1-800Accountant Accounting Software Review For 2025

Category: Accounting Software
1-800Accountant is a premier online accounting firm specializing in tailored financial services for small businesses across the U.S. Founded by veteran CPAs in 1999, the company blends expert knowledge with cutting-edge technology to provide personalized solutions. Services include business formation, tax advisory and preparation, bookkeeping, payroll management, and audit defense, all designed to simplify financial management and ensure compliance. With a client base exceeding 10,000 small businesses, 1-800Accountant delivers industry-specific advice and a satisfaction guarantee, empowering entrepreneurs to focus on growth while their financial needs are expertly handled. This 1-800Accountant review will explore the services, pricing, customer service, and more.

1-800Accountant Accounting Software Plans & Pricing

Tax Advisory
$209
/mo
Free trial
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Core
$249
/mo
Free trial
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Enterprise
$419
/mo
Free trial
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1-800Accountant Comparison

Expert Review

4.4
Price
4.0
Ease Of Use
4.5
Features
4.5
Support
4.5

Pros

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Highly intuitive
v-pro
Transparent pricing structure
v-pro
CPA-assisted features
v-pro
Easy to set up

Cons

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Limited to U.S. users
x-con
Pricing on the higher end

1-800Accountant Accounting Software's Offerings

1-800Accountant pricing plans come in three different tiers with monthly pricing structures but are billed annually. These plans include the Startup plan, the Business plan, the Corporation plan, and the Enterprise plan. This system can also provide custom plans to specifically serve different business needs.

  • Tax Advisory ($209/month): Ideal for small businesses, this plan includes year-round tax advice, proactive planning, quarterly reviews, and financial guidance to maximize tax savings and manage finances effectively.
  • Core Accounting ($249/month): Best for medium-sized businesses, this tier adds bookkeeping software and comprehensive tax preparation for both personal and business needs, on top of the features in the Business Plan.
  • Enterprise Business ($419/month): Tailored for established businesses, this full-service package includes a dedicated bookkeeper, priority support, detailed financial reports, and all features from the Corporation Plan for complete financial oversight.

Customer Support

1-800 provides support to its users in the following ways:
● There is also a Resource center to further aid your navigation of the software.
● When you opt for either of this software’s Business, Corporation, or Enterprise plan, your business will be assigned a dedicated accounting expert. You can reach this expert either by mail, phone, or the message center on the portal.

Features & Functionality

General Features

1-800Accountant is an accounting firm that offers the following services:

  • Bookkeeping
  • Manages accounts payable/receivable
  • Financial Reporting
  • Receipt Scanning
  • Payroll
  • Invoicing
  • Audit Defense
  • Expense tracking
  • Financial reporting
  • Tax planning
  • Compliance monitoring
  • Industry-specific expertise
  • Mobile access
  • Client portal integration
  • Business consulting
  • Business incorporation
  • QuickBooks integration

Bookkeeping

Like every other accounting software, 1-800 Accountant allows you to conveniently run your business’s bookkeeping operations. For example, you can modify, send, or save invoices in pdf format and categorize them as overdue, paid, or unpaid invoices. You can also upload and send your receipts via email.

However, the bookkeeping feature of this software may not work like your average invoicing platform since it does not incorporate inventory. It also does not process recurring invoices and bills, given that it was designed for small businesses.

Payroll

With 1-800 Accountants, you have accounting experts manage your business’s payroll operations and compute your payroll taxes. From your online portal, you can track your employees’ work time and mileage to ensure that they’re adequately remunerated. This software also handles employee benefits and health insurance programs.

Tax Preparations and Advisory

This feature happens to be the most advanced tool in this software. 1-800Accountant does not only complete simple tax deductions and payments for businesses. It also handles complex tax forms and preparations for personal and business taxes. From the 1040s to the 1099s and 1120s, this system keeps your business compliant without overworking your in-house expertise. It also features a Tax Projection page to give you insight into your tax figures and possible returns.

This software also matches your business with tax specialists who provide strategic tax advice to ensure that you save the most from your tax returns. You can easily access this advice from the Tax Suggestion section on the software.

Audit Defense

1-800Accountant offers robust audit defense services to protect businesses during IRS audits. Their team of tax professionals provides customized action plans, prepares required financial documents, and creates effective communication strategies to ensure compliance and defend client interests. This service gives businesses peace of mind, knowing they are supported by experts in navigating the complexities of audits.

Expense Tracking

1-800Accountant simplifies financial management with their expense tracking services, helping businesses monitor operational costs efficiently. By accurately recording expenses like employee wages, utilities, and inventory purchases, they enable clients to identify potential tax deductions, streamline budgets, and maintain organized financial records. This service ensures businesses stay on top of their finances with minimal hassle.

