For firms PnlShip for accountants, CPAs & bookkeepers
Every client’s books. One portal.
Work inside every client workspace without switching logins. Run workflows on a schedule, generate deliverables with AI skills that show their sources, and keep a document vault for every client.
Free to create a firm · Bring clients you already work with at no cost
Bring clients in
Three ways to onboard a client — one button
Whatever the route, the client sees one clear request in their own PnlShip app: your firm, the exact permissions, and who pays.
Request access
Already on PnlShip? Request access by the client’s email or their workspace handle + access code. Choose View, Bookkeeping or Full permissions.
Refer a client who pays
Set up the workspace for them (they take ownership) or invite an existing one. They subscribe on their own card — your firm earns 20% of every charge, paid to your bank.
Issue a license
Your license pack covers the workspace. The client gets the full Business plan and never sees a checkout.
The portal
Built for the way firms actually work
Exactly the permissions the client granted — checked on every request, revocable by the client instantly.
Work inside every client
Dashboard, accounts and balances, transactions (categorize, split, bulk-edit), the review queue, budgets, invoices, bills, reports and accounting sync — without leaving the portal.
Workflows on a schedule
Aim a workflow at all clients, a picked list, or a tag. Tasks are created daily, weekly, monthly, quarterly or yearly — with skills that run over the right date range automatically.
Tasks & a firm board
To do → In progress → Done, assignees and due dates, “My tasks” by urgency and a firm-wide board filterable by client, person and workflow.
Threads with clients
Internal notes stay with staff; client threads show up in the client’s own PnlShip app so they can answer right there.
Document vault
Per-client vault for returns, filings, statements, notices, W-9s and workpapers — with tax year, period, tags and versions. Share any document with the client in one click.
Client tags
Tag clients “monthly”, “s-corp” or “payroll” and tagging a new client is all it takes to put them on your monthly close.
Roles & per-client visibility
Owner, admin and staff roles with fine-grained switches. Staff see only the clients assigned to them unless you say otherwise.
Client-controlled access
Clients approve, trim or revoke your access and see which of your staff accessed their workspace, on which days.
Desktop & mobile
The portal runs in any browser and as the PnlShip CPA app on iOS and Android — scan documents straight into a client’s vault.
AI skills
Deliverables with receipts
Run a skill ad hoc on any client or as a workflow step. Every run attaches its outputs and the sources it was built from.
- Outputs as XLSX, PDF, CSV or DOCX — filed in the client’s vault
- A provenance bundle: data exports, a manifest of every query, model, prompt version and cost
- Custom skills: your own instructions, allowed data tools, output format and a cost cap — tested, versioned, reusable in workflows
- Every output is a draft for a licensed preparer’s review
Built-in skills
- P&L statement
- Balance summary
- Cash-flow statement
- Bank reconciliation
- Uncategorized triage
- Transfer audit
- Deductible-expense summary
- 1099 vendor summary
- Sales-tax summary
- AR / AP aging
- Receipt matching
- Document request list
- Tax organizer
- Monthly narrative
- Anomaly scan
- Estimated-tax worksheet
- Year-end package
- Engagement letter draft
- Notice-response draft
- Exports & statement bundles
See the portal
A tour of PnlShip for firms
Clients, workflows, skills and the document vault — the way your team will use them every day.
Firm pricing
Pay for what your firm covers. Earn on what it refers.
Creating a firm and working with clients who pay for themselves costs nothing.
License pack
Business plan for clientsCover client workspaces on the Business plan — billed to your firm.
50 seats included · extra seats $20/seat/month
- Each seat puts one client on the Business plan
- Extra seats added instantly, removed at renewal
- $1 of AI credits per seat, every paid month
- One-time $100 welcome credit with your first pack
- 14-day grace for a client when you release a seat
Referral share
20% of every charge
On clients who subscribe on their own card, for as long as they pay. Paid to your firm’s bank, just like the PnlShip partner program.
AI credits
Cost + 40% itemized per run
Packs of $25 / $100 / $500 / $2,000 with optional auto top-up. Reports, reconciliations and exports are free.
Access requests
Free always
Work in workspaces your clients already pay for, on any plan.
FAQ
Questions firms ask
Can we manage individuals who aren’t businesses?
Can the client see what we did?
What happens to our workpapers if a client leaves?
How do license seats work?
How are AI credits charged?
Is anything here tax advice?
Is there a mobile app?
Set up your firm in minutes
Sign in with your PnlShip account, create your firm, invite your team and bring your first client in.