1-800Accountant
1‑800Accountant is a United States‑based virtual Accounting firm that offers bookkeeping, tax preparation, payroll services and business formation support for small and medium‑sized companies in established and emerging industries. Operating nationally, the company provides accounting and advisory services remotely by combining a team of accountants and enrolled agents with an online portal and mobile applications.[1][2].
History
1‑800Accountant began in 1999, when veteran CPAs formed a virtual accounting practice aimed at making professional accounting support accessible to small businesses that could not afford large‑firm fees[2]. The Better Business Bureau (BBB) lists the firm’s business start date as August 24th, 1999 and notes that the company’s file was opened with the BBB on December 2nd, 2003[3]. 1‑800Accountant is organized as a limited liability company (LLC) and it was formally incorporated on February 9th, 2012[3]. Its headquarters are located at 260 Madison Avenue, New York, with additional offices in Florida and Washington state[1][4]
The company was founded by Michael Savage, a CPA who previously worked at PricewaterhouseCoopers[3]. Early operations focused on delivering accounting services by phone and email, allowing clients nationwide to access bookkeeping and tax support without meeting in person. Over time, 1‑800Accountant developed a proprietary portal and mobile apps to upload receipts, monitor expenses and communicate with accountants online[5]. The firm describes its mission as bringing the expertise of large international accounting firms to small businesses through a blend of expert accountants and advanced technology[2].
Partnerships and market presence
The firm has pursued partnerships to reach more entrepreneurs. In 2021, Mastercard published a case study noting that 1‑800Accountant launched ClientBooks, a self‑service bookkeeping platform, to give customers additional options besides full‑service bookkeeping.[5]. The same case study reported that the company works with open‑banking provider Finicity to integrate ClientBooks with its portal and to deliver real‑time financial data[5]. In March of 2025, Salesforce announced that 1‑800Accountant adopted its Agentforce digital‑labour platform to handle spikes in customer support inquiries during tax season; the release said 1‑800Accountant is “America’s largest virtual accounting firm for small businesses” and that the Agentforce system handled around half of incoming support requests[6]. Salesforce reported that the company expected client growth of roughly 40% in 2025, which motivated the adoption of automated support tools[6]
Services
Accounting and bookkeeping
1‑800Accountant’s core service is bookkeeping and accounting for small businesses. Services include transaction categorization, bank‑account reconciliation, preparation of financial statements and catch‑up bookkeeping for clients who are behind on their records[1][7]. The company offers three subscription tiers (Business, Core Accounting and Enterprise) each providing access to the client portal, proactive tax planning and periodic review sessions[7]. The mid‑tier plan adds bookkeeping software access and personal and business tax preparation, while the top tier includes a dedicated bookkeeper, priority support and enhanced financial reports.
Tax preparation and advisory
In addition to bookkeeping, the firm prepares tax returns and offers year‑round tax guidance. All plans include access to a dedicated accountant and proactive tax advice. 1‑800Accountant’s accountants and enrolled agents provide federal and state business tax filings, identify eligible deductions and advise on estimated quarterly taxes. The company also offers audit support, helping organize documents.[7]
Payroll processing
Payroll services are available for businesses that need assistance with wage calculations, tax withholdings and compliance with payroll regulations. The company’s mid‑ and top‑tier plans include comprehensive payroll processing and filings for both employees and contractors.[7]
Business formation and advisory
1‑800Accountant assists entrepreneurs with forming new business entities and filing the necessary paperwork. The firm provides LLC formation packages, handling name searches, preparation of formation documents, and filing with state agencies[8]. Packages may bundle ongoing accounting services with business formation support; the review highlights that the recommended package includes a personal accountant, accounting software access and quarterly reviews. Some plans charge additional fees for registered‑agent services and may require annual billing.
Advisory and consulting
Beyond compliance services, 1‑800Accountant provides advisory sessions to help clients understand financial statements, develop budgets and plan for growth. Each subscription tier includes regular review sessions and financial planning assistance[7].
Technology
Client portal and mobile apps
The firm delivers services through a secure online portal and mobile applications for iOS and Android. Clients can upload receipts, track expenses, communicate with their accountant and view financial reports in real time. The portal integrates with bank and credit‑card accounts to automate transaction imports, reducing manual data entry and providing a continuous flow of financial information[5]. The cloud‑based system allows accountants to review books remotely and provide timely advice.