Financial Reporting

1-800Accountant delivers comprehensive financial reporting services that provide businesses with critical insights into their financial health. Their month-end packages include detailed financial statements and custom models tailored to the client’s needs. These reports empower businesses to make informed, data-driven decisions and stay aligned with their financial goals.

Business Consulting

Upon subscribing to the paid plans in 1-800Accountant, your business is assigned a certified financial expert. This expert can be a tax specialist, a certified accountant, a bookkeeping consultant, a tax advisor, or a payroll specialist. They provide expert advice and support for your business operations, sparing you to pay a local expert.

The fascinating thing about this feature is that your dedicated expert is paid from your annual subscription fee, not hourly, as obtainable in most online CPA platforms. You can easily reach these experts via the message center on your portal or through their personal contact information, which will be provided as soon as they are matched to your business.

Business Incorporation

Business incorporation is not a feature you will find in a regular accounting and bookkeeping program. However, a 1-800 Accountant helps you establish your business by providing entity formation services that would otherwise take you a long time to complete on your own.

Ultimately, this platform provides registered agent services for startups, performs name search availability, and completes your EIN and articles of organization acquisition. With a processing time frame of 24 hours, your dedicated expert will help you run a CPA-assisted launch. You’ll be able to access your formation documents from your online portal after the launch.

x-con
General Ledger
v-pro
Bookkeeping
v-pro
Manages Accounts Payable/Receivable
x-con
Income & Expenses Tracking/Management
x-con
Account Reconciliations
v-pro
Financial Reporting
v-pro
Receipt Scanning
v-pro
Invoicing

Track Expenses

Monitor and categorize expenses for accurate financial tracking.

x-con
Record Expenses
v-pro
Record Mileage
v-pro
Generate Invoices
x-con
Recurring Expenses

Tax Preparation

Streamline tax compliance with dedicated experts.

v-pro
Tax Compliance
v-pro
Manage Tax Calculations/Reporting
v-pro
Accountant-Prep Friendly

Time-Saving Automations

Automate repetitive accounting tasks to boost efficiency.

v-pro
Automation of Invoices/Notifications
x-con
Suggests Transaction Matches
x-con
Purchase Order Automation

Add-Ons

Given that 1-800 accountant brings human experience on board and is not your regular DIY software, it does not exactly come off as customizable. However, it works fine with whatever accounting and bookkeeping solution your business already uses.

To manage your payroll, this solution features add-ons for handling 401 (k), paid time off, health insurance, and other employee benefits.

x-con
Payment Processing
v-pro
Payroll Processing
x-con
Project Management
v-pro
Time Tracking
v-pro
Third-Party Integrations

Supported Devices

Access accounting tools seamlessly across various devices.

v-pro
Windows
v-pro
Android
x-con
Linux
v-pro
iPhone/iPad
v-pro
Mac
v-pro
Web-Based

Ease Of Use:

1-800 Accountant is a cloud-based solution that only requires you to request and get a call from experts to have your account up and operational. Onboarding is also not a problem with this software, as you’ll have human help completing that.
Upon signing into your 1-800 Accountant portal, you’ll find a highly intuitive dashboard. From this dashboard, you can easily find the contacts of your financial team, consisting of your Tax Analyst, Tax Advisor, Bookkeeping, Payroll, and Retirement Specialists. Having the contacts of your financial experts on your dashboard is very strategic, especially in the event of an emergency.
You can also navigate the entire portal very easily from your dashboard. For example, you can locate your reporting, banking, invoices, message center, settings, and mileage tracker from the menu on the left of the dashboard.
You can run this software from any desktop internet browser using Windows or Mac OS for implementation. You can also download the 1-800Accountant application on your Android or iPhone devices to keep your business running, even while you’re on the go.

Verdict:

Starting a business can sometimes be more tedious than its sustenance. If you’re starting and you’re looking for software to help you automate all the document processing, name verification, and registrations, then 1-800 Accountant was designed for you. Suppose you’ve also been in business but are looking to have accountants assist you here and there without hiring them directly. In that case, you may actually want to give this software a try.

1-800 Accountant solves your complex tax and compliance problems. It also slashes the cost of maintaining software and an expert. But its annual bulk sum is quite pricey, given that it was designed for small businesses. However, if you think your business will not suffer when you pay a large sum annually to get accounting support, you can try the software for 30 days. It could be the software your business needs to scale and overcome tax and other accounting challenges.

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