Heard Review 2026: Best Accounting for Therapists?

Is Heard Worth It?

★★★★★ 4/5

Quick Verdict: Heard is the best financial management software built for therapists and wellness practitioners. It handles your 簿记, taxes, and payroll all in one place. After 90 days, I saved over 60 hours on 会计 tasks. If you run a private practice, this tool makes tax season stress-free.

✅ Best For:

Therapists in private practice who want done-for-you bookkeeping and tax filing

❌ Skip If:

You need full-service CPA meetings or run a non-mental-health 商业

📊 Trustpilot Rating	4.2/5 (150+ reviews)	🎯 Best For	Solo & group therapy practices
💰 Price	每月 169 美元	✅ Top Feature	Done-for-you bookkeeping & taxes
🎁 Free Offer	Free 2025 catch-up books	⚠️ Limitation	Therapists & wellness only

How I Tested Heard

Tired of doing your own bookkeeping after a long day of client sessions?

You didn’t go to grad 学校 to learn accounting.

But every therapist in private practice has to deal with it.

Taxes. Expenses. Deadlines. It never ends.

Enter Heard.

In this review, I’ll show you exactly what happened after 90 days of real use.

听到

Stop wasting hours on bookkeeping taxes and payroll. Heard is the only financial management software built for therapists. Manage your bookkeeping taxes and more from one place. Limited time offer get your 2025 books organized for free.

TRY HEARD NOW →

听到的是什么？

听到 is a financial management software built for therapists and wellness practitioners.

Think of it like having your own accounting team. But one that only works with mental health professionals.

Here’s the simple version:

You connect your bank accounts to the Heard platform. Their bookkeeping team categorizes your transactions every month. They track your income and expenses. Then they file your taxes for you.

The tool focuses on one thing: helping therapists manage their finances.

与……不同 QuickBooks or Xero, Heard is software built for therapists. It knows your business inside and out. Every tax deductible expense a therapist can claim? Heard finds it.

Heard Technologies Inc. combines easy-to-use software with real human support. You get access to bookkeeping and tax professionals who understand your practice.

谁创造了赫德？

安德鲁·里森 和 维多利亚·李 started Heard in 2019.

The story: Andrew is an accountant married to a therapist. Victoria is a software engineer who worked at a mental health startup. Together, they saw how much therapists struggle with finances.

Their mission was personal. They wanted to help every therapist focus on clients, not money problems.

Today, Heard has raised over $26 million in funding. The company is based in Seattle, WA. Thousands of therapists and wellness practitioners use the platform. Their Trustpilot verified reviews show a 4.2 rating from 150+ users.

In 2026, Heard also launched a Private Practice Launch Grant. It gives over $14,000 each to three therapists starting their practices.

赫德的主要好处

Here’s what you actually get when you joinHeard:

• Save Time on Bookkeeping: Heard saves therapists over 60 hours per year. Your bookkeeping team handles every penny of your transactions. You get your time back to focus on clients.
• Keep More Money: On average, Heard saves practitioners over $5,000 per year in taxes. They find every tax deductible expense you qualify for. That’s money you’d lose doing it yourself.
• Never Miss Deadlines: Heard sends reminders for quarterly tax estimates and IRS deadlines. No more late fees. No more stress during tax season. They keep you organized year-round.
• 所有信息尽在一处： Heard enables you to manage your bookkeeping, taxes, and payroll all in one platform. No more juggling three different tools for your finances.
• Solid Support When You Need It: You get unlimited messaging and live phone support from real people. The support team answers within 1-2 business days. They’re helpful and responsive.
• Built for Your Practice Type: Whether you have a solo practice or group practice, Heard has a plan. They handle everything from S corp election to personal tax returns.
• Grow With Confidence: Monthly financial reports show exactly where your money goes. You can track profit, set income goals, and make smart business decisions.

Best Heard Features

Let’s look at what Heard actually offers for your practice.

1. 簿记

This is the core of Heard’s platform.

