The accounting platform built for therapists

Heard's expert guidance and innovative tools save you time and money while empowering you to build the practice of your dreams.

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Therapist to Therapists

Special Offer: Members of the Therapist to Therapists Community Save $300 on Heard's Annual Plan*

Streamline your bookkeeping and taxes

Done-for-you Bookkeeping

Heard handles your monthly bookkeeping and provides easy-to-understand reports so you can get a full picture of the money you spend and earn.

Year-Round Tax Support

We handle your quarterly tax payments and reminders, annual return filings, and expense tracking to maximize deductions.

Unlimited Support From Experts

Get 24/7 tax and financial guidance through the Heard platform, with responses guaranteed within 1 business day.

Dr. Erica Simon

Heard is truly a company dedicated to therapists like me, who are not accountants and wish to never be. I cannot recommend Heard highly enough!

Dr. Erica Simon

Licensed Clinical Psychologist
MANAGE YOUR FINANCIALS WITH HEARD

A simple accounting experience, built for therapists

Book a free consult
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Onboarding

Get started with Heard

Sign up, connect your bank account(s), and attend a group onboarding session to get set up on Heard with the option to schedule a 1:1 follow up session.
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SMART Bookkeeping

Get your books organized

We’ll automatically categorize your historical transactions and check them against your statements, with your dedicated bookkeeping team reviewing for accuracy. You get a clear, ongoing picture of your business income and expenses to inform business decisions and accurate tax payments.
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YEAR ROUND TAX SUPPORT

Stay on top of your tax payments

Leave your taxes to us – from quarterly estimates to comprehensive annual returns. Our platform and tax experts analyze your finances to deliver accurate quarterly estimates and identify all available deductions. 

We manage your complete tax preparation, ensuring you never miss a deadline while maximizing every tax advantage available to you.
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REAL TIME FINANCIAL INSIGHTS

Track your money with confidence

Heard provides easy-to-understand reports so you can get a full picture of the money you spend and earn.See how much income and profit you make monthly. Identify slower months. Use that information to anticipate slower times of year so you can plan ahead.



Set goals to increase profit. Now that you know where you stand, decide if you want to add sessions, diversify your income streams, or adjust your rates.

One place to manage your finances

Join the thousands of therapists that choose Heard for stress-free finances. Our plans are 100% tax deductible.

*This promotion does not apply to starter plan. It is only applicable for the annual plan with annual billing.

Annual Plan
Save 15%
Save 15%
Partners receive an extra 15% discount on annual Pricing*

Starter

Done-for-you bookkeeping for therapists just getting started. For practices making less than $50,000/year.
Annual Plan
Save 15%
Save 15%
$50/mo
$600 billed annually
Monthly billing available.
Get Started
Bookkeeping
Monthly done-for-you bookkeeping
Complete monthly bookkeeping service where our platform and your dedicated bookkeeping team keeps your books up-to-date, organized, and accurate.
Connect multiple business bank accounts
Easily sync all your business checking, savings, and credit card accounts via a secure integration for complete financial tracking in one place.
Dedicated bookkeeping team
Your dedicated bookkeeping team reviews your transactions that are automatically categorized by the Heard platform to ensure accuracy and handles account reconciliation for your practice.
Year-end tax ready books
Your books are organized and prepared for seamless annual tax filing within the Heard platform (must upgrade to essential or premium plan if Heard tax prep and filing is required or work with outside tax preparer).
Tax deduction tracking
We categorize and track all business expenses to ensure you capture every eligible tax deduction.
REPORTS & tracking
Monthly income, expense, and profit  reports and tracking
Get easy-to-understand financial reports showing your practice's performance, cash flow, and profitability trends over time.
Profit and loss statements
Get professional P&L statements that clearly show your income, expenses, and net profit for tax purposes and business planning.
Profit allocation guide
A planning tool that helps you determine how to distribute your profits across taxes, savings, retirement and more based on your financial situation.
Real-time income tracking and goal monitoring
Track your income in real-time and monitor progress toward an annual income goal throughout the year.
Expert SUPPORT
Assisted onboarding with specialists
Group and one-on-one setup help from our team to get your account setup correctly from day one.
Unlimited messaging support for bookkeeping and general platform questions
Get help with day-to-day bookkeeping, platform features, and general business questions. Tax support not included, must upgrade to premium or essential plan.
Webinar Q&A sessions
Group webinar sessions where you can ask questions and learn best practices for managing your Heard account.
Partners receive an extra 15% discount on annual Pricing*

