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Heard

Heard

Financial peace of mind for therapy practices.

software.categoryRank
1 Min. Lesezeit · Aktualisiert 5/7/2026
Heard Homepage-Screenshot

At a glance

Quick overview for Heard: rating, pricing summary, key features, and highlights.

Ciroapp review

4.0
Specialized financial partner for therapy practices.

Heard offers a valuable, niche service by providing dedicated bookkeeping and tax management tailored for mental health professionals. We appreciate the focus on a specific industry, which should lead to relevant expertise and support. Overall, it's a solid option for therapists seeking to offload their financial admin.

Vorteile

  • Vorteile:Exclusive focus on therapists and mental health practices
  • Vorteile:Dedicated bookkeeping team provides proactive, monthly management
  • Vorteile:Simplifies complex tasks like S Corp compliance and payroll
  • Vorteile:Offers clear, understandable financial reports for practice health

Nachteile

  • Nachteile:No free trial available for potential users to test the service
  • Nachteile:Annual plans and catch-up bookkeeping fees are non-refundable
  • Nachteile:Pricing starts at $169/month, which may be a barrier for new practices
  • Nachteile:No external user reviews are currently accessible for validation
Bereich: $0–$2553/monthFree plan, Monthly subscription, Yearly subscription, One-time payment, Usage-based pricing
This section is a summary. Detailed sections about features, use cases, pricing, and reviews follow below.
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Komplette Rezension lesen

Heard Bewertung, Preise, Funktionen, Vor- und Nachteile

Running a therapy practice means your focus is on clients, not spreadsheets and tax forms. It's easy to feel overwhelmed by the financial admin that piles up. Heard steps in to handle that burden, offering done-for-you bookkeeping and tax support designed specifically for therapists.

You get a dedicated team that understands your field, so you can get back to what you do best. ✨

Was ist Heard?

Heard is a financial management service built exclusively for mental health professionals. It's for therapists in solo or group practices, whether you're a sole proprietor, in a P/LLC, or an S corporation. Think of it as your dedicated finance team, handling monthly bookkeeping and providing clear reports so you can see exactly where your practice stands.

💡

Heard Wichtige Funktionen

✨ Taxes Handled, Year-Round

Taxes aren't a once-a-year panic with Heard. Your team works on tax matters throughout the year. They prepare and file your taxes, whether that's personal income tax or business returns for an S Corp.

This proactive approach means you avoid surprises and stay compliant. You can focus on your clients while they handle the paperwork.

✨ Monthly Bookkeeping, Reviewed Every Month

Heard provides done-for-you bookkeeping that's actively managed and reviewed each month. A dedicated team keeps your financials accurate and up-to-date. You receive clear financial reports that show exactly where your practice stands.

This regular review helps you make informed decisions and maintain financial health.

✨ A Team That Knows Therapists

You get a dedicated team of experts who work exclusively with mental health professionals. They understand the unique financial landscape of therapy practices. Unlike a generic CPA or software, Heard is built for your specific field.

This specialized knowledge ensures your finances are managed correctly.

✨ S Corp, The Easy Way

If you're an S corporation, Heard simplifies the process. The Premium plan includes S Corp compliance and guidance on reasonable salaries. They handle the specific filings and requirements for this business structure.

This makes a complex setup straightforward and manageable for your practice.

✨ Payroll Made Simple

Heard turns payroll from a complex task into a simple one. For group practices and S Corps, payroll management is included as a core feature. This service is available as an add-on for other practice types.

You can run payroll without the administrative headache.

✨ Reports & Tools That Make Sense

The financial reports and tools are designed to be clear and understandable. They help you see your practice's financial picture without confusing jargon. You get the information needed to make confident business decisions.

This clarity is a key benefit of the service.

Anwendungsfälle

🧘 Solo Therapist Drowning in Admin

Imagine you're a licensed therapist with a busy client schedule. You're passionate about helping people, but the bookkeeping and tax forms pile up on your desk. You're not sure if you're claiming all your deductions. You dread tax season.