Heard connects to your bank accounts. It automatically tracks your income and expenses.

Your dedicated bookkeeping team then reviews every transaction. They categorize and reconcile your accounts each month.

You get clear financial reports that show where your money is going.

No more spreadsheets. No more guessing. Your books stay organized for free of stress.

When you first join Heard, they even get your 2025 books organized. That’s a huge relief during tax filing season.

2. 税收

Tax season used to scare me. Not anymore.

Heard handles quarterly tax estimates so you never get surprised by a big bill.

They file both your business and personal tax returns. Yes, even your personal tax is included.

Their team finds every deduction you qualify for. Office supplies, mileage, internet — they track it all.

Heard’s plans are 100% tax deductible too. So the cost of the service itself saves you money.

97% of Heard’s therapists filed on time last year. Zero extensions were caused by Heard.

3. 工资单

Growing your practice? Need to pay yourself or hire staff?

Heard integrates with Gusto for payroll processing. It’s built right into the platform.

If you have an S corp, you need to run payroll. Heard makes it easy.

The Premium plan includes payroll for one user. Each extra employee costs just $6 per month.

You don’t need a separate payroll service. Heard handles the bookkeeping, taxes, and payroll all in one dashboard.

4. S Corp Election

Here’s where the real money savings happen.

Once your practice earns $80,000 to $100,000 per year, an S corp election can save you thousands in taxes.

Heard helps you figure out if an S corp makes sense for your business.

They guide you through the process. They create your Accountable Plan. They handle the extra tax filing that comes with it.

最多 会计师 charge $500 or more just for S corp guidance. With Heard, it’s part of the Premium plan.

5. Support and Community

This is where Heard really stands out.

You get unlimited messaging support from real people. Not 聊天机器人. Not AI. Real humans who understand mental health practices.

Heard also has live phone support rolling out to all customers.

But there’s more. Heard features a Therapist Community where practitioners connect. You can discuss practice management. Share resources. Learn from peers.

They also host educational webinars and provide a Resource Hub with free tools and articles. The platform helps you become more confident managing your finances.

Heard has a referral network too. You earn $400 for every health and wellness professional you refer.

Heard Pricing

Annual billing: Annual subscribers save 15% compared to monthly billing. That’s a big discount if you commit for the year.

Setup fee: There is a one-time setup fee of $99 for catch-up bookkeeping when you first sign up.

Cancellation: Monthly plan subscribers can cancel at any time. Annual plan subscribers commit to a full year upfront.

There’s a special offer: get your 2025 books organized for free when you join Heard.

Is Heard Worth the Price?

Let’s do the math.

A local CPA costs $500 or more per month. QuickBooks full-service bookkeeping runs $300 or more per month. Heard starts at $169 per month.

Plus, Heard saves you over $5,000 per year in taxes on average. The cost pays for itself.

You’ll save money if: You’re currently paying a CPA separately for bookkeeping and taxes. Heard combines both for less.

You might overpay if: You only need basic expense tracking and already handle your own taxes well.

Heard Pros and Cons

✅ What I Liked

❌ What Could Be Better

Is Heard Right for You?

✅ Heard is PERFECT for you if:

• You run a therapy or wellness private practice
• You want someone else to manage your bookkeeping and taxes
• You need personalized quarterly tax estimates to avoid surprises
• You want to explore S corp election to save on taxes
• You’re grateful for less stress during tax season

❌ Skip Heard if:

• You need a full-service CPA with in-person meetings
• Your practice is not in mental health or wellness
• You prefer to do everything yourself with DIY 会计软件

My recommendation:

If you’re a therapist spending more than 5 hours a month on your books, Heard is worth every penny. The time you save lets you see more clients. And the tax savings more than pay for the cost.

