Controlled self-service • WY/CA/TX/FL

Run client bookkeeping workflows across many workspaces without replacing each client’s accounting system.

Founder pricing, client-workspace tiers, and a pilot path for accounting offices that need document requests, close review, exception queues, and advisor handoff packets across many clients.

Primary conversion path: accounting offices in supported states can buy a founder subscription through hosted checkout. Polish accounting-service marketplace offers stay separate.

Start with one office workflow — client documents, monthly close review, exception queue, or onboarding — then expand client workspaces after proof.

Choose a founder tier, confirm a supported state scope, then continue to secure hosted payment checkout.

Pricing from Silver • 30-day trial if eligible.

Choose state self-service plan Need guided rollout?

Public buyer page vs technical rollout detail

This public page focuses on pricing, benefits, workflow examples, and pilot checkout. Jurisdiction precedence, slot allocation, resolver traceability, rollout gates, SKUs, and provisioning metadata belong in technical rollout notes or implementation review.

Technical rollout topics kept below the buyer story

Jurisdiction precedence and rollout-gate evidence.
Workspace slot allocator and provisioning behavior.
Resolver traceability, entitlement codes, and SKU mapping.

Canonical demo fixture

• 1 office workspace supervising 5–10 client workspaces.
• Document-request queue per client with due-date tracking.
• Missing-document reminders with reviewer escalation.
• Invoice + document workflow from intake to billing handoff packet.

Safe claims guardrail

This workflow assists office teams. It does not autonomously run accounting, does not guarantee full tax compliance, and is not a QuickBooks replacement.

Who this page is for

Accounting office or outsourced finance team managing books for multiple clients: stay on this page.

Single business doing its own books: use /solution/accounting-us.

Founder office plans

Choose the accounting-office workspace tier first

These founder prices cover the U.S. accounting-office SaaS workspace package. Choose by client-workspace volume, office seats, support level, and how much setup help you want first.

Founder pricing is intentionally cheaper for early offices while the broader resale and state-pack rollout remains beta.

Launch state selector

Choose the state scope before selecting a tier or launch offer

Choose a state scope. Only states marked self-service eligible in rollout metadata can proceed directly; pilot-only states remain guided review until P1 public-launch and P2 office-operations gates pass.

Office Starter

Founder beta

For small accounting offices standardizing the first multi-client workflow layer.

$99 /month

Monthly founder billing · workspace tier shown in checkout

✓ 25 included client workspaces
✓ 10 office-user seat limit
✓ Setup approach matched to the tier
✓ Client workspace registry included
✓ Shared docs enabled for each client workspace
✓ Basic handoff status; progress tracking starts in Growth
✓ Optional first-five client bootstrap checklist
✓ Email support

Start checkout Need guided rollout?

Office Growth

Founder beta

For growing offices that need a larger client-workspace pool and standard review cadence.

$249 /month

Monthly founder billing · workspace tier shown in checkout

✓ 100 included client workspaces
✓ 30 office-user seat limit
✓ Setup approach matched to the tier
✓ Client workspace registry included
✓ Shared docs enabled for each client workspace
✓ Progress tracking included
✓ 20 starter client workspaces pre-created for rollout
✓ Standard rollout support

Start checkout Need guided rollout?

Office Scale

Founder beta

For larger offices that want the cheaper founder-scale package before full public pricing.

$599 /month

Monthly founder billing · workspace tier shown in checkout

✓ 500 included client workspaces
✓ 80 office-user seat limit
✓ Setup approach matched to the tier
✓ Client workspace registry included
✓ Shared docs enabled for each client workspace
✓ Progress tracking included
✓ 50 starter client workspaces pre-created for rollout
✓ Priority rollout support

Start checkout Need guided rollout?

Client workspace registry

Every founder tier is scoped to accounting_office, includes the client workspace registry, and keeps each client's books, shared docs, and workspace members separated by workspace.

Provisioning model

Starter creates client workspaces on demand. Growth uses a hybrid rollout with 20 pre-created workspaces. Scale stages 50 pre-created workspaces for larger launch waves.

Scope disclaimer

Workspaces provide bookkeeping workflow support, shared-doc collaboration, and rollout controls only. They are not filing automation, legal advice, or compliance certification.

Rollout status reflects current package maturity for bookkeeping workflow support. It is not a filing/compliance certification.

Launch offers

Add a fixed-scope launch offer when the office needs help going live

These one-time U.S. accounting-office offers sit beside the SaaS subscription tier. Use them for readiness, migration, or guided rollout work without mixing them with Polish marketplace accounting services.

Need custom rollout scope?

Launch Readiness Review

Fixed scope

Validate one office workflow, entitlement setup, and first-client rollout path before checkout-to-provisioning handoff.