Heard's Essential plan is built for this. They take over your monthly bookkeeping, reviewing it every month. They handle your quarterly tax estimates and file your personal income tax return. You get clear financial reports and a dedicated team that understands your practice.

Expected outcome: You reclaim hours each month and face tax season with calm, knowing an expert team is managing the numbers.

👥 Group Practice Owner Seeking Structure

You run a growing group practice with multiple therapists. Managing payroll, tracking expenses for each provider, and handling business taxes feels complex. You might be an S Corp, but the compliance requirements are confusing.

With Heard's Premium plan, you get a dedicated team for your entire practice. They handle business income tax filing, S Corp compliance, and set up an accountable plan. Payroll is managed through their Gusto integration, making it simple to pay your team correctly.

🌱 Launching Your Private Practice

Starting your own therapy practice is exciting, but the financial setup can be intimidating. You need to choose a business structure, set up books, and understand your tax obligations from day one.

Heard helps you from the start. They provide the monthly bookkeeping and tax preparation you need as a sole proprietor or LLC. You get clarity on your financials early, helping you build a healthy practice foundation.

Tip: Their catch-up bookkeeping service ($99/month) can help you organize finances if you're behind.

📋 S Corp Owner Overwhelmed by Compliance

You've elected S Corp status for your therapy practice to save on self-employment tax. Now you're buried in salary guidance, accountable plan requirements, and complex business tax forms.

Heard's Premium plan removes this burden. Their experts handle S Corp compliance and provide salary guidance to keep you in line. They create your accountable plan and file your Form 1120S. You focus on therapy; they handle the corporate paperwork.

📊 Wanting Financial Clarity, Not Just Reports

Generic accounting software gives you raw data, but you don't have time to decode it. You want to understand your practice's health without becoming a bookkeeper.

Heard provides financial reports that are designed to make sense. You see exactly where your money is going. This clarity helps you make informed decisions about hiring, investing in your practice, or planning for growth.

🗓️ Problem: Tax Surprises and Last-Minute Panic

Every April brings stress. You scramble for receipts, unsure of your total liability. You worry about missing deductions or making costly errors.

Approach: Heard handles taxes year-round, not just at filing time. They manage quarterly estimates and continuously review your books.

Outcome: Tax season becomes routine. Your return is prepared accurately by experts who know therapists. There are no scary surprises, just predictable, managed tax obligations.

Preisübersicht für Heard

Pricing range
$0–$2553/month
Preistypen
Free plan, Monthly subscription, Yearly subscription, One-time payment, Usage-based pricing

Heard offers all-in-one financial management starting at $169/month (billed annually). Professional plans include done-for-you bookkeeping, tax preparation, and financial reporting tailored for therapists and wellness practitioners. Save 15% with annual subscriptions or choose monthly flexibility for your private practice needs.

Essential

Price: $2,028 per year ($169/mo billed annually) Websites Supported: Not explicitly stated Best For: Solo sole proprietors or Single Member LLCs Refund Policy: Non-refundable for annual plans Other Features: Quarterly tax estimates, Personal income tax filing, Monthly bookkeeping, Financial reports

This plan is perfect if you’re a therapist running a solo practice without the complexity of an S Corp. It handles your books and personal taxes so you can focus on your clients.

Premium

Price: $3,060 per year ($255/mo billed annually) Websites Supported: Not explicitly stated Best For: Group practices and S Corporations Refund Policy: Non-refundable for annual plans Other Features: Business income tax filing, S Corp compliance, Accountable plan creation, Payroll management (via Gusto add-on)

If you want to maximize tax savings through an S Corp or you’re growing a group practice, this plan is for you. It includes everything in Essential plus the specialized filing and compliance oversight your business needs.

