No more boring P&Ls and balance sheets. Insights your clients can't ignore.
ProsSight turns QuickBooks data into visual reports under your firm's brand. Show clients insights they've never seen, take them further with tax and profit analysis, and grow your firm's revenue while you do it.
September at a glance
Sample data. Switch views to see what each client tier gets.
Stop sending reports. Start delivering value.
Clients don't read a PDF full of numbers. They act on a clear picture of where their money went, what they'll owe and what to do next.
- Rows of numbers emailed once a month
- Clients skim it, or never open it
- Your value is invisible, so you compete on price
- Visual reports clients open every month
- Insights that point to the next move
- Analysis that turns bookkeeping clients into advisory clients
Every number tells a story. Now your clients can see it.
Charts anyone can read in ten seconds, synced from QuickBooks every night. Hover the chart, switch the year.
Performance overview
Revenue vs expenses
Where the money goes
September cash flow
Thousands2026 tax position
Projected federal tax, estimated vs paidSwipe for more charts →
The portal clients actually open
A morning snapshot on their phone, a nudge when it's time to set money aside, and a direct line to your team. Every login is a reminder of the value you deliver.
- Weekly tax set-aside reminders
- Alerts when the bookkeeper has a question
- Two-factor login on every device
Profit up 12%. Tap to see what changed.
The right view for every relationship
Bookkeeping clients get clarity. Advisory clients get strategy. Your team gets one place to run it all.
Their books, finally readable
Standard reports synced from QuickBooks, explained in plain English.
- Profit & Loss, Balance Sheet, Cash Flow
- Monthly recap written by your team
- Questions from the bookkeeper, answered in one tap
- Locked previews of advisory features
A tax plan they can watch work
Live tax position from their books, plus every strategy you've put in place.
- Tax position and estimated payments
- My Tax Plan with return on your fee
- S corp salary and owner take-home
- AI assistant and key-date calendar
A command center for the team
See every client, every message and every upgrade opportunity.
- Today view: what needs attention
- AI Tax Plan builder, advisor approves
- Shared inbox for books and tax
- Upgrade pipeline and revenue tracking
Swipe to compare →
Show clients what your advice is worth
Every strategy, its status and its savings in one place. The return meter puts your fee next to what it saved, so renewals sell themselves.
- Strategies drafted from their books by ProsSight AI
- Nothing reaches the client until an advisor approves it
- Weekly "tax paycheck" so set-asides actually happen
Shown to the client after advisor approval.
Try it: tick strategies on and off.
Close the books without the email chase
Book questions go to the bookkeeper, tax questions go to the advisor. Uncategorized transactions show up as quick questions clients answer from their phone.
- Topic-sorted threads with a reply-time promise
- One-tap answers sync back to your review queue
- No SSNs or tax documents in chat
Questions from your bookkeeper
3 openTry it: answer the questions.
Your team's day, organized by AI
The Today view ranks what matters: overdue closes, unanswered messages, clients who should be on a tax plan. The AI drafts strategies; your advisors approve them.
- Alerts: QuickBooks disconnected, safe harbor at risk, Q4 not funded
- Close tracker with bulk "publish and notify clients"
- Roles: bookkeepers see books, advisors see plans and tax
Your portal sells advisory for you
Bookkeeping clients see a blurred peek at tax position and My Tax Plan, filled with example data. One tap on "I'm interested" lands in your upgrade pipeline.
Clients ask. Your numbers answer.
Clients ask about their own books in plain English, any hour. Facts come from their dashboard; judgment calls go to your team. Advisor mode gives staff summaries and drafts in seconds.
- Answers only from that client's own figures
- Planning questions go to the advisor, never guessed
- Bookkeeping clients get a gentle path to Advisory
Your brand. Not ours.
Your logo, colors and domain on every screen. Type your firm name and pick a color.
ProsSightLive in 14 days
Connect QuickBooks
Secure, read-only connection through Intuit. Thirteen months of history loads automatically, then syncs nightly.
Days 1–5Brand your portal
Your logo, colors and domain. Clients never see our name unless you want them to.
