01
Build the right checklist
Add clients individually or by CSV, choose the engagement and entity type, then edit a generated document checklist before anything sends.
AI workflow control for accounting practices
Stop chasing clients. Start closing books.
ReadyBooks collects documents, follows up, and organizes client answers while you approve every important action. Clients use a secure browser link—nothing to download.
No card required. Built for professionals, not their clients.
What to expect
Automation with a visible handbrake.
Human approval
Approve, edit, or reject important agent actions in one queue.
No shared training
Client data is never used to train shared AI models.
Complete traceability
Every agent action and professional approval is logged.
One controlled workflow
From client intake to all documents received.
A clear sequence replaces reminder threads, manual filing, and status spreadsheets.
02
Let the chaser run
Send branded email or SMS requests on your schedule. Follow-ups stop as soon as the requested item arrives.
03
Review what matters
ReadyBooks identifies, files, and checks uploads, then sends uncertain or important actions to one approval queue.
04
Move clients to ready
See missing items, unresolved questions, deadlines, and client health across the practice without rebuilding a spreadsheet.
The review queue
AI moves the work forward. You make the call.
Approve a drafted reminderReview 1
Review a blurry upload flagReview 2
Confirm a client questionnaireReview 3
Release a status updateReview 4
3 · 7 · 14
Default follow-up rhythm
Customize timing and tone by engagement, then stop automatically on receipt.
Designed for careful data handling
Encryption, role-based access, audit trails, consent workflows, and retention controls are launch requirements—not future marketing claims.
Practice-sized pricing
Pay for the practice you run.
Every plan includes a 14-day trial with no card required. Save 20% with annual billing.
Solo
For an independent CPA or bookkeeper.
$49/month
- Up to 25 clients
- 1 user
- Email document chasing
- Editable intake checklists
Most popular
Practice
For a small team replacing inboxes and spreadsheets.
$129/month
- Up to 100 clients
- 3 users
- Email and SMS chasing
- Questionnaires and deadline tracker
Firm
For growing firms that need control and branding.
$299/month
- Up to 300 clients
- 10 users
- White-labeled client portal
- Task assignment and priority support
Enterprise and multi-office pricing is available by request.
Optional Tax Season Pack adds capacity from January through April.
Straight answers
Before you trust an agent with client workflow.
Your clients can answer now
Give follow-up work to ReadyBooks.
Start with your first client checklist and reach the first automatically received document without adding another app to your clients’ phones.