BKS Suite
One account. Every business you run.
BKS Suite is where the work lands. Your books, payroll, invoices, filings, and documents live here, per business, and you see the same thing we do.
Money
- Accounting
- Invoices
- Bills and vendors
- Banking
People
- Payroll
- Contractors and 1099
Oversight
- Reports
- Approvals
- Scheduling
Overview
- Cash position
- Outstanding invoices
- Next payroll
- Open tasks
Compliance
- Upcoming filings
- Renewals due
- Agency notices
Reports
- Profit and loss
- Balance sheet
- A/R aging
- Trial balance
BKS AI
Signed in, the assistant works from your own business: your deadlines, your invoices, your filings.
Multiple businesses
Because owners rarely have exactly one.
An operating company, a holding entity, a truck leased to a second LLC, a rental property. Most platforms make you pay for and log into each one separately.
Switch, do not re-authenticate
Every business you have access to is on one account. Choosing between them is a click, not a second login.
Isolated from each other
Businesses are separated at the database level with row-level security, not by a filter in the interface. One business cannot read another’s data.
Access per person
A bookkeeper, a partner, and an outside accountant can each have their own scoped access rather than sharing one password.
Inside
What is in BKS Suite
Accounting
A double-entry general ledger with a chart of accounts, journal, bank feeds, categorization rules, and a reconciliation that will not close on a difference.
Sales and payments
Customers, one-off and recurring invoices, payment links, and payment applied against the invoice it belongs to.
Bills and vendors
Vendor records, bills, and expenses, with A/P aging that reflects what is actually outstanding.
Payroll and people
Employees, pay runs, pay stubs, and the quarterly payroll tax figures, with every run posted to the ledger. Contractors and 1099 reporting alongside them.
Reporting
Profit and loss (including by class), balance sheet, cash flow, trial balance, general ledger, A/R and A/P aging, and sales tax liability.
Approvals and audit
Approval rules by transaction type and threshold, an approvals queue, and an immutable audit log of who did what.
Scheduling
Book consultations with BKS directly from your account, with the appointment tied to the business it concerns.
Documents and e-sign
Filed returns, notices, and registrations stored per business, and agreements signed through BKS E-Sign with an audit trail.
Getting in
From this page to your dashboard
Three steps, and the third one is where you actually stay.
- STEP 1
Sign in or create an account
One BKS account. Existing customers of BKS Tax, BKS 2290, or Permits Agency already have a relationship with us; tell your coordinator and we will connect it.
- STEP 2
Choose a business
If you have more than one, you pick which one you are working in. Each keeps its own books, payroll, filings, and documents.
- STEP 3
Work from the dashboard
Money, people, compliance, documents, and reporting in one place, with BKS AI available throughout.
BKS AI
An assistant that knows your business, not just the product.
Signed in, BKS AI works from your own account (your deadlines, your invoices, your filings) under the same permissions you have.
Anything that would change your data is never done silently. The assistant prepares the action, shows you exactly what will change, and executes only after you confirm it. Every step is written to the audit log against your user, and the assistant can only reach data you already have permission to see.
Ready to move your business into BKS Suite?
We will scope the migration in writing first: what comes across, what gets rebuilt, and what it costs.
Prefer to write it out? Send us the details.