Assure Books
Assure Books is bookkeeping built for tax firms. The chart of accounts, client list, and document folders match the ones in Assure Pro — so the workpapers you close the books with feed straight into the return you file.
Assure Books is shipping in stages and these docs are still being written. Pages will appear as the product matures — message your AssureOne contact if there’s something specific you need help with today.
What Books does today
A short list of what’s available now:
- Shared client list with Assure Pro — add the client once, see them in both products.
- Bank feeds for connecting client accounts and categorizing transactions.
- Workpapers that map directly to the schedules on the related tax return.
What’s coming
The next phases bring AI categorization, a close-the-books checklist, and one-click handoff to the tax engagement in Assure Pro. We’ll add docs as those land.
Next
- Browse Assure Pro — most Books work feeds into a tax engagement in Pro.
- Read about your AssureOne account — one sign-in covers Books alongside the other products.
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