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ZipBooks

ZipBooks Rating:
4.5/5

Features

  • Customer Experience & Support - 8.5/10
    8.5/10
  • Pricing & Value - 9/10
    9/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 8.5/10
    8.5/10
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Rating Breakdown

Our Rating: 4.5/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

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Who Zipbooks Is For

ZipBooks is a really great option for attorneys who want to hand their bookkeeping off to someone else, especially if you decide to go for their Services Package

ZipBooks Features

Website
 zipbooks.com
Apps
  • iOS
  • Web
Starting Price
 Free
Free Trial
✓
Bookkeeping
Double-entry bookkeeping.
✓
Connect Bank Accounts
Link your bank accounts for up-to-date transaction information with little or no manual data entry.
✓
Billing/Invoicing
✓
Online Payments
This means the ability to accept credit card or echeck payments within your accounting software, either through its own payment portal or via a third-party integration like PayPal or Square. Most online payments involve a separate processing fee.
✓
Timekeeping
✓
Mileage Tracking
Keep track of miles traveled visiting clients or heading to the courthouse, making it easier to tally for taxes or billing purposes or add to your expense reports.
✗
Bill Payment
Pay your firm's bills without leaving your accounting software.
✗
Statement Reconciliation
Helps with the complex task of balancing your business accounts. Does not necessarily include more advanced reconciliation features like three-way trust account reconciliation.
✓
Payroll
Payroll includes automatically calculating employee taxes, printing checks, and paying by direct deposit.
✗
Tax Preparation
Some accounting software can also be used to prepare taxes for your firm so you can review, approve, and even pay your taxes all in one place.
✓
Reporting
Businesses need reports to help assess key business performance indicators like profit and accounts receivable. Some products have more robust reporting features than others.
✓
Foreign Currencies
✓
Check Printing
✗
Contact Management
Store contacts for invoicing or billing purposes.
✓
User Management
Manage multiple users, including your accountant and tax preparer, or multiple billers or timekeepers at the firm.
✓

Things You Might Want to Know About ZipBooks

Machine Learning. As you start repeating transactions, clients, and vendors, ZipBooks will start to recognize those transactions and begin tagging those transactions and contacts automatically. From those tags, you can make transactions and accounts easier to find and create customized reports.

Security. ZipBooks uses data centers to store your data that have on-site security guards and biometrics to restrict access only to authorized individuals. They also have third-party security experts run routine audits to make sure their security measures are up to the highest industry standards. Your data is backed up in a number of different locations so you’ll always have cloud access as long as you have a connection.

Payroll. While ZipBooks does not have payroll features, they work closely with Gusto (and are working on a Gusto integration) to manage your payroll needs. If you use a different payroll provider, ZipBooks can help you import that data into its software as well.

Page edited by the Lawyerist editorial team. Last updated July 1st, 2020.

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