Closing paragraph: Heard does not offer a free trial, but monthly subscribers can cancel at any time. Annual plan payments and one-time fees are non-refundable. Note that catch-up bookkeeping is available for a one-time fee of $99 per month of review required. ", "how_much": "Heard costs between $169 and $255 per month with 2 plans: Essential at $2,028 per year and Premium at $3,060 per year. These prices reflect a 15% discount for annual billing; monthly billing options are also available. The Essential plan is designed for solo sole proprietors and handles personal tax filings. The Premium plan is built for group practices and S Corps, adding business tax returns and compliance oversight. Please note that payroll is an optional add-on through Gusto starting at $39 plus $6 per person each month.", "pricing_range": "$169–$255/month", "pricing_types": ["Monthly", "Yearly", "Usage-based"], "free_trial": false, "free_trial_days": null, "money_back_guarantee": false, "money_back_days": null, "pricing_screenshot": "https://www.joinheard.com/pricing", "pricing_text": "Heard costs between $2,028 and $3,060 per year with 2 plans: Essential at $2,028 per year and Premium at $3,060 per year.

You can choose between annual billing to save 15% or flexible monthly payments. Here is how the plans break down for your practice:

Essential

Price: $169/mo billed annually or $2,028/year Websites Supported: Not explicitly stated Best For: Solo sole proprietors or Single Member LLCs Refund Policy: Non-refundable for annual plans; cancel monthly plans any time Other Features: Monthly bookkeeping, dedicated bookkeeping team, quarterly tax estimates, personal income tax filing (Form 1040), and financial reports.

This plan is ideal if you want a professional team to handle your books and personal taxes without any hassle. It's built specifically for solo therapists who want to ensure they never miss a deduction or a tax deadline. 📈

Premium

Price: $255/mo billed annually or $3,060/year Websites Supported: Not explicitly stated Best For: Group practices and S Corporations Refund Policy: Non-refundable for annual plans; cancel monthly plans any time Other Features: Everything in Essential, business income tax filing (Form 1120S), S Corp compliance, payroll management support, and Accountable Plan creation.

Choose this tier if you've elected to be taxed as an S Corp or you're managing a team in a group practice. It provides the heavy-lifting compliance and business-specific tax filings required for larger or more complex setups. ✨

Heard does not offer a free plan or free trial. Monthly subscribers can cancel at any time, but please note that annual plan fees and one-time setup costs—like catch-up bookkeeping at $99/month—are non-refundable.", "plans": [ { "name": "Essential", "monthly_price": "Not explicitly stated", "annual_price": "$2,028 per year", "features": [ "Monthly done-for-you bookkeeping", "Dedicated bookkeeping team", "Quarterly tax estimates", "Personal income tax prep and filing", "Financial reports" ], "limits": "Limited to solo sole proprietors/single member LLCs", "cta": "Get Started" }, { "name": "Premium", "monthly_price": "Not explicitly stated", "annual_price": "$3,060 per year", "features": [ "Business income tax prep and filing", "S Corp compliance and salary guidance", "Payroll setup and management", "Accountable plan creation", "Everything in Essential" ], "limits": "Designed for group practices and S Corps", "cta": "Get Started" } ] } } }"

Pricing

Heard pricing: Heard offers all-in-one financial management starting at $169/month (billed annually). Professional plans include done-for-you bookkeeping, tax preparation, and financial reporting tailored for therapists and wellness practitioners. Save 15% with annual subscriptions or choose monthly flexibility for your private practice needs.

Essential

Price: $2,028 per year ($169/mo billed annually) Websites Supported: Not explicitly stated Best For: Solo sole proprietors or Single Member LLCs Refund Policy: Non-refundable for annual plans Other Features: Quarterly tax estimates, Personal income tax filing, Monthly bookkeeping, Financial reports

This plan is perfect if you’re a therapist running a solo practice without the complexity of an S Corp. It handles your books and personal taxes so you can focus on your clients.

Premium

Price: $3,060 per year ($255/mo billed annually) Websites Supported: Not explicitly stated Best For: Group practices and S Corporations Refund Policy: Non-refundable for annual plans Other Features: Business income tax filing, S Corp compliance, Accountable plan creation, Payroll management (via Gusto add-on)

If you want to maximize tax savings through an S Corp or you’re growing a group practice, this plan is for you. It includes everything in Essential plus the specialized filing and compliance oversight your business needs.

