Financial Center

Balance offers full service bookkeeping and financial management.  Whether it is personal or business bookkeeping, Balance has the tools to provide the most secure, efficient, customized and professional bookkeeping services:

  • General ledger (income and expense)
  • Bill pay and accounts receivable
  • Month-end journal entries
  • Custom reporting
  • Financial statements
  • Payroll management
  • W-2 and 1099 notifications and preparation

Client Portal

Balance gives you an easy to use, branded client portal that can be ready for you and your clients in minutes.  With a customizable client portal, you and your clients can get:

  • A shared online portal for collaboration and file sharing
  • Customizeable file folders
  • Activity tracking and notifications
  • 128 bit encryption
  • Branded mobile access for iPhone and Android

Bill Pay

Pay anyone bill payment for assisting personal and business clients manage their monthly expenses.  Using your branded Balance client portal, you can use bill pay for:

  • Pay anyone payment capability within the US
  • Automaticcally adjusted account balance for linked payment accounts
  • Integrated approval and reporting tools for client management
  • Branded mobile access for iPhone and Android

Tax Preparation

Whether you are a 1040 Professional or a Business & 1040 Professional we have affordable and powerful tax preparation software that meets your needs. With TaxACT Preparer's Edition, you can get:
  • All the latest forms and schedules you need are at your fingertips.
  • View and organize your client list from one convenient location.
  • Import last year's returns, stock transactions, W-2s and more.
  • Stumped by a tax or TaxACT question? Our highly qualified tax specialists will guide you through specific tax & technical situations via phone or e-mail.
  • Learn more at


Balance Advisor services and TacACT Preparer's Edition provide flexible pricing options to fit any professional of any size to get started fast, easy and at a great price.  Call our team 888-245-3254 to learn more.

  • Start for free with a branded client portal.
  • Pay per client per services used per month with Balance Advisor.
  • No long term contract, cancel at any time.