Specialized, not generic
Every product is designed around one professional workflow, starting with bookkeeping for accounting firms.
Smart Solutions For Every Business
Software for financial and tax professionals, built to be reviewed and trusted.
We design specialized platforms for professional firms, starting with bookkeeping for accounting firms. Each one runs in its own secure environment, in English and Spanish, with the professional always in control of the final result.
- Multi-factor authenticationRequired before client data is shown in our products.
- Isolated by firmEach firm's records are separated on the server and in the database.
- Professional reviewAI suggests; professionals can review and change every result.
- English and SpanishInterfaces and documentation in both languages.
What we build
Focused tools for firms that handle sensitive financial information every day.
Security by design
Invitation-based access, mandatory MFA, private document storage and audit trails are part of the product, not add-ons.
AI with human control
Where we use AI, its results can be reviewed and changed at any time. Reports and filings delivered to a client stay under the control of an authorized professional.
Our products
LedgerOnCue, AI-powered bookkeeping for accounting firms, and DashFirm, tax practice management and client portal.
LedgerOnCue
AI-powered bookkeeping for accounting firms
From bank statements to a reconciled ledger and financial reports, with every AI suggestion kept reviewable by the firm.
Available · Request access
DashFirm™
Tax Practice Management & Client Portal
One secure place for a tax firm to organize clients, cases, documents, requests and work in progress.
Available · Invitation only
Solutions by area
Find the platform that fits the work your firm does.
Accounting and bookkeepingBank statements, categorization, reconciliation, ledger and financial reports for accounting firms and their clients.Tax practiceOrganized, reconciled financial records and reports that support the firm's tax work, prepared for professional review.DocumentsPrivate document storage, restoration of legible copies with the original preserved, and electronic signatures.Client managementClient profiles, cases, requests, portals and secure messages for firms that serve many clients.Professional automationAI-assisted extraction, categorization, analysis and drafting, always reviewable, and changeable by your team at any time.
Talk to the USProFin team
Tell us about your firm and which product you are interested in. We reply by email.