permissions, and time tracking and profitability. See the product.

QuickBooks Online is built for a single business doing its own books. ZiePieBooks is built for a firm running many clients at once: firm management and bookkeeping in one system, with the books under your firm's own roof, workflow templates, ordered task routing, a firm-wide dashboard, and an immutable audit trail. Migration from QuickBooks or Xero is a supported, first-class path.

Transactions come in automatically. Connect a bank and they flow in, or upload a PDF or CSV, even a full year in one file, and the platform reads it and stages the transactions. History-first plus AI categorization proposes the coding, and a person on your team reviews and approves.

ZiePieBooks keeps double-entry books with a firm chart-of-accounts template, categorization, reconciliation, and period close, so you can maintain each client's books on the basis they need. For specifics on your clients' situations, get in touch.

No. We don't offer any tax service right now. ZiePieBooks is a firm management and bookkeeping platform: it keeps clean, reconciled, defensible books that your firm uses to prepare and file returns in whatever tax software you already use.

You send an onboarding link. Your client verifies by email and gets their own secure workspace, where they review and approve flagged transactions, upload documents, connect banks, and sign off on closed periods, all online with nothing handled offline.

Yes. You run each client on a workflow you define, so a quarterly client's engagement and periods can match their cadence. Every client business you manage counts the same way for pricing, whatever their reporting frequency.

Pricing is per client business, per month. Start with a 30-day free trial, then it's $29.99 per business per month. It's pay as you go with no contract, no minimum, and no setup fee. The entire platform is included on every plan, free or paid. See pricing.

Per client business. It's $29.99 per business per month after your 30-day free trial, with unlimited user licenses. Add as many people from your firm as you need, at no extra cost.

After your 30-day free trial, you pay $29.99 per client business per month. Add a business when you win it, remove it when you don't, and the bill follows the businesses you're actually running that month. Large or multi-office practices can talk to us about volume rates.

No. ZiePieBooks is priced per client business per month, not by transaction volume, expenses, or revenue. It's a flat $29.99 per business per month, so your cost is predictable and doesn't spike with a busy month.

There are no feature add-ons to buy. Every plan, free or paid, includes the entire platform. You pay per client business, and each business gets everything.

Each set of books is one client business, and each one is $29.99 per month after your 30-day free trial. A client with two companies counts as two businesses. Your own firm's workspace is never counted or charged.

Yes. After your 30-day free trial, the Advance plan flexes with you: add a client business and billing starts for it, remove one and billing stops. Large or multi-office firms can move to a Custom plan. It's pay as you go, so what you pay always follows the businesses you're actually running.

No. ZiePieBooks is a firm management and bookkeeping platform; it doesn't process payments or pay bills, so there are no per-payment fees. Your $29.99 per business per month covers the entire platform. Payments and invoicing stay in your existing tools.

No. There are no setup fees and no one-time charges. Sign-up is free, and you pay nothing during your 30-day free trial.

Cancel any time. Billing is monthly only, so your access runs to the end of the month you've already paid for, then stops, and you won't be charged again. There's no contract or minimum term, and no prorated refunds for a partial month.

No. Billing is monthly only, pay as you go. There's no annual prepayment option: you pay monthly for the client businesses you're running, and can cancel any time.

Any applicable sales tax depends on your location. If you need specifics for your jurisdiction or a firm's billing details, contact us.

Pricing is in USD and bank connections run through Plaid. If you're unsure whether your region or banks are supported, contact us and we'll tell you exactly where we stand.

Yes. Each firm's data is isolated at the database level and never visible to any other firm. Access runs on role-based permissions checked on every action. History is immutable and hash-chained, re-verified nightly, data is encrypted in transit and at rest, and bank links go through Plaid so credentials are never stored on our side. More on security.