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Bookkeeping, taxes, banking, and payroll built for therapy practices

From $139/mo, billed monthly Visit Website
Tracked since 2026

The Bottom Line

Price
From $139/mo, billed monthly. Compare plans

Key facts

  • Bookkeeping, tax filing, and financial guidance tailored specifically to therapists and wellness professionals in private practice.
  • Automatically syncs business bank accounts, categorizes transactionssss for therapy-specific deductions, and provides monthly financial reports.
  • Includes access to a dedicated team of tax and accounting experts who only work with therapy practices, with support for S corps, multi-state licenses, and group practices.

Pros

  • Experts understand the unique tax deductions and financial challenges of therapy practices
  • Saves significant time with automated transaction syncing and categorization
  • Year-round support with quick responses from accounting professionals

Cons

  • Only available to mental health and wellness practitioners in private practice, not general small businesses
  • Pricing is subscription-based with no free tier and may be costly for low-volume or new practices

What is Heard?

Heard is a financial management platform and service built exclusively for therapists and wellness professionals in private practice. It combines software with a team of tax and accounting experts who specialize in therapy practices to handle bookkeeping, tax preparation, banking, and payroll. The platform automatically syncs transactions from connected bank accounts, categorizes them using categories relevant to therapy practices, and provides real-time income and expense tracking, monthly profit reports, and quarterly tax estimates. Annual tax filing for federal and state returns is included in higher-tier plans, with support for S corp elections, multi-state licensing, and year-round messaging with a dedicated support team. Heard aims to save therapists time on financial record keeping (reported as 60 hours per year) and reduce stress around tax compliance.

Preview

Key Features

  • Automated bookkeeping with monthly review by a dedicated bookkeeper
  • Tax filing for personal and business returns (including S corp and group practice)
  • Real-time income and expense tracking with goal monitoring
  • Integrated business checking, savings, and debit card (Heard Banking)
  • Estimated quarterly tax payments calculated from live book data

Pricing Plans

Pricing checked Oct 27, 2026. Source: joinheard.com/pricing, read Oct 27, 2026

Heard plans and prices, checked October 2026
Plan Price Details
Lite

$139 / mo

  • Quarterly tax estimates and payment guidance
  • S corp election guidance and support
  • Dedicated support team with 24-hour response
+11 more
  • Monthly done-for-you bookkeeping
  • Connect multiple business bank accounts
  • Year-end tax-ready books
  • Tax deduction tracking
  • Monthly income, expense, and profit reports
  • Profit and loss statements
  • Profit allocation guide
  • Real-time income tracking and goal monitoring
  • Business checking, savings, and debit card
  • Auto-categorized transactions
  • Separate accounts for taxes, savings, and owner draws
Essential

$189 / mo

  • All Lite features
  • Personal income tax prep and filing
  • Joint return filing for married couples
+4 more
  • Dedicated relationship manager and tax expert
  • Document management and automated filing reminders
  • Free tax extension filing support
  • Tax Package Savings
Essential (S Corp/Group)

$299 / mo

  • All Essential features
  • Business income tax prep and filing (Form 1120-S)
  • S corp compliance with salary and distribution guidance
+3 more
  • Accountable plan creation and compliance
  • Payroll setup and management (add-on)
  • Group practice support

Is Heard worth the price?

Good value

Heard's pricing is on the higher end for bookkeeping but includes comprehensive tax services, making it fair for therapists who want an all-in-one solution.

The Essential tier at $189/mo offers the best value with personal tax filing included, while the S Corp/Group tier at $299/mo justifies its cost for business tax prep. Best for therapists who want to outsource both bookkeeping and tax compliance.

Full Heard pricing: every plan, hidden costs and alternatives

How Heard's pricing compares

At $139/mo, billed monthly, Heard is the most premium of its 3 comparable direct competitors.

$15
Heard
$139

Not ranked, different unit or currency: Xero $27/mo flat, whole organisation, billed monthly; Wave $19/mo flat, whole organisation, billed monthly.

Entry paid plan, monthly price, billed monthly. Pricing checked Oct 27, 2026.

Email me when Heard changes its price

One email per change, found on the vendor's own pricing page. Unsubscribe any time.

Heard by the numbers

Toolradar data: Heard's entry paid plan ($139/mo, billed monthly) ranks #18 of 20 for price among the Tax Software tools with a verified entry price and no stated unit, where the median is $29.96/mo. As of Nov 2026.

Heard compared with 44 Tax Software tools on Toolradar, as of Nov 2026
Metric Heard Peer median Position (1 is best)
Entry paid plan $139/mo, billed monthly $29.96/mo #18 of 20 tools with no stated price unit, verified price
Free plan No 16 of 44 have one n/a

Each position is counted among the tools that have data for that row, as noted under it. A lower entry price ranks higher; prices are read on vendor pages and compared only with tools priced on the same basis. All Tax Software data · How we compute this. Advertising and placement fees are not inputs to any position.

Cite this: Toolradar, “Heard by the numbers”, Nov 2026.

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Heard FAQ

How does Heard help therapists manage their practice finances?

Heard is a financial management platform built exclusively for therapy practices, combining software with tax and accounting experts. It automatically syncs transactions from connected bank accounts, categorizes them using therapy-relevant categories, and provides real-time income and expense tracking. It also includes monthly profit reports, quarterly tax estimates, and can save therapists around 60 hours per year on financial record keeping.

How does Heard compare to QuickBooks for a therapy practice?

Unlike general-purpose tools like QuickBooks, Heard is designed exclusively for therapists and wellness professionals in private practice. Heard's experts understand the unique tax deductions and financial challenges of therapy practices, and it offers year-round support with quick responses from accounting professionals.

What are the main limitations of using Heard?

Heard is only available to mental health and wellness practitioners in private practice, not general small businesses. It is a subscription-based product with no free tier, and the pricing may be costly for low-volume or new practices.

What kind of user benefits most from Heard?

Heard is best suited for therapists and wellness professionals in private practice who want to reduce time spent on bookkeeping and tax compliance. It is particularly valuable for those who want expert support from accountants who specialize in therapy practice finances.

How is Heard priced?

Heard uses a subscription-based pricing model with no permanently free tier. Higher-tier plans include annual federal and state tax filing, and the cost may be higher for low-volume or new practices.

Does Heard include payroll and banking services?

Yes, Heard combines bookkeeping, tax preparation, banking, and payroll into one platform designed for therapy practices. It includes automated transaction syncing and categorization, along with expert accounting support.

How does Heard handle annual tax filing?

Heard includes annual federal and state tax filing in its higher-tier plans. It also supports S corp elections, multi-state licensing, and provides year-round messaging with a dedicated support team.

How does Heard pricing compare with other Tax Software tools?

Heard's entry paid plan ($139/mo, billed monthly) ranks #18 of 20 for price among the Tax Software tools with a verified entry price and no stated unit, where the median is $29.96/mo. Prices are read on each vendor's own pricing page and compared only with tools priced on the same basis. Source: Toolradar, Nov 2026.

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