Freedom251 › Accounting Practice Management Software
AuntBird
What AuntBird is
AuntBird is paid, cloud-based accounting practice management software for CPA firms, accounting firms, tax professionals, bookkeepers, and other professional service organizations. Its web platform connects clients, engagements, recurring work, time tracking, billing, payments, reporting, employee goals, and firm administration. Staff can record time with timers or manual entries, submit it for approval, and use approved work in invoices. Firms can manage recurring bookkeeping and flat-fee engagements while tracking employee time. Managers can follow billable-hour goals, utilization, and progress over weekly, monthly, quarterly, and annual periods. Reports cover receivables, invoice activity, revenue, work in progress, utilization, and collections, with CSV exports. The client portal handles invoices, document requests, uploads, and shared documents. AuntBird connects to Microsoft 365 SharePoint or Google Drive repositories. Its Practice Management ChatGPT plugin is limited by firm, role, and user permissions. The plan costs $149 a month with unlimited users and clients.
Who it suits
It suits accounting and professional-service firms coordinating recurring work, time, billing, client documents, and staff performance. Firms using SharePoint or Google Drive can keep client files in those repositories.
What it does well
- Timers and manual time entries
- Client portal supports document workflows
- Tracks utilization and billable goals
- CSV report exports
- Unlimited users and clients
What to know first
- No free plan
- Web platform only
- ChatGPT access depends on permissions
- Pricing starts at $149 a month
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| AuntBird | $149/month · Unlimited users · unlimited clients · client portal and secure document workflows included · employee dashboards and reporting included | $149 a month |
As auntbird.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
AuntBird combines practice operations, time and billing workflows, client collaboration, and performance reporting in one cloud platform. Its single listed plan includes unlimited users and clients, while ChatGPT access remains permission-controlled.
Facts from AuntBird's own pages
- Authentication
- Each ChatGPT plugin user signs in with their own AuntBird firm account and completes AuntBird MFA when required. · auntbird.com, 9 Oct 2026
- ChatGPT access controls
- AuntBird says its firm, role, and user permissions limit the plugin's data access, and firm administrators can enable or disable access for the firm and individual users. · auntbird.com, 9 Oct 2026
- ChatGPT integration
- AuntBird offers a published Practice Management ChatGPT plugin for asking questions about permitted firm data. · auntbird.com, 9 Oct 2026
- Client portal
- Clients can access invoices and billing information, respond to document requests, upload files, and access documents shared by the firm through the portal. · auntbird.com, 9 Oct 2026
- Designed for
- AuntBird is designed for CPA firms, accounting firms, tax professionals, bookkeepers, and other professional service organizations. · auntbird.com, 9 Oct 2026
- Document storage integrations
- AuntBird connects to the firm's Microsoft 365 SharePoint or Google Drive repository, where the client files remain stored. · auntbird.com, 9 Oct 2026
- Performance tracking
- Managers can track employee billable-hour goals, utilization, and progress across weekly, monthly, quarterly, and annual periods. · auntbird.com, 9 Oct 2026
- Recurring work
- Firms can manage recurring bookkeeping and flat-fee engagements while recording employee time spent on that work. · auntbird.com, 9 Oct 2026
- Reports
- AuntBird reports on receivables, invoice activity, revenue, work in progress, utilization, and collections, and supports CSV exports. · auntbird.com, 9 Oct 2026
- Time and billing
- Users can enter time with timers or manual entries, submit it for approval, and use approved work in billing workflows and invoices. · auntbird.com, 9 Oct 2026
- What it does
- AuntBird is cloud-based accounting practice management software connecting clients, engagements, recurring work, time tracking, billing, payments, reporting, employee goals, and firm administration. · auntbird.com, 9 Oct 2026
- Work in progress
- AuntBird reports approved unbilled work and unbilled revenue alongside billed revenue, collections, and outstanding balances. · auntbird.com, 9 Oct 2026