Essential

Done-for-you bookkeeping, financial reports, and year-round taxes for solo sole proprietors.
$169/mo
$2,028 billed annually
Monthly billing available.
Get Started
Everything in Starter, plus:
TAXES
Quarterly tax estimates and payment guidance
Every quarter, we calculate your estimated state and federal tax payments, remind you when to pay so you never miss a deadline, and provide step-by-step guidance on how to pay.
S corp election guidance and support
We'll assess if S corp is right for your practice via a personalized readiness report. If S corp makes sense, we’ll file Form 2553 for you to elect your therapy practice to be taxed as an S corporation by the IRS. We help you meet S corporation requirements: Incorporation and EIN changes.   
Personal income tax prep and filing
Our team files your annual state and federal personal income tax return (1040). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings. If needed, we prepare and file your joint tax return with your spouse. We cannot file for the spouse if they are filing separately.
Document management and automated filing reminders
Secure storage for all your tax documents with automatic reminders when it's time to file quarterly estimates and annual returns.
Free tax extension filing support (as needed)
If you need more time to file your taxes come annual tax season, we'll handle filing extensions at no additional cost to keep you compliant with deadlines. We will establish a deadline for when you must file an extension request by.
Expert SUPPORT
Unlimited messaging and live phone support for all financial matters
Full access to our tax and accounting specialists via both messaging and phone for bookkeeping, tax, and financial questions. Call into our live phone support anytime from Monday-Friday, 8 AM to 8 PM EST. It is most convenient for quick questions between client sessions.
Partners receive an extra 15% discount on annual Pricing*

Premium

Done-for-you bookkeeping, financial reports, year-round taxes, and payroll for group practices and S corps.
$255/mo
$3,060 Billed annually
Monthly billing available.
Get Started
Everything in Essential, plus:
TAXES
Business income tax prep and filing
Our team files your annual state and federal business income tax return (Form 1120S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
S CORP COMPLIANCE
S corp compliance with salary and distribution guidance
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren't compliant with S corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.

We'll review your reasonable salary to make sure you're paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice's profits and overall business success.
Payroll setup and management
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard so you can stay compliant as an S corp. Payroll for yourself is included ($45/mo value). Additional employees will cost $6/mo per employee.
Accountable plan creation and compliance
We create an IRS-compliant Accountable Plan allowing your S-Corp to reimburse home office, mileage, cell phone, and internet expenses without creating taxable income. Includes policy documentation, corporate resolutions, and compliance guidance.
GROUP PRACTICE SUPPORT
Payroll setup and management for yourself and employees
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard so you can stay compliant as an S corp and easily pay yourself and employees. Payroll for yourself is included if you are an S corp ($45/mo value). Additional employees will cost $6/mo per employee.

Which plan is right for me?

Here are some definitions to help you determine which plan is right for you.
Your practice is a Sole Proprietorship or Single Member LLC
If you start seeing clients without forming an LLC, then you’re taxed as a sole proprietor. You have one tax return (Form 1040) which you submit with a Schedule C to report your self-employment income and expenses.

If you form an LLC, then you’re still taxed as a sole proprietor, unless you elect to be taxed as an S corporation by the IRS.
Your practice is an S Corporation
If you’re taxed as an S Corporation, then you have two tax returns. You file a business tax return (Form 1120-S) and personal tax return (Form 1040).
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In order to be taxed as an S corporation, you need to first form an LLC (or professional corporation in CA) and then submit Form 2553 to the IRS.
Still not sure? Book a free demo with our team and we’ll help you pick the right plan for your practice.
CloseBook a demo