$499 one-time

SKU ACCOUNTING_US_OFFICE_LAUNCH_REVIEW

✓ 90-minute office readiness session
✓ Workspace-tier recommendation and risk notes
✓ First five client-workspace bootstrap checklist

Request guided review

Client Migration Sprint

Pilot setup

Package the first controlled migration sprint for offices moving active client books into the U.S. workspace flow.

$1,500 one-time

SKU ACCOUNTING_US_OFFICE_MIGRATION_SPRINT

✓ Up to 10 client-workspace migration plans
✓ Close checklist and exception-routing setup
✓ Bank-linking readiness review for pilot accounts

Request guided review

Managed Office Rollout

Guided launch

Guided rollout support for larger offices that need operator runbooks, reviewer cadence, and launch evidence.

$4,500 one-time

SKU ACCOUNTING_US_OFFICE_MANAGED_ROLLOUT

✓ Up to 30 client-workspace rollout plans
✓ Reviewer queue and close-evidence operating runbook
✓ Two rollout review checkpoints with action log

Request guided review

Accounting-office subscription card

Plan / tier

Choose founder office tier

SKU will appear after selection

Activation state

Guided pilot review before purchase

Next renewal date appears in panel after checkout activation.

Slot capacity

0 included client workspaces

Usage: 0 used / 0 total

Provisioning + overage

Default: —

Overage behavior: —

Quick upsell: increase workspace quantity

Invoice evidence snapshot

Post-purchase receipt sourced from checkout order metadata.

Purchased

—

Used

—

Remaining

—

Order ID: not detected

Default workspace role bundles

• Office Admin — manage subscription, slot allocation, workspace lifecycle, and team access.
• Bookkeeper — daily operations across assigned client workspaces (transactions, close tasks, document requests).
• Client Approver — approve delegated workflows and review client-specific outputs in assigned workspace only.
• Auditor (read-only) — read-only visibility for evidence and audit trails without write permissions.

Client invite wizard (workspace scoped)

Jurisdiction precedence contract (E1)

Runtime precedence for accounting-us-office (highest wins):

Workspace override (state/entity for this workspace).
Organisation default jurisdiction profile.
Product fallback (`US` country-level baseline).

Organisation default Workspace override

Fallback warning: when workspace override is empty, country-level defaults may be applied.

U.S.-only self-service scope is enforced in this phase. Non-U.S. offices should use separate organisations by jurisdiction family.

Admin-only override path: request exception through controlled rollout review and governance approval.

Matcher traceability (E2)

Why this match? Resolver uses country/state/entity/method dimensions in deterministic precedence.

countryCode: US

stateCode: country-default

entityType: llc_single_member

accountingMethod: accrual

matchSource: organisation_default

traceId: pending

Operator note: detailed logs include country/state/entity/method for resolver audits.

Workspace install (beta)

Active workspace: not selected

After supported-state checkout, use this area to preview the office install context and target workspace. WY/CA/TX/FL remain controlled self-service until fully-published operations gates pass.

Recommended first step: choose a supported-state self-service tier above

Hosted checkout records the founder SKU, state scope, workspace quota, and billing metadata before activation. If you are outside the supported state scope or need rollout review, use guided rollout.

Choose state self-service plan

Choose state for install pack

Choose a state to preselect the matching accounting-us-state-* installation pack.

Choose accounting package Workspace ID

Installer appends workspace_id to the package install URL so rollout is scoped to a workspace.

Supported published state packs: California (CA), Florida (FL), Texas (TX), Wyoming (WY). Public self-service is governed by rollout metadata: a state must be launch-ready, self-service eligible, clear every required P1 public-launch gate, and stay inside P2 office-operations controls before it is described as fully published.

Supported states

California (CA)

Launch ready (controlled external rollout)

accounting-us-state-ca

P1 public-launch gate: California may accept controlled self-service because state-pack artifacts, checkout evidence, disclosure guardrails, and operator rollback paths are approved.

passed · State pack artifacts, manifests, reports, and workflow exports are present passed · City/local profile coverage is expanded beyond the initial municipality set passed · External launch message review and prohibited-claim audit are complete passed · Self-service checkout/UAT replay records California state evidence

P2 office operations: California may run controlled self-service with operational watch, evidence drift review, entitlement reconciliation, and support escalation coverage before fully-published expansion.

P2 passed · State pack support parity scoreboard is production-ready P2 passed · SEV-1/SEV-2 support playbook and escalation owners are published P2 passed · Workspace offer, quota, and entitlement reconciliation audit runs are scheduled P2 watch · Launch evidence drift replay is scheduled and tracked P2 passed · Jurisdiction resolver trace exports are available for support review

Install CA pack

Florida (FL)

Launch ready (controlled external rollout)

accounting-us-state-fl

P1 public-launch gate: Florida may accept controlled self-service because state-pack artifacts, checkout evidence, disclosure guardrails, and operator rollback paths are approved.

passed · State pack artifacts, manifests, reports, and workflow exports are present passed · Florida filing calendar localization is complete passed · Controlled external review readiness is approved passed · Self-service checkout/UAT replay records Florida state evidence

P2 office operations: Florida may run controlled self-service with operational watch, evidence drift review, entitlement reconciliation, and support escalation coverage before fully-published expansion.

