AuntBird review
A broad accounting practice platform centered on billing, recurring work, and analytics.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
AuntBird is cloud-based practice management software for CPA firms, accounting firms, tax professionals, and bookkeepers. It brings client and contact management, engagement management, time tracking, recurring bookkeeping, flat-fee work, billing, payments, reporting, firm administration, and secure document workflows into one platform. Its client portal supports invoices, payments, document requests, uploads, and files, making it suited to firms that want billing and client collaboration alongside core practice administration.
The published plan structure is straightforward: the Professional plan costs $149 USD per month and includes practice management, time tracking, billing and payments, reporting, firm administration, and unlimited users. The plan also covers the product's client, engagement, recurring work, invoicing, receivables, portal, document, utilization, performance, and practice analytics capabilities. There is no free plan, so AuntBird is positioned for firms ready to pay for a full practice management system rather than teams seeking a free starting tier.
AuntBird's platform fit is web-based, with integrations for Microsoft 365 SharePoint, Google Drive, and ChatGPT. SharePoint and Google Drive connect with document workflows, while the published ChatGPT plugin provides authorized access to permitted practice data. The product has broad coverage across billing, recurring work, documents, payments, employee goals, utilization, and analytics, but its workflow and deadline coverage is less explicit. Firms focused on billing, receivables, client portals, and practice reporting should consider AuntBird; firms prioritizing clearly defined workflow and deadline management should look for a more explicit fit.
AuntBird pros and cons
- Where it wins
- Combines engagement, time, recurring work, billing, and payments
- Client portal supports invoices, payments, document requests, and files
- Includes utilization, collections, revenue, and practice analytics
- Where it doesn't
- Available on the web only
- Only one published plan is available
- Workflow and deadline coverage is less explicit
AuntBird fact sheet, pricing and score →
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