For CPAs and tax firms
Tax season, without the cleanup.
Your business clients keep their books in Cratchit all year. By January, every month is closed and every account is matched to its line on the return. You download one file and start the return.
- Free for you
- Imports into UltraTax, Lacerte, CCH and Drake
- Clients share only what they choose
Where the time goes
Most of a business return isn't tax work.
It's chasing statements, fixing a year of categories and mapping the trial balance by hand. Cratchit does that part all year, so what's left is the return and the advice.
An illustration of where the work goes, not a time study.
What lands in your software
One file. Already matched to the return.
Each client's Tax lines screen has a "Download for your CPA" button. You get an Excel workbook built for import.
- A trial balance with every account's line on the return, and the UltraTax code beside it
- Totals by line, for Drake or anything you key by hand
- A depreciation sheet for equipment and rental property
- Step-by-step import notes for UltraTax, Lacerte, CCH Axcess and Drake
| Account | Balance | Line (1120-S) | UltraTax code |
|---|---|---|---|
| 4010 Service Revenue | (1,471,257.53) | 1a Gross receipts or sales | 100 |
| 5000 Cost of Goods Sold | 418,582.67 | 2 Cost of goods sold | 275 |
| 6220 Wages | 452,000.00 | 8 Salaries and wages | 201 |
| 6160 Rent | 65,000.00 | 11 Rents | 204 |
| 6130 Payroll Tax Expense | 72,162.98 | 12 Taxes and licenses | 205 |
| 6000 Advertising & Marketing | 40,953.02 | 16 Advertising | 209 |
| 6185 Franchise Royalties | 117,700.60 | 20 Other deductions | 212 |
| 3100 Owner Distributions | 714,000.00 | K-16d Distributions | 497 |
From Harper Restoration Group, the sample company in the Cratchit demo.
Closed every month
The books are current in June, not just in April.
Bank and card feeds come in daily and get sorted. Each month runs through a short close: feeds up to date, questions answered, accounts reconciled, month locked.
Your clients, one page
See who's ready before you open a single file.
Every client who adds you shows up on one page with where they stand for the tax year.
- Which months are closed
- How many transactions are still unsorted
- Which tax lines still need your eye
- Which tax documents are in and which are still expected
For your firm
- More returns, same teamThe hours that went into cleanup go into returns. That's room for more business clients without hiring for tax season.
- Fewer extensionsWhen the books close every month, a return can start the day the year ends.
- Time for advice clients pay forCurrent numbers all year mean you can talk salary, estimates and big purchases while there's still time to act.
For your clients
- They know where they standCurrent books, cash and an estimate of what they'll owe, all year, instead of finding out in April.
- No year-end scrambleNo shoebox and no weekend spent sorting a year of statements.
- Their whole picture in one placeTheir businesses, family finances and investments together, so your advice can cover all of it.
I built Cratchit to run the books for my own companies. It only works if it makes my CPA's job easier, not harder, so that's how it's built. If you work with business owners, tell us what would make it better for you.Jason Lampman, founder of Cratchit
How it works
Your client adds you. You sign in.
- Your client adds youUnder Settings, People, they pick "Our CPA".
- You get an emailSign in at app.cratchit.io with a six-digit code. No password to keep.
- You see what they shareThe companies and the parts of their personal finances they chose, nothing more.
- At year end, downloadOpen Tax lines, check the matches and download the file for your software.
Built to work alongside you. Cratchit keeps the books and shows owners where they stand. It doesn't prepare or file returns, and it never asks your clients to choose between it and you. When it points out a tax move, it shows the numbers so you and your client can decide together.
Partner with Cratchit
Your partner account, in two minutes.
Sign up here and your partner account is ready right away. You get your own invite link to send clients.
- A better rate for your clients. Anyone who signs up through your link gets 20% off their first year.
- You're added in setup. Cratchit offers to add you as their CPA, and they choose what you see.
- One page for every client. Who's closed, what's left to sort and whose tax file is ready.
- Partner rewards. Partners earn rewards for the clients they bring. The details come with your partner agreement.
Rather talk first? Book a 15-minute call with our team.
We just emailed your invite link to you. To see your partner page, sign in at app.cratchit.io with that email. Cratchit sends a six-digit code; there's no password.
Questions
Does it cost me anything?
No. Your clients' subscriptions cover your access, for as many clients as add you.
What do my clients get?
20% off their first year when they sign up through your link, on top of the 10 free days. If a client already uses Cratchit, they can add you anytime under Settings, People.
Which tax software does it work with?
Anything that imports a trial balance from Excel. UltraTax codes are built into the file, and there are import notes for Lacerte, CCH Axcess and Drake.
Can I see everything about a client?
Only what they share. Owners choose which companies you see and which parts of their personal finances, like investments and tax documents.
Can I fix the books myself?
If the client gives you permission to make changes, yes. Otherwise you can see everything they shared without changing it.