Days 1–5Invite clients
Set each client to Bookkeeping or Advisory. They log in with two-factor.
Days 5–12Grow advisory
Previews and AI-found opportunities move bookkeeping clients into tax plans.
Day 14 onwardSwipe through the steps →
More than a reporting dashboard
| Feature | Typical dashboard | ProsSight |
|---|---|---|
| P&L, Balance Sheet, Cash Flow | ✓ | ✓ |
| Live tax position & estimates | — | ✓ |
| My Tax Plan with return on fee | — | ✓ |
| Client messaging & bookkeeper questions | — | ✓ |
| AI assistant for clients and team | — | ✓ |
| Built-in advisory upsell engine | — | ✓ |
| Built by tax strategists | — | ✓ |
Pays for itself with one tax plan
Simple monthly plans per firm. Annual billing gets two months free.
Essentials
Mostly bookkeeping, starting advisory
- Up to 50 clients, 10 Advisory
- White-label logo and colors
- All client reports and tax views
- Messaging and upgrade previews
- Client AI assistant
Growth
Building an advisory practice
- Up to 100 clients, 30 Advisory
- Everything in Essentials
- Custom domain
- AI Tax Plan builder
- AI inbox replies and upsell candidates
Firm
Multi-office, high advisory mix
- Up to 250 clients, unlimited Advisory
- Everything in Growth
- Multiple offices and teams
- Data export and API access
- Quarterly strategy session
Swipe to see all plans →
One-time onboarding fee covers setup and branding, quoted on your demo call.
What could ProsSight add to your firm?
Move the sliders to match your client book.
Illustration only, based on the numbers you enter. Annual billing, onboarding fee not included. Not a guarantee of results.
Built for client financial data
Your clients trust you with their numbers. ProsSight is built so that trust holds.
Required for every client and team member.
In transit and at rest, backups included, behind a firewall.
Each firm and client separated in the database, not just on screen.
Official Intuit connection. We can't change your books. Disconnect anytime.
Independent testing before launch, then on a regular schedule.
AI-drafted strategies reach a client only after your advisor approves them.
A record of who viewed or changed what.
We never sell data or market to your clients.
Questions firms ask
Will my clients see the ProsSight name?
No. The portal carries your logo, colors and (on Growth and Firm) your domain. A small "Powered by" line is optional.
Do you need access to change our QuickBooks files?
No. The connection is read-only, through Intuit's official authorization. Your team keeps working in QuickBooks exactly as today, and a client can disconnect at any time.
How are tax numbers kept accurate?
Calculations run from current-year federal rules (2026 brackets, QBI, safe harbor) and the client's books. Each sync is checked: the balance sheet must balance, cash flow must tie to the bank and the P&L must match QuickBooks. AI suggestions are drafts until a professional on your team approves them.
What does the AI see, and is it trained on our data?
Report-level figures for the client who is signed in: totals, margins and tax estimates. When it helps sort uncategorized transactions, it sees only the date, amount, vendor and description. It never receives SSNs, EINs, bank or account numbers, or passwords, and our AI provider is not permitted to train on your data.
Does ProsSight give investment advice?
No. ProsSight doesn't recommend investments, securities or providers. Retirement contributions, such as a solo 401(k), appear only as tax strategies your licensed professionals have reviewed and approved.
How long does setup take?
Most firms are live within 14 days of signing: QuickBooks connected, branding applied and first clients invited.
Can we move a client from Bookkeeping to Advisory?
Yes, with one switch in the firm workspace. Advisory features unlock right away, and the lock is enforced on the server, not just on screen.
What happens if a client disconnects QuickBooks?
Syncing stops and your firm gets an alert to reconnect. If the client doesn't reconnect, synced QuickBooks data is deleted within 30 days, as described in our privacy policy.
Give every client a reason to log in, and a reason to upgrade
See ProsSight with sample data in a 20-minute walkthrough: the client portal, the firm command center and the AI assistant.
- Your firm's logo on the demo, if you send it
- Pricing and client tiers mapped to your book
- No commitment
Prefer to talk? +1 813-773-1219
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