30-Day Free Trial — No Credit Card Required
Transform your firm with AI — risk free.
Join CPA firms already using SMARTBOOKS 360 to save 15+ hours per week, impress clients, and grow their practice with the power of AI.
⚡
Limited spots available. We personally onboard every new firm — limited to 10 new trials per month to ensure quality.
✦ Everything included in your trial
- Full firm command center dashboard
- Business + individual client portals
- AI document extraction (Azure AI)
- Ask Your Books — Claude AI chat
- Smart tax calendar & deadline tracking
- Full invoicing & payment tracking
- Staff & team management
- Dedicated onboarding support
🔒 SOC 2 Compliant
☁️ Azure AI
🤖 Claude AI
256-bit SSL
✓ Cancel Anytime
Start Your Free Trial
Takes less than 2 minutes · Your account will be ready within 24 hours
What happens after you submit
Form submitted — we receive your details instantly
Account created within 24 hours
Login credentials sent to your email
Free onboarding call scheduled with our team
You're in! Welcome to SMARTBOOKS 360
Your free trial request has been received. We'll have your account ready within 24 hours and send login credentials to your email.
✓
Trial request confirmed
Check your email for a confirmation
2
Account setup — within 24 hours
Our team is personally setting up your firm
3
Login credentials — coming to your email
Full access to all features from day one
4
Free onboarding call
We'll walk you through everything personally