Hướng dẫn sử dụng Heard: Quản lý tài chính phòng khám trị liệu (2026)

Hướng dẫn nhanh

Hướng dẫn này bao gồm tất cả các tính năng của Heard:

• Bắt đầu — Create your account and connect your practice bank data
• Cách sử dụng phần mềm kế toán — Monthly books handled by a team that knows private practice
• Cách sử dụng thuế — Federal and state filing included in your plan
• Cách sử dụng bảng lương — Automatic salary runs with tax withholding built in
• Cách sử dụng hình thức bầu cử công ty S — A break-even check before you change your tax status
• Hướng dẫn sử dụng tính năng Hỗ trợ và Cộng đồng — Direct contact with humans plus a peer community

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

I have run Heard inside a working private practice for over a year and tested every feature covered here.

Hướng dẫn này dựa trên kinh nghiệm sử dụng thực tế, không phải ảnh chụp màn hình từ nhà cung cấp.

Kế toán concepts barely shift in a decade, but the tools around them change every year.

Heard is kế toán 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.

Hướng dẫn nghe

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.

Đã nghe

Stop losing evenings to spreadsheets. Heard pairs kế toán, tax filing, and payroll with accountants who work only with therapists. Your books stay current and your questions get real answers.

THỬ NGHE NGAY →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

CÁC LỰA CHỌN THAY THẾ ĐÃ NGHE →

Bắt đầu sử dụng Heard

Before any feature makes sense, finish this one-time setup.

Quá trình này mất khoảng ba phút.

These steps ensure your first month closes without surprises.

Here is what the first month actually felt like:

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản của bạn

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.

✓ Điểm kiểm tra: Của bạn hộp thư đến 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.

Kết nối của bạn việc kinh doanh credit card in the same screen if you carry one.

✓ Điểm kiểm tra: 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.

How to Use Heard Bookkeeping Tool

Kế toán lets you hand off your monthly books to kế toán 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Cách sử dụng thuế thu nhập cá nhân

Thuế 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Bước 2: Tải lên tài liệu của bạn

Drop in 1099s, prior returns, and any personal income dữ liệu.

Missing documents show as a checklist, so nothing gets lost.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng phần mềm tính lương Heard

Bảng lương 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn cách sử dụng hình thức bầu cử S Corp của Heard

Bầu cử công ty 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Cách sử dụng hỗ trợ và cộng đồng Heard

Hỗ trợ và Cộng đồng 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Mẹo và thủ thuật chuyên nghiệp đã được nghe.

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.

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• 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.

Những lỗi thường gặp cần tránh

Mistake #1: Mixing personal and practice spending

Mistake #2: Treating the dashboard as read only

Mistake #3: Electing S corp status too sớm

Khắc phục sự cố nghe

Problem: Bank connection keeps dropping

Gây ra: Your bank rotates security tokens, and multi factor prompts expire quietly in the background.

Sửa chữa: Reconnect from Settings, then approve the prompt on your phone within sixty seconds.

Problem: Transactions are missing from a past month

Gây ra: The initial sync usually pulls a limited history window rather than your full account.

Sửa chữa: 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

Gây ra: Form 2553 has strict deadlines, and late filings need relief language attached.

Sửa chữa: Contact your team immediately. Late election relief is often available, but only if you move quickly.

📌 Ghi chú: If none of these fix your issue, Heard support responds through the in-app chat. Raise billing or data concerns there too.

Những gì được nghe thấy?

Đã nghe 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.

Nó bao gồm các tính năng chính sau:

• Kế toán: Your transactions get categorized every month by a real bookkeeper, not a bot.
• Thuế: Quarterly estimates and annual filing are handled inside the same account.
• Lương bổng: Run payroll for yourself or a small clinical team without a second app.
• Bầu cử công ty S Corp: Heard models your numbers and tells you if the switch is worth it.
• Hỗ trợ và Cộng đồng: 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 Đã nghe đánh giá.

Giá cả đã nghe

Here is what Heard costs in 2026:

Dùng thử miễn phí: No free tier. Heard offers a free consultation call before you commit.

Đảm bảo hoàn tiền: Plans are billed annually or monthly, and you can cancel before renewal.

💰 Giá trị tốt nhất: 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.

Nghe so với các lựa chọn thay thế

How does Heard compare? Here is the competitive landscape:

Lựa chọn nhanh:

• Tốt nhất tổng thể: Heard — nothing else pairs therapy-specific accountants with working software.
• Ngân sách tốt nhất: Wave Accounting — free books for a practice still finding its footing.
• Phù hợp nhất cho người mới bắt đầu: Heard — the onboarding call removes most of the guesswork.
• Best for clinical admin: SimplePractice — notes, scheduling, and client billing in one place.

🎯 Các lựa chọn thay thế đã được nghe

Bạn đang tìm kiếm những lựa chọn thay thế cho Heard? Dưới đây là những lựa chọn hàng đầu:

• 🚀 QuickBooks Online: The default general accounting platform. Deep reporting and integrations, but you supply the therapy context yourself.
• 🎯 SimplePractice: 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.
• 🧠 Kế toán GreenOak: Human-first accounting firm serving private practice owners. More custom, more expensive, less software.
• 💰 Kế toán sóng: Free invoicing and basic books. A reasonable starting point when your practice is very small.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Đã nghe các phương án thay thế hướng dẫn.

⚔️ Nghe so sánh

Here is how Heard stacks up against each competitor:

• So sánh Heard và QuickBooks Online: Heard wins on therapy-specific setup. QuickBooks wins on raw reporting depth and third-party integrations.
• So sánh Heard và SimplePractice: Different jobs. SimplePractice runs your client work; Heard runs your books, taxes, and payroll.
• Heard so với Xero: Xero is cheaper software. Heard is cheaper than Xero plus a separate accountant and tax preparer.
• Vụ kiện giữa Heard và GreenOak Accounting: GreenOak gives more personal attention. Heard gives a predictable monthly price and a real dashboard.
• So sánh phương pháp kế toán Heard và Wave: Wave costs nothing but does nothing for you. Heard does the work and files the returns.

Hãy bắt đầu sử dụng Heard ngay bây giờ!

Bạn đã học cách sử dụng mọi tính năng chính của Heard:

• ✅ Kế toán
• ✅ Thuế
• ✅ Bảng lương
• ✅ Bầu cử công ty S Corp
• ✅ Hỗ trợ và Cộng đồng

Bước tiếp theo: 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.

Câu hỏi thường gặp

Liệu Heard có đáng giá đối với các nhà trị liệu?

Heard is worth it if bookkeeping and taxes already eat your evenings. Solo therapists earning steady income save the most time and money.

Heard làm nghề gì?

Heard handles bookkeeping, tax filing, payroll, and S corp guidance for therapists. One team manages the whole financial side of your practice.

Heard hoạt động như thế nào?

You connect your business bank account, and Heard categorizes transactions monthly. Your team files taxes, runs payroll, and answers questions in the dashboard.

Phần mềm kế toán nào phù hợp với các chuyên gia sức khỏe tâm thần?

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.