ClientBooks
In 2021 the company introduced ClientBooks, a do‑it‑yourself bookkeeping platform. Mastercard’s case study describes ClientBooks as an offshoot of 1‑800Accountant that enables small‑business owners to manage bookkeeping on their own while still receiving support from the firm. The platform is comparable to established accounting software like Xero (company) or QuickBooks but is designed to integrate seamlessly with 1‑800Accountant’s portal[5]. ClientBooks was developed in partnership with the open‑banking provider Finicity, which supplies secure data feeds, and that the software allows clients to interact directly with the firm without lengthy data entry or major “crunch times” for quarterly reports[5]. By automating data imports and syncing with the firm’s systems, ClientBooks aims to keep clients “tax‑ready” year‑round and free up accountants to provide more strategic advice.
Agentforce and AI‑driven support
In March 2025 Salesforce announced that 1‑800Accountant adopted Agentforce, a digital‑labor platform that uses artificial intelligence to answer routine customer inquiries. Salesforce’s press release highlighted that, during peak tax season, 1‑800Accountant expected client growth of around 40% and needed to maintain high service levels.[9]. According to the release, Agentforce provided 24/7 assistance and was able to resolve up to 50% of incoming client requests, freeing human accountants to focus on more complex tasks[9]. The platform uses data from Salesforce’s Sales Cloud, Service Cloud and Data Cloud to deliver immediate answers to tax questions such as allowable deductions and refund status. Salesforce representatives described the partnership as enabling 1‑800Accountant to scale service while preserving personalized support[9]
Clientele and market
1‑800Accountant primarily serves small and medium‑sized businesses, startups and self‑employed professionals. Brainz Magazine notes that the firm is among the largest virtual accounting providers in the United States[2]. The company serves clients with one employee as well as those with up to 50 or more employees and has over 50 accountants on staff[1]. Industries listed as part of the client base include accommodation and hospitality, construction and trades, e‑commerce, finance and insurance, healthcare, professional services, real estate, and retail.
1‑800Accountant has 50–249 employees, and operates from three locations (New York, Largo FL and Bellevue WA).[4]. Clutch lists an overall review rating of 4.5 out of 5 across 31 verified reviews[4]
Reputation and accreditation
The Better Business Bureau accredits 1‑800Accountant and assigns the firm an A‑ rating[3]. The BBB profile lists 504 complaints filed against the business and notes that the company has committed to upholding BBB standards. Client review platforms provide generally positive assessments: Clutch’s 4.5/5 rating comes with high marks for quality, schedule and willingness to refer[4], while TRUiC cites strong customer satisfaction in its coverage[7].
Notes
1‑800Accountant should not be confused with similarly named businesses such as local tax offices that use “1‑800” numbers. The company operates under the alternate names “1‑800‑Accountant” and “1800Accountant,” as listed in BBB records.[3]
References
- ↑ 1.0 1.1 1.2 1.3 "Find the Perfect Accountant or Bookkeeper for Your Business". Gusto Partner Directory. Retrieved 2025-12-22.
- ↑ 2.0 2.1 2.2 2.3 Magazine, Brainz (2024-07-23). "Brendon Pack CEO of 1-800Accountant Discusses Virtual Accounting in Business Today". Brainz Magazine. Retrieved 2025-12-22.
- ↑ 3.0 3.1 3.2 3.3 3.4 "1-800Accountant | BBB Business Profile | Better Business Bureau". www.bbb.org. Retrieved 2025-12-22.
- ↑ 4.0 4.1 4.2 4.3 "1-800Accountant". clutch.co. Retrieved 2025-12-22.
- ↑ 5.0 5.1 5.2 5.3 5.4 5.5 "1-800Accountant: Small Business Accounting - Mastercard". Mastercard. Archived from the original on 2025-12-11. Retrieved 2025-12-22.
- ↑ 6.0 6.1 "1-800Accountant Adopts Salesforce's Agentforce to Scale Expertise During Tax Season Surge, Now Resolving 50% of Customer Support Inquiries with Digital Labor". Salesforce. Archived from the original on 2025-04-07. Retrieved 2025-12-22.
- ↑ 7.0 7.1 7.2 7.3 7.4 7.5 "1-800Accountant Review 2025 | TRUiC". howtostartanllc.com. 2024-12-09. Retrieved 2025-12-22.
- ↑ Morgan, Jon (2023-12-21). "1-800Accountant Review (2025) A Complete LLC Report". Retrieved 2025-12-22.
- ↑ 9.0 9.1 9.2 "1-800Accountant Adopts Salesforce's Agentforce to Scale Expertise During Tax Season Surge, Now Resolving 50% of Customer Support Inquiries with Digital Labor". Salesforce. Archived from the original on 2025-04-07. Retrieved 2025-12-22.
This article "1-800Accountant" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:1-800Accountant. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
