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Bookwits

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Overview

Bookwits 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Bookwits
Bookwits
5.0
(3)

Pricing

Starting at CA$49.99 per month

About Bookwits

Bookwits is a practice management platform designed for accounting professionals that streamlines accounting workflows by offering features tailored to Canadian tax regulations and business practices. Bookwits caters to accounting firms and individual practitioners, helping businesses manage clients, tasks and operations.

The platform includes client management tools to onboard new clients, communicate and manage tasks. It also has task tracking capabilities to help professionals stay on top of deadlines and responsibilities. Bookwits enables team collaboration by allowing users to grant customized access to team members. The platform's cloud-based document storage allows accounting firms to share financial information with clients and team members safely.

Bookwits includes lead generation tools to capture, track and convert potential leads. The platform also features email tools such as templates, custom signatures and automated reminders, which streamline the email workflow. By centralizing client information, tasks, documents and emails in a centralized platform, Bookwits optimizes productivity and efficiency.

Bookwits Screenshots

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Bookwits Pricing and Plans

Starting price: CA$49.99 per month
Free Trial
Free Version

Business

CA$49.99

flat rate, per month

Plan includes:

  • Access to all basic features
  • Client Management
  • Task Management
  • Document Management
  • Email Tracking
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Bookwits Features

  • Popular features found in Accounting Practice Management
    Billing & Invoicing
    Client Management
    Due Date Tracking
    For CPA Firms
    Project Management
    Time Tracking
  • More features of Bookwits
    Accounting
    Activity Dashboard
    Client Portal
    Document Management
    Document Storage
    Email Management
    For Accountants
    Reminders
    Secure Data Storage
    Status Tracking
    Task Management
    Timer
    Workflow Management

Bookwits User Reviews

Overall Rating

5.0

Ratings Breakdown

5

100%

4

0%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used Bookwits and would like to share your experience with others?

Ryan's profile

Ryan P.

Verified reviewer

Accounting

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed October 2025

Great software, highly recommend!

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I really appreciate that this is a Canadian company creating software specifically for Canadian bookkeepers. The platform is clean, intuitive, and easy to navigate, which helps us stay organized with all of our clients. Their support team is quick to respond, and they implemented a feature I requested within just a few hours.
Cons:
To be honest, nothing so far. Everything has been smooth and efficient, and I appreciate how well things are going at this stage.

Reasons for choosing Bookwits

I liked that it was a Canadian company who was billing in CAD. The clean look of the software was great too, it didn't make me feel overwhelmed.

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AB

Ana B.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed July 2025

Great app for bookkeepers

5

My experience has been really good so far. It helps me stay organized and makes my day-to-day work easier. I was looking for such app for some time. Some were too complicated or too pricey, but Bookwits is great in all aspects.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I really like that everything is in one place: clients, tasks, documents. It saves me so much time. The layout is clean and easy to use and it’s made just for bookkeepers, which is great. I especially love the client lists and how easy it is to keep track of what I need to do.
Cons:
There are still a few small things being worked on since it’s a newer app, but nothing major. The team seems to be fixing things quickly and they’re open to feedback, which I appreciate.

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RP

Rosty P.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 6 months

Review source

Reviewed October 2025

My Take on Bookwits

5

Bookwits is refreshingly simple—clean, intuitive, and easy to set up. The email integration sold me on this platform: the setup was incredibly fast and seamless, and everything just worked without any hassle. If the rest of the platform continues to function as smoothly as the email integration does, this will be one of the easiest tools I have ever implemented.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Bookwits shows great potential, especially for Canadian bookkeeping and accounting practices. It fulfills many essential criteria: •Tailored for local needs, including tax, deadlines, and workflow •A unified, “all-in-one” design •Simplicity and ease of use •Affordable pricing based on the included features
Cons:
Bookwits is designed specifically for Canadian companies, which makes it highly aligned with our local needs. However, this focus can feel somewhat limiting if you have clients across the border. The team is currently working on adding U.S. functionality, which should enhance its flexibility in the future.

Reasons for choosing Bookwits

Bookwits stands out from many global tools because it is specifically designed for Canadian accounting and bookkeeping practices. This means it aligns perfectly with our actual workflows, eliminating the need to adjust U.S.-focused systems. It's user-friendly without being restrictive, affordable without compromising quality, and created by individuals who understand our market. This combination of simplicity, targeted functionality, and local relevance made it an obvious choice for us.

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Showing 1 - 3 of 3 Reviews

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