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For bookkeepers
Run a multi-client practice: a workspace per client, with roles that keep duties separate.
Run your bookkeeping practice on BooksGPT
One login, a workspace per client, roles that keep banking in the client's hands, and simple pricing for a growing practice.
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Set up contractors so your 1099s work
Collect W-9 details during the year so January is a review instead of a scramble.
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File your 1099-NEC
Mark your contractors, read the worksheet, and know this year's threshold. $600 through 2025, $2,000 from 2026.
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Close the books for a month or year
Lock a period so nothing behind the line can change, what stays possible after a close, and how to reopen.
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Archive, start over, or delete a workspace
Three buttons on Workspace, under Data. Archive keeps the records. Start over clears the books. Delete removes the company. They are not interchangeable.
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Archive a client workspace
Archive a client workspace when you stop keeping their books. Records stay readable and the client keeps access. Banks and scheduled reports stop.
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Delete a client workspace
Delete a client workspace you are finished with. Archive first unless you are. Everyone loses access immediately. You can undo for 30 days from another workspace you own.
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