Closing paragraph: Heard does not offer a free trial, but monthly subscribers can cancel at any time. Annual plan payments and one-time fees are non-refundable. Note that catch-up bookkeeping is available for a one-time fee of $99 per month of review required. ", "how_much": "Heard costs between $169 and $255 per month with 2 plans: Essential at $2,028 per year and Premium at $3,060 per year. These prices reflect a 15% discount for annual billing; monthly billing options are also available. The Essential plan is designed for solo sole proprietors and handles personal tax filings. The Premium plan is

Nutzerbewertungen

We found no accessible external review snippets for Heard, as the Trustpilot link returned a verification error and Capterra had no data. Based solely on the website's description, Heard presents a specialized, done-for-you financial service for therapists.

Its value proposition centers on providing a dedicated team, proactive tax handling, and simplified bookkeeping, aiming to give practice owners peace of mind. 🧘 Without user reviews, we cannot assess real-world feedback on accuracy, support responsiveness, or overall reliability, so we must rely on the company's own claims for this assessment.

Was anderswo gesagt wird

User Testimonial
· Heard Website
0.0 / 5

Heard's financial peace of mind for therapy practices is exactly what I needed. Their dedicated team handles the bookkeeping and taxes, letting me focus entirely on my clients.

Practice Owner
· Heard Website
0.0 / 5

As an S Corp, the compliance and payroll setup were simplified by Heard. Their understanding of therapist finances is a major relief.

Noch keine Bewertungen.

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Warum Heard nutzen?

Choosing Heard means choosing clarity and confidence in your practice's finances. Here’s why it makes sense:

  • You get experts who know your world. Unlike a generic CPA or software, Heard works specifically with therapists. They understand the unique financial landscape of your profession.
  • Taxes become a non-issue. Heard handles your taxes year-round, not just at filing time. This proactive approach means fewer surprises and less stress when tax season arrives.
  • Your bookkeeping is reviewed monthly. A team actively manages and reviews your financials every month, ensuring accuracy and giving you up-to-date reports that actually make sense.
  • Payroll and S corp setup are simplified. If you're an S corporation, Heard makes the process straightforward. They also handle payroll, turning a complex task into a simple one.
  • You get a clear financial picture. The reports and tools are designed to be understandable, helping you make informed decisions about your practice's growth and health. ✅

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Häufige Fragen

What types of therapy practices does Heard work with?

Heard works exclusively with health and wellness private practices in the United States. This includes psychologists, psychiatrists, social workers, counselors, therapists, nurse practitioners, physical therapists, and more. We do not work with non-health practices, practices based outside the U.S., practices with multiple owners, or C corporations.

Does Heard offer a free trial?

No, Heard does not offer a free trial. However, you can book a free consultation or demo with our team to see if our service is the right fit for your practice before signing up.

What is the difference between the Essential and Premium plans?

The Essential plan is for solo sole proprietors and single-member LLCs, covering personal income tax filing. The Premium plan adds business income tax filing, S Corp compliance, and payroll management for group practices or S corporations.

Can I cancel my subscription at any time?

Monthly plan subscribers can cancel at any time. Annual plan subscribers commit to the full year upfront, and all annual plan payments and one-time fees are non-refundable.

Is there a refund policy?

Annual plan payments and one-time fees, such as catch-up bookkeeping, are non-refundable. Monthly subscribers can cancel at any time without a refund for the current billing period.

What does the monthly bookkeeping service include?

Your dedicated bookkeeping team categorizes transactions, reconciles accounts, and prepares year-end tax-ready books. They also provide monthly financial reports and handle tax deduction tracking.

How does Heard handle taxes?

Heard provides year-round tax support, including quarterly estimates and guidance. We file your personal income tax return, and for Premium plans, we also file business income tax returns. We offer free tax extension filing as needed.

What is catch-up bookkeeping, and how much does it cost?

Catch-up bookkeeping is a one-time service to organize past financial records. It costs $99 per month of bookkeeping required. New subscribers may qualify for a 50% discount if they sign up within 7 days of their consult.

How much does payroll cost?

Payroll is an optional add-on through Gusto. It costs $39 per month plus $