Connecting Accounts FAQ Bench Help Center

bench accounting login

You won’t need any other software to work with Bench—we do everything within our easy-to-use platform. We don’t sync your financial data from any other bookkeeping software. A year end package with everything you need to file comes standard with Bench. Upgrade your plan, and cross even more off your to-do list. With Premium, you get expert tax prep, filing, and year-round tax advisory support. Easily see your updated financial data every time you log in.

  • Compared with other bookkeeping services, Bench is relatively affordable, starting at $249 per month.
  • Plaid is trusted by over 12,000 financial institutions around the world, and beyond Bench, it powers over 8,000 of the world’s apps and online services.
  • Upgrade your plan, and cross even more off your to-do list.
  • An expert bookkeeper dedicated to your business We’ll connect you with one of our expert bookkeepers.
  • If you’re running a business, I highly suggest looking elsewhere.

Is it safe & secure to connect my accounts with Plaid?

This step marks the beginning of the monthly accounting process. We collect raw financial data from your connected bank and credit card accounts, merchant or payroll processors, monthly statements, and other important financial documents. Bench’s core product is online bookkeeping software paired with in-house bookkeepers. An expert bookkeeper dedicated to your business We’ll connect you with one of our expert bookkeepers.

Difficult to switch providers

The Bench platform makes it super simple to view your financials, update information, or check in with your dedicated bookkeeper. And since tax time stress isn’t limited to tax season, year-round bench accounting login tax advisory services comes standard. Our licensed tax professionals are on hand for all your tax planning needs. With check-ins throughout the year, your tax team leaves no deductions behind.

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Join thousands of small business owners who trust Bench with their books

Small adjustments may still be made later by your bookkeeper, before the books are fully complete. When you see the “In progress” status, it means that your team is actively reconciling your financial data behind the scenes. They’re still collecting and reviewing your financial data, categorizing transactions, and doing any required adjustments.

S corporation and partnerships

It’s saved me 3-5 hours monthly and the stress come tax time- bench do it all for me. My bookkeeper does change every 6 months of so, but https://www.bookstime.com/ the handover has been good each time. I have multiple bank accounts and they always reach out on time when they need a document uploaded.

  • There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct.
  • Financial mastery is the idea that everyone, regardless of economic standing, should have full control of their finances.
  • When it comes to tax filing, there’s a lot of moving pieces.
  • During your demo, we’ll walk you through the services included in each Bench bundle to determine which is the best fit for your business.
  • We’ll work with you to connect accounts and pull the data we need to reconcile your books.
  • Your Bench Tax Advisors are available year-round, and will answer your questions in 2 business days or less.

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