Inicio rápido
Esta guía abarca todas las funciones de Heard:
- Empezando — Create your account and connect your practice bank data
- Cómo utilizar la contabilidad — Monthly books handled by a team that knows private practice
- Cómo utilizar los impuestos — Federal and state filing included in your plan
- Cómo utilizar la nómina — Automatic salary runs with tax withholding built in
- Cómo utilizar la elección de corporación S — A break-even check before you change your tax status
- Cómo usar el soporte y la comunidad — Direct contact with humans plus a peer community
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have run Heard inside a working private practice for over a year and tested every feature covered here.
Este tutorial se basa en el uso práctico real, no en capturas de pantalla del fabricante.
Contabilidad concepts barely shift in a decade, but the tools around them change every year.
Heard is contabilidad software built for one job: keeping therapy practices financially organized.
Most therapists only ever touch the monthly reports.
That is a disappointing use of a platform that can handle far more of the work.
This article shows you how to use every major feature.
Every section breaks the steps down with screenshots and practical tips.
Tutorial escuchado
This How to use Heard tutorial walks through each part of the platform, from your first login to the settings that separate casual users from confident ones.
Escuchó
Stop losing evenings to spreadsheets. Heard pairs teneduría de libros, tax filing, and payroll with accountants who work only with therapists. Your books stay current and your questions get real answers.
Primeros pasos con Heard
Before any feature makes sense, finish this one-time setup.
Tarda unos tres minutos.
These steps ensure your first month closes without surprises.
Here is what the first month actually felt like:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Heard website and click Get Started.
Enter your email, your state, and your practice type.
The sign up flow asks whether you are a sole proprietor, an LLC, or already an S corp.
✓ Control: Su bandeja de entrada should hold a confirmation message within a minute.
Step 2: Connect Your Business Bank Account
Link the account your practice actually uses for deposits and expenses.
Heard reads transactions only. It cannot move your money.
Conecta tu negocio credit card in the same screen if you carry one.
✓ Control: Transactions from the last 90 days should appear in your dashboard.
Step 3: Finish Onboarding With Your Team
You get matched with a bookkeeper and book a short onboarding call.
Bring last year’s tax return and your current entity paperwork.
Set your fiscal preferences in settings before the first close.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
How to Use Heard Bookkeeping Tool
Teneduría de libros lets you hand off your monthly books to contadores who only work with therapists.
Most therapists lose hours every month sorting charges they barely remember. Clean books are the foundation for every other financial decision you make.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the Transactions Tab
Click Transactions in the left sidebar.
Every synced charge and deposit lands here first.
Step 2: Review the Categories Your Team Assigned
Your bookkeeper sorts various types of practice expenses into the right categories.
You only confirm the ones flagged as unclear.
Así es como se ve:
✓ Control: Every transaction shows a category and no red flags remain.
Step 3: Close the Month
Click Confirm once the flagged items are cleared.
Your profit and loss report updates the same day.
✅ Resultado: Your books are current and your profit picture is honest.
💡 Consejo profesional: Keep one bank account for the practice and one for personal life. Mixed accounts create the messiest books I have seen.
Cómo utilizar los impuestos de Heard
impuestos lets you file federal and state returns without hiring a separate tax preparer.
Tax season is where a disorganized practice gets expensive. Keeping filing inside the same platform prevents the handoff mistakes that create real concerns later.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the Taxes Dashboard
Select Taxes from the sidebar to see your current year status.
Quarterly estimate due dates sit at the top.
Paso 2: Sube tus documentos
Drop in 1099s, prior returns, and any personal income datos.
Missing documents show as a checklist, so nothing gets lost.
Así es como se ve:
✓ Control: Your document checklist reads complete with no missing items.
Step 3: Approve and File
Your preparer drafts the return and sends it for review.
You approve inside the dashboard, and they file federal and state.
✅ Resultado: Your federal and state returns are filed without a separate preparer.
💡 Consejo profesional: Upload documents the week they arrive. Therapists who wait until March always find something missing.
Cómo usar Heard Payroll
Nómina de sueldos lets you pay yourself a reasonable salary on a schedule that runs itself.
Paying yourself properly matters more than most new practice owners expect. Payroll turns it into a background process you never have to think about.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Turn On Payroll in Settings
Payroll unlocks once your S corp election is active.
Sole proprietors take owner draws instead, which is normal.
Step 2: Set Your Reasonable Salary
Enter the salary figure your accountant recommends.
The tool calculates withholding and the employer portion for you.
Así es como se ve:
✓ Control: A pending pay run appears with the correct net amount.
Step 3: Run the First Cycle
Pick a pay schedule and click Run Payroll.
Filings and deposits happen automatically after that.
✅ Resultado: You pay yourself on a schedule that runs without your attention.
💡 Consejo profesional: Set your salary once and revisit it each January. Changing it mid year complicates your filings.
