Assure Books

Assure Books is bookkeeping built for tax firms. It shares its client list with Assure Pro, connects to a client’s QuickBooks Online account, and uses AI to speed up the most repetitive part of the job: categorizing transactions.

What Books does today

• Bookkeeping — bank feeds and AI-assisted transaction categorization, checks, payroll, journal entries, and a unified transaction ledger.
• Lists — the chart of accounts, customers, vendors, and other reference data every transaction depends on.
• Review — automated pre-close QA checks against the P&L and balance sheet.
• Reports — Balance Sheet, Profit & Loss, Cash Flow, and a custom Management Reports builder.
• Documents & communications — file storage, document requests, and a threaded Q&A tool.
• Client portal — a separate, PIN-based portal where your client sees their snapshot, files, reports, and questions.

What’s coming

Budgeting, forecasting, and an AP/bill-pay module exist in early form but aren’t yet available in the main navigation. We’ll add docs once they ship.

Next

• Getting started — sign in and select a client.
• Clients overview — the shared client list and connecting QuickBooks.
• Browse Assure Pro — the client list Books shares.
• Read about your AssureOne account — one sign-in covers Books alongside the other products.