How we compare

    Built for the way you work.

    Most tools cost you time, money, or both.

    Who does the work
    QuickBooks
    You run it yourself
    Wave
    You do the books
    Bookkeeper + CPA
    They do it for you
    Sumly
    Done for you
    Categorization
    QuickBooks
    You review every category
    Wave
    Basic, business only
    Bookkeeper + CPA
    Handled manually
    Sumly
    Automatic
    Tax filing
    QuickBooks
    No tax pro included
    Wave
    Not offered
    Bookkeeper + CPA
    Can add up to $3,500 a year
    Sumly
    Add-on from $299
    Year-round support
    QuickBooks
    Separate tools to manage
    Wave
    No advisory support
    Bookkeeper + CPA
    Only at tax time
    Sumly
    Same pro, all year
    Built for
    QuickBooks
    Teams, not solo operators
    Wave
    Free basics, not the whole picture
    Bookkeeper + CPA
    Once-a-year relationships
    Sumly
    The one-person business

    Which option is right for you?

    SumlyRecommended

    Most solo pros should just use Sumly.

    Books and taxes handled, no accounting degree, no eyebrow raising CPA bill.

    Honestly? Skip us if...

    you love doing admin work

    DIY tools

    or you're running a multi-entity corporate empire

    Bookkeeper + CPA

    For everyone else flying solo, that's who we're built for.

    Frequently Asked Questions

    Need clarity?

    Talk to a real person and we'll walk you through it, no commitment.

    Tax tips, gently delivered.

    A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your business.

    Get tax tips and updates delivered to your inbox