Cómo utilizar la elección de Heard S Corp
Elección de corporación S lets you see whether an S corp would actually save you money before you file.
S corp status is oversold online. This feature is real problem solving with your actual numbers, not general advice recycled from a forum.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Open the S Corp Calculator
Find it under Tax Planning in your dashboard.
It pulls your real revenue instead of asking you to guess.
Step 2: Compare the Two Scenarios
The screen shows self-employment tax against S corp tax side by side.
Payroll and filing costs are already subtracted from the savings.
Así es como se ve:
✓ Control: You can see a clear break even number in dollars.
Step 3: Request the Election
Click Request Election if the numbers favor the switch.
Your team prepares Form 2553 and tracks the deadline.
✅ Resultado: You know whether an S corp saves you money this year.
💡 Consejo profesional: Run the calculator again after any big revenue change. The break even point moves with your income.
Cómo utilizar el apoyo y la comunidad de Heard
Soporte y comunidad lets you ask a person your money questions instead of guessing from an article.
Software cannot answer every question about your practice. Sometimes you need a person who will listen to your situation, and Heard treats its customers as practice owners before software users.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Message Your Team Directly
Use the chat panel in the bottom corner of any screen.
Replies land in one business day during normal weeks.
All communication stays inside the platform, so answers never get buried in email.
Step 2: Search the Resource Library
Watch the short training videos or read a guide before you write a message.
For example, the deduction resources cover home office rules that trip up telehealth providers.
Así es como se ve:
✓ Control: Your message shows a read receipt from your bookkeeper.
Step 3: Join the Therapist Community
Request access to the private member group from your settings page.
Other practice owners answer questions the help docs skip.
✅ Resultado: You have a direct line to people who understand practice finances.
💡 Consejo profesional: Ask your bookkeeper about deductions specific to telehealth. That conversation alone paid for my first month.
Consejos y atajos de profesionales
After a year of steady use, these are the habits that saved me the most time.
None of these techniques are hidden, but almost nobody uses them effectively.
Small habits improve your monthly close more than any single shortcut.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global abierta | Ctrl + K |
| Jump to transactions | G y luego T |
| Ir a los informes | G y luego R |
| Abrir chat de soporte | Ctrl + / |
Características ocultas que la mayoría de la gente pasa por alto
- Transaction rules: Teach the tool to categorize recurring charges once, and it repeats the logic forever.
- Report exports: Send a clean profit and loss to a lender or landlord in two clicks.
- Owner draw tracking: Separate personal transfers from real business spending so your margins stay accurate.
- Deadline reminders: Turn on email alerts in settings and never miss a quarterly estimate again.
Errores comunes que debes evitar
Mistake #1: Mixing personal and practice spending
❌ Incorrecto: Paying for groceries and client software from the same debit card.
✅ Derecha: Open a dedicated business account before your first month closes. Clean data in means clean reports out.
Mistake #2: Treating the dashboard as read only
❌ Incorrecto: Ignoring flagged transactions because someone else will sort them out.
✅ Derecha: Clear flags weekly. Ten minutes of focus keeps your monthly close from turning into an hour.
Mistake #3: Electing S corp status too temprano
❌ Incorrecto: Switching because a colleague said it saves everyone money.
✅ Derecha: Run the calculator first. Below roughly forty thousand in profit, the payroll cost usually cancels the savings.
Solución de problemas de escucha
Problem: Bank connection keeps dropping
Causa: Your bank rotates security tokens, and multi factor prompts expire quietly in the background.
Arreglar: Reconnect from Settings, then approve the prompt on your phone within sixty seconds.
Problem: Transactions are missing from a past month
Causa: The initial sync usually pulls a limited history window rather than your full account.
Arreglar: Export a CSV from your bank and send it to your team through chat. They import it manually.
Problem: Your S corp election was not accepted
Causa: Form 2553 has strict deadlines, and late filings need relief language attached.
Arreglar: Contact your team immediately. Late election relief is often available, but only if you move quickly.
📌 Nota: If none of these fix your issue, Heard support responds through the in-app chat. Raise billing or data concerns there too.
¿Qué es Heard?
Escuchó is accounting technology built for therapists, counselors, and other mental health professionals in private practice.
Think of it as an accounting firm and a bookkeeping app sharing one login.
Therapists work inside healthcare, where patient care comes first and paperwork comes last.
The platform serves a narrow community on purpose.
General tools serve many industries at once, so they rarely understand how a therapy practice earns and spends.
Heard shapes its services around the way a small clinical organization actually runs.
Incluye estas características clave:
- Teneduría de libros: Your transactions get categorized every month by a real bookkeeper, not a bot.
- Impuestos: Quarterly estimates and annual filing are handled inside the same account.
- Nómina de sueldos: Run payroll for yourself or a small clinical team without a second app.
