About Heard
A financial management platform built for therapists and wellness practitioners. Provides done-for-you monthly bookkeeping, quarterly tax estimates, annual tax filing, and payroll processing services.
Heard is a specialized financial management platform designed exclusively for therapists and wellness practitioners in private practice. Unlike generic accounting software, Heard pairs users with a dedicated team of bookkeeping and tax professionals to handle the administrative burden of running a practice. The platform automates monthly bookkeeping, tracks tax-deductible expenses, and provides personalized quarterly tax estimates. For growing practices, Heard includes payroll processing and S corp election support, ensuring compliance with tax regulations. The service is subscription-based and includes access to a dashboard for viewing financial reports, profit and loss statements, and goal monitoring. While the platform is highly tailored to the mental health industry, users should note that support for complex personal tax questions may vary by plan. It is an ideal solution for solo or group practice owners looking to outsource their financial record-keeping and tax preparation to experts.
Pros & Cons
- Specialized financial support tailored specifically for therapists and wellness practitioners.
- Includes done-for-you monthly bookkeeping and annual tax filing services.
- Provides proactive quarterly tax estimates and payment reminders.
- Offers unlimited messaging support with accounting and tax specialists.
- Simplifies the S corp election process and reasonable salary calculations.
- Support for annual business tax or personal tax questions is limited on the entry-level plan.
- Pricing is subscription-based and may be higher than DIY accounting software.
- Catch-up bookkeeping services are limited to the current tax year.
Features
Key features
Provides automated transaction categorization and reconciliation by a dedicated team.
Prepares and files business and personal federal and state annual income tax returns.
Handles payroll tax withholding and filings for practice owners and employees.
Manages the S corp election process and reasonable salary calculations.
Generates profit and loss statements and cash flow tracking for practice performance.
Additional features
Calculates estimated state and federal tax payments with deadline reminders.
Helps determine profit distribution across taxes, savings, and retirement.
Monitors progress toward annual income goals throughout the year.
Categorizes business expenses to maximize eligible tax deductions.
Provides access to accounting and tax specialists for business questions.
Offers webinars and sessions to assist with account setup and best practices.
Syncs business checking, savings, and credit card accounts for financial tracking.
Pricing
Monthly plans
- Monthly bookkeeping
- Quarterly tax support
Less than the cost of 1–2 client sessions. Best for those newer to practice.
Source: vendor pricing page →- Monthly done-for-you bookkeeping
- Connect multiple business bank accounts
- Dedicated bookkeeping team
Pays for itself in tax deductions we help you track each month.
Source: vendor pricing page →- Monthly done-for-you bookkeeping
- Connect multiple business bank accounts
- Dedicated bookkeeping team
Replaces a CPA, bookkeeper, and payroll provider, typically $5,000+/year.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Heard
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
Xceed365 HCM
Xceed365 HCM is a human capital management software from Xceed365 Limited that supports workforce management…
WebberMill Cloud Workspace
WebberMill Cloud Workspace is a workspace platform from WebberMill that provides a suite of business,…
Wave
Wave is an accounting software/platform from Wave Financial that provides tools for managing finances. It…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About Heard
A financial management platform built for therapists and wellness practitioners. Provides done-for-you monthly bookkeeping, quarterly tax estimates, annual tax filing, and payroll processing services.
Heard Details
Heard's In-App Market Place
Does Heard have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Monthly bookkeeping
- Quarterly tax support
Less than the cost of 1–2 client sessions. Best for those newer to practice.
Source: vendor pricing page →- Monthly done-for-you bookkeeping
- Connect multiple business bank accounts
- Dedicated bookkeeping team
Pays for itself in tax deductions we help you track each month.
Source: vendor pricing page →- Monthly done-for-you bookkeeping
- Connect multiple business bank accounts
- Dedicated bookkeeping team
Replaces a CPA, bookkeeper, and payroll provider, typically $5,000+/year.
Source: vendor pricing page →Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (Fr), CNY (¥), INR (₹), MXN ($), BRL (R$), RUB (₽), KRW (₩)
Pros & Cons
- Specialized financial support tailored specifically for therapists and wellness practitioners.
- Includes done-for-you monthly bookkeeping and annual tax filing services.
- Provides proactive quarterly tax estimates and payment reminders.
- Offers unlimited messaging support with accounting and tax specialists.
- Simplifies the S corp election process and reasonable salary calculations.
- Support for annual business tax or personal tax questions is limited on the entry-level plan.
- Pricing is subscription-based and may be higher than DIY accounting software.
- Catch-up bookkeeping services are limited to the current tax year.
Heard's Support Options
Heard's Alternatives
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
Xceed365 HCM
Xceed365 HCM is a human capital management software from Xceed365 Limited that supports workforce management…
WebberMill Cloud Workspace
WebberMill Cloud Workspace is a workspace platform from WebberMill that provides a suite of business,…
Wave
Wave is an accounting software/platform from Wave Financial that provides tools for managing finances. It…