Install FL pack

Texas (TX)

Launch ready (controlled external rollout)

accounting-us-state-tx

P1 public-launch gate: Texas may accept controlled self-service because state-pack artifacts, checkout evidence, disclosure guardrails, and operator rollback paths are approved.

passed · State pack artifacts, manifests, reports, and workflow exports are present passed · State notice workflow UAT is closed passed · Texas franchise-tax edge-case evidence matrix is expanded passed · Self-service checkout/UAT replay records Texas state evidence

P2 office operations: Texas may run controlled self-service with operational watch, evidence drift review, entitlement reconciliation, and support escalation coverage before fully-published expansion.

Install TX pack

Wyoming (WY)

Launch ready (controlled external rollout)

accounting-us-state-wy

P1 public-launch gate: Wyoming may accept controlled self-service because state-pack artifacts, checkout evidence, disclosure guardrails, and operator rollback paths are approved.

passed · State pack artifacts, manifests, reports, and workflow exports are present passed · External page and offer metadata include prohibited-claim disclosures passed · Support/operator acceptance and rollback path are signed off passed · Self-service checkout is state-scoped and records state evidence

P2 office operations: Wyoming may run controlled self-service with operational watch, evidence drift review, entitlement reconciliation, and support escalation coverage before fully-published expansion.

Install WY pack

Install selected pack to workspace

Rollout feed v2026-04-06 · updated 2026-05-18.

Rollout status reflects current package maturity for bookkeeping workflow support. It is not a filing/compliance certification.

Slot allocator operations (self-service)

Slot state	Meaning	Updated
available	Ready for next client workspace	—
allocated	Reserved before create/attach	—
consumed	Bound to a workspace_id	—
released	Freed for reassignment	—

Client workspace registry (panel preview)

Client	Owner	State	workspace_id	slot_id
Acme LLC	J. Smith	onboarding	—	row-a:slot:1
North Bay Inc.	A. Rivera	active	ws_•••	row-a:slot:2

Deep links open only if the user is authorized for the target workspace.

Portfolio operations queues (metadata-safe)

Upcoming deadlines 12

Uncategorized transactions 48

Missing documents 19

Reconciliation exceptions 7

Detailed ledger views require explicit workspace authorization and active workspace context.

Onboarding checklist (F3)

Add first client
Invite client approver
Connect bank/integration
Verify jurisdiction settings

Integration health visibility (G1)

Bank sync status: healthy
Last sync: pending

Signature callback: healthy
Last callback: pending

Actionable errors appear here with retry/escalation links when checks fail.

Integration activity timeline (G2)

• Awaiting provisioning and invite activity events.

Current office value

Built for day-to-day accounting office operations

Multi-client bookkeeping operations

Standardize chart, posting, and close work across client books without promising one-size-fits-all office packaging.

Controlled review queues

Route exceptions and reviewer approvals into clear queues with accountable ownership.

Bank-linked workflows

Ingest, match, escalate, and reconcile transaction activity with visible operator trails.

Close evidence & handoff packets

Produce practical handoff bundles for partner or licensed accountant review.

What’s ready now / what’s still controlled

Ready now

Controlled close
Review queues
Reconciliation flow
Handoff packets

Controlled / beta

Broader state rollout
Larger office segmentation
Automated checkout-to-provisioning handoff across all payment states
Office resale model beyond the founder SaaS workspace package

Need rollout help before checkout?

Teams in supported states can buy directly above. Use this form when you need custom migration help, office-specific review, or guided rollout planning before purchase.

Client-book volume profile Average client close cycle Top office implementation priority

Request U.S. demo Back to checkout

Limitations and scope guardrails

No automated filing submission claim.
No universal compliance guarantee or complete jurisdiction-wide coverage claim.
Not a replacement for licensed accountants.
Not yet optimized for full office marketplace / resale structure.
Larger offices may require staged role segmentation and review-queue tuning.

Ready to start? State-scoped self-service is the primary path

Choose a founder tier, complete hosted checkout for a supported state, and keep guided rollout as the fallback for complex office launches.

Choose state self-service plan Need guided rollout?

Manage client bookkeeping workflows without chasing documents across email, portals, and spreadsheets.

Run client bookkeeping workflows across many workspaces without replacing each client’s accounting system.

Choose the accounting-office workspace tier first

Office Starter

Office Growth

Office Scale

Add a fixed-scope launch offer when the office needs help going live

Launch Readiness Review

Client Migration Sprint

Managed Office Rollout

Built for day-to-day accounting office operations

What’s ready now / what’s still controlled

Need rollout help before checkout?

Limitations and scope guardrails

Ready to start? State-scoped self-service is the primary path