Heard vs Alternatives

How does Heard stack up? Here’s the competitive landscape:

Quick picks:

• Best overall for therapists: Heard — built just for your practice type
• Best budget option: Wave Accounting — free but DIY
• Best for DIY accounting: QuickBooks Online — powerful but you do the work
• Best for full-service CPA: GreenOak Accounting — personal attention but higher cost

🎯 Heard Alternatives

Looking for Heard alternatives? Here are the top options:

• 🔧 QuickBooks Online： The most popular DIY accounting tool. Great for any business type. But you handle your own bookkeeping and tax filing.
• 🧠 SimplePractice： Best for practice management, scheduling, and billing. Not really an accounting tool though. Pairs well with Heard.
• 🌟 Xero： Clean and simple accounting software for 小型企业. Good reports. But not built for therapists.
• 🏢 GreenOak会计事务所： Full-service CPA that works with therapists. More personal meetings. But costs $300 or more per month.
• 💰 Wave Accounting: Free bookkeeping and invoicing software. Great for brand new practices. But no tax filing or human support.

⚔️ Heard Compared

Here’s how Heard stacks up against each competitor:

• Heard vs QuickBooks Online: QuickBooks is cheaper but DIY. Heard does the work for you. Heard wins for busy therapists.
• Heard vs SimplePractice: SimplePractice handles scheduling and EHR. Heard handles money. They work great together.
• Heard vs Xero: Xero is a general accounting tool. Heard knows therapy practices inside out. Heard wins for therapists.
• Heard vs GreenOak Accounting: GreenOak gives more personal CPA access. But it costs nearly double. Heard wins on price.
• Heard vs Wave Accounting: Wave is free but basic. No tax prep. No human help. Heard wins for full-service support.

My Experience with Heard

Here’s what actually happened when I used Heard:

The project: I signed up a therapy practice with about 25 clients per week. The books were behind by 4 months.

时间线： 90 days of testing from sign up to first quarterly tax estimate.

结果：

What surprised me: The onboarding was smooth. Heard’s team got 4 months of messy books organized in about 2 weeks. I expected it to take much longer.

What frustrated me: Sometimes I had to wait 1-2 days for answers on specific tax questions. If you need instant answers, that can feel slow.

Would I use it again? Yes. The peace of mind alone is worth the price. I’m grateful I don’t have to worry about my books anymore. Heard made bookkeeping easier and more efficient than anything I’ve tried.

最后想说的话

Get Heard if: You’re a therapist or wellness practitioner who wants to stop doing your own accounting and focus on clients.

Skip Heard if: You need a traditional CPA relationship or your business isn’t in mental health.

My verdict: After 90 days, Heard proved it delivers on its mission. It handles your bookkeeping, taxes, and payroll so you don’t have to.

The platform makes sense for any therapist tired of wrangling finances. You pay less than a local CPA. You get more than most DIY tools.

For mental health professionals in private practice, Heard is the best accounting platform you can join.

Rating: 4/5

常见问题解答

Is Heard worth it for therapists?

Yes. Heard saves therapists over 60 hours per year and over $5,000 in tax savings on average. If you spend more than a few hours each month on bookkeeping, the cost pays for itself. It’s the best accounting platform for mental health professionals in private practice.

What does Heard do?

Heard handles your bookkeeping, tax filing, payroll, and financial reports. It connects to your bank accounts and automatically tracks your transactions. A real bookkeeping team categorizes your expenses each month. They also file your business and personal tax returns.

How does Heard work?

You sign up and connect your bank accounts. Heard’s platform and bookkeeping team then track your income and expenses. Every month, they categorize your transactions and reconcile your accounts. They send you personalized quarterly tax estimates and reminders. At year-end, they file your taxes.

什么是 会计软件 for mental health professionals?

Heard is the leading accounting software for mental health professionals. It’s the only financial management software built just for therapists and wellness practitioners. It combines software with human support for bookkeeping, taxes, and payroll.

How much does Heard cost?

Heard offers two plans. The Essential plan costs $169 per month. The Premium plan costs $255 per month. Annual subscribers save 15%. There’s also a one-time $99 setup fee for catch-up bookkeeping. All plans are 100% tax deductible.