Advisori
Built for bookkeeping & accounting firms
Workflows, documents, credentials, custom forms, e-signatures, and optional Books accounting — together instead of spread across DocuSign, form builders, password spreadsheets, and QuickBooks logins. Your firm controls access, owns the data, and pays for staff seats only.
Accounting firms often pay separately for e-signatures, form builders, file sharing, password storage, task trackers, and client accounting software — then spend hours moving information between them. Advisori brings the work onto one client record your team actually manages every day.
Instead of Typeform, Jotform, or Google Forms
Build intake and update forms with the fields you need — sections, dates, currency, multi-column layouts — and embed them in workflows or send them when a client relationship needs fresh information. Responses stay on the record, not in a separate SaaS export.
Instead of DocuSign or similar
Upload a PDF, place signature and field blocks, and send from a workflow or directly from the client’s document panel. Signed copies stay with the file — not in another vendor’s dashboard you have to remember to check.
Everything your firm touches on an account lives on the client record: workflows, files, credentials, notes, and recurring work. No shared drives, no CRM you never wanted, and no wondering which app has the latest version.
Optionally enable workspace encryption with a passphrase only you hold. Documents and credential secrets stay encrypted at rest; staff unlock when they need access. With encryption on, client files are not readable by us — private from big-tech overreach and aligned with how firms actually think about confidentiality.
Export your whole workspace anytime — clients, notes, documents, and more in a portable ZIP. Need a clean break? Administrators schedule full deletion themselves. You are not locked into a platform that holds your firm’s history hostage.
Open a client and see workflows, documents, forms, signatures, tasks, notes, and credentials together. Launch onboarding or offboarding templates, track what’s waiting on the client versus your team, and keep the account organized long after the first engagement letter is signed.
Clients open a secure link — then upload files, answer forms, and sign PDFs in one branded place. No passwords to reset, no separate app accounts. Client portal users are always free; only your firm’s staff count toward billing.
Store client logins, passwords, and 2FA keys on the client record — not sticky notes, personal password managers, or spreadsheets on someone’s desktop. Reveal access is permission-controlled, and enabling the vault requires two-factor authentication for your team.
Monthly reviews, bookkeeping checklists, compliance follow-ups — set rules once and let due work surface automatically. Assign tasks to the right people and clear the queue without another stand-up about spreadsheet tabs.
Capture meeting takeaways, billing quirks, and who to cc on email directly on the client file. The next person on the account sees context immediately. You control who can add, edit, or archive notes.
Build templates that mix internal tasks, document requests, custom forms, and PDF signing in one checklist. Clients move through a single flow; your team sees responses, signatures, and missing items on the record — not scattered across three different websites.
When a client stalls on a step, the system sends a polite follow-up automatically. Your staff spends less time chasing email and more time on billable work.
Staff sign in with two-factor authentication. Client links expire. Role-based permissions down to individual actions — you decide who sees documents, credentials, and client data.
Your logo on the client portal and your firm’s own subdomain — clients see you, not us. Professional from the first link they open.
Pay for firm staff users each month — not client portal users or Books portal contacts. No annual contracts or term commitments. Upgrade, downgrade, or cancel when your firm needs to.
Full bookkeeping built into Advisori — not bolted on from a giant software catalog. Enable a dedicated ledger per client, run it from your staff workspace, and optionally open a Books portal for client contacts and invited CPAs.
Start with a 30-day free trial, then pay month-to-month for firm staff users only. Only firm staff users are billed each month. Client portal users and Books portal contacts are always free — no per-contact or customer login fees. No annual contracts, no term commitments, and no hidden fees — what you see is what you pay, tax included.
Spin up your own workspace, invite your team, and manage real client work before you pay anything. When the trial ends, add a payment method and move to a paid plan — or export your data and walk away.
Advisori Only
$20/user/month
Advisori + Books
$20/user/month
All-inclusive pricing — tax is included in every plan. No setup fees, no per-feature upsells, and no fine print waiting in checkout.
* Storage estimate based on typical 5-page PDF file sizes; actual capacity varies by document type, images, scans, and other files stored in your workspace.
Internal-use Books lets your firm run Books on your own company record — separate from client Books slots — so your team can learn the product before rolling it out to clients.
Every workspace gets a personal invite link in Settings → Billing. Share it with another firm you trust:
Replace a stack of subscriptions with workflows, documents, credentials, forms, e-signatures, and optional Books accounting — month-to-month, staff-only billing, and data you can export anytime. Start a free trial or talk to us first.
Your firm has its own private workspace. Open the link your administrator gave you, usually something like:
https://your-organization.advisori.app
Bookmark that address. That’s where you and your team sign in every day.