Designed specifically for virtual bookkeepers and accounting pros, this Playbook gives you a plug-and-play Dubsado system to manage inquiries, onboarding, and recurring clients — without chasing emails or reinventing the wheel. From proposal to monthly check-ins, every workflow is optimized for long-term client relationships.
Coming Soon
Ahh if only one tech tool could do it all. Luckily we have automations to link all the different bits together. Get your Zapier automation!