Your clients’ books, one login, a free seat

Sign up as the accountant

When you sign up, Apsis asks Which describes you? Pick I’m an accountant or bookkeeper, then choose what you’d like to do:

• Ask a client to invite me. Type your client’s email and Apsis sends them the steps (or copy the message and send it yourself). Replies come to you. Nothing is set up until they invite you.
• Set up books for a client. Type the client’s business name and you’re in charge of the books to start. The usual setup steps run, and the last one invites the business owner as an Administrator. You stay on as you are.

Already working with clients in Apsis? They’re listed under Clients you’re already in, each with an Open button.

What you can do in a client’s books

As the Accountant you can open every page, run and export every report, and use Help. You can make, post and delete journal entries; reconcile; close or reopen the year; make K-1s; add, rename (including a friendly name for pickers) and archive accounts on the chart of accounts; change the books start date, year end and entity type; and bring the client’s books in from other software. You can see bank transactions but not sort or match them (to fix something, you make a journal entry), and you can’t connect a bank, invite people or change other company settings.

A history you can rely on

Click History on a record, or open Settings → Activity log to filter by person, dates, record type or action and export a CSV. Filters show changes Apsis made on its own (such as a bank category), work done during an Apsis support visit, and voids and reversals. Posted entries are never deleted: when something changes, Apsis reverses the old entry and posts a new one, so last year’s reports still say what they said. Each invoice, bill and payment shows what it did to the books in plain words, with the debits and credits one click deeper.

Bringing a client over

On Bring in your books, set a switch-over date and opening balances, and upload customers, vendors, and unpaid invoices and bills as CSV files, with an optional bank file. It’s a guided import, not a one-click conversion from another program.

Year end

The 1099s tab shows which vendors need a form and for how much, counting each payment once and flagging a missing tax ID or address. Apsis lists and totals; it doesn’t e-file or print 1099 forms. For partnerships, you can add an owner without a tax ID and finish later; Mark final and Print stay off on a K-1 until that owner’s tax ID is on file.

Who builds it

Apsis is a family project: Mike Hardy and his dad, Jeff, who both come from accounting software built for homeowners associations. Read our story.

What you get for $19/month

• Invoices with terms in one click (due on receipt, or pay within 15, 30, 45, 60 or 90 days), the client’s PO number, your logo, and saved items
• Recurring invoices for retainers and regular clients (weekly, monthly, every 3 months or yearly), sent automatically or held for your approval
• Clients can pay a sent invoice by card or bank transfer on a page with your company name and logo (turn on once under Settings → Plan); card payments 0.5% capped at $10, ACH free
• Optional sales tax on invoices (choose during setup or turn on in Settings, add your rates, mark exempt customers). Settings shows which account each state’s tax is booked to and what’s in it, and you can point it at your own accounts. Apsis books what you owe but doesn’t file returns
• Email sent through Apsis or a Gmail account you pick for each company (any Gmail you sign in with), with a warning if an Apsis-sent email bounces
• Up to four automatic reminders, counted from the send date or the due date
• Receivables with aging, Adjust a balance (charges, credits and refunds), and customer statements
• Organizations, contacts and a deals board, with tasks, calls and an activity timeline
• Import prospects, customers, vendors and contacts from a spreadsheet, with a template, column matching and undo
• Take a copy of your data as spreadsheets at any time
• A history of who changed what, on each record and in a company activity log that can’t be edited
• Bank feeds (via Plaid) or file import (CSV, OFX, QFX), with suggested categories you approve (never booked until you do), plus reconciliation
• Bills, bill payments, check printing, and a 1099 list at year end showing who needs one and for how much
• 1 company and 3 users included (+$5 per extra user, +$10 per extra company); your accountant joins free

What Apsis doesn’t do (yet)

Apsis doesn’t run payroll. If you have employees, keep a payroll service and record payroll in your books.

Questions

Is the accountant seat really free?

Yes. One Accountant seat per company is free and doesn't count toward the users in your client's plan.

Can I set up a client's books before they sign up?

Yes. At sign-up choose I'm an accountant or bookkeeper, then Set up books for a client. You're in charge of the books to start, and the last setup step invites the owner as an Administrator. You stay on as you are.

Can anyone edit or delete the activity log?

No. The log can't be edited or deleted, and it stays for the life of the company. Owners and accountants see every row; other users see changes to records they can open.

Is there a practice dashboard or a combined report across clients?

Not today. You open each client's books from the same login, and each company has its own reports.

Apsis is bookkeeping software, not a tax advisor. Your CPA still files your taxes.