- Elección de la corporación S: Heard models your numbers and tells you if the switch is worth it.
- Soporte y comunidad: Message your team, book calls, and compare notes with other therapists.
The main benefit is simple. Your financial admin stops competing with your clinical hours.
That trade is a positive one for nearly every practice owner I have spoken with.
For a full breakdown, read our Reseña escuchada.
Precios escuchados
Here is what Heard costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Básico | $169/mes | Solo therapists who need bookkeeping and tax filing handled |
| De primera calidad | $255/mes | Practices running payroll, an S corp, or more complex books |
Prueba gratuita: No free tier. Heard offers a free consultation call before you commit.
Garantía de devolución de dinero: Plans are billed annually or monthly, and you can cancel before renewal.
💰 Mejor relación calidad-precio: Essential — it covers the work most solo therapists actually need, and you can move up when payroll enters the picture.
Compare that against a local accountant plus separate software before you decide it is expensive.
Both plans are supported by the same accounting team, so you invest in fewer admin hours rather than more features.
Heard vs. Alternativas
How does Heard compare? Here is the competitive landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Escuchó | Terapeutas en consulta privada | $169/mes | ⭐ 4 |
| QuickBooks En línea | General pequeña empresa books | $38/mes | ⭐ 4.4 |
| Práctica sencilla | Clinical practice management | $29/mes | ⭐ 4.4 |
| Xero | Accountant-friendly bookkeeping | $20/mes | ⭐ 4.3 |
| Contabilidad GreenOak | Done-for-you firm service | Costumbre | ⭐ 4.5 |
| Ola Contabilidad | Very small or brand-new practices | $0/mes | ⭐ 4.0 |
Selecciones rápidas:
- Mejor en general: Heard — nothing else pairs therapy-specific accountants with working software.
- Mejor presupuesto: Wave Accounting — free books for a practice still finding its footing.
- Ideal para principiantes: Heard — the onboarding call removes most of the guesswork.
- Best for clinical admin: SimplePractice — notes, scheduling, and client billing in one place.
🎯 Alternativas escuchadas
¿Buscas alternativas a Heard? Aquí tienes las mejores opciones:
- 🚀 QuickBooks en línea: The default general accounting platform. Deep reporting and integrations, but you supply the therapy context yourself.
- 🎯 Práctica sencilla: Built for clinical practice management. Handles notes, scheduling, and billing, with lighter bookkeeping than Heard.
- 💼 Xero: Clean interface and strong bank feeds. Popular with accountants across many industries, not therapy specifically.
- 🧠 Contabilidad GreenOak: Human-first accounting firm serving private practice owners. More custom, more expensive, less software.
- 💰 Contabilidad de olas: Free invoicing and basic books. A reasonable starting point when your practice is very small.
Para ver la lista completa, consulte nuestra Escuché alternativas guía.
⚔️ Escuchado Comparado
Here is how Heard stacks up against each competitor:
- Heard vs QuickBooks Online: Heard wins on therapy-specific setup. QuickBooks wins on raw reporting depth and third-party integrations.
- Heard vs SimplePractice: Different jobs. SimplePractice runs your client work; Heard runs your books, taxes, and payroll.
- Heard contra Xero: Xero is cheaper software. Heard is cheaper than Xero plus a separate accountant and tax preparer.
- Heard contra GreenOak Accounting: GreenOak gives more personal attention. Heard gives a predictable monthly price and a real dashboard.
- Contabilidad Heard vs. Contabilidad Wave: Wave costs nothing but does nothing for you. Heard does the work and files the returns.
Empieza a usar Heard ahora
Aprendiste a usar todas las funciones principales de Heard:
- ✅ Contabilidad
- ✅ Impuestos
- ✅ Nómina
- ✅ Elección de corporación S
- ✅ Apoyo y comunidad
Siguiente paso: Pick one feature and try it today.
Most therapists start with Bookkeeping.
It takes less than five minutes to create your first clean month.
Financial problem solving gets easier once your reports align with what your bank actually shows.
Develop the habit early and those skills carry into every year that follows.
Preguntas frecuentes
¿Merece la pena Heard para los terapeutas?
Heard is worth it if bookkeeping and taxes already eat your evenings. Solo therapists earning steady income save the most time and money.
¿A qué se dedica Heard?
Heard handles bookkeeping, tax filing, payroll, and S corp guidance for therapists. One team manages the whole financial side of your practice.
¿Cómo funciona Heard?
You connect your business bank account, and Heard categorizes transactions monthly. Your team files taxes, runs payroll, and answers questions in the dashboard.
¿Qué software de contabilidad utilizan los profesionales de la salud mental?
Heard is built specifically for mental health professionals. It combines bookkeeping software with a human accounting team that understands therapy practices.
Does Heard help with S corp election?
Yes. Heard models your practice numbers, shows your break-even point, and handles the filing if electing S corp status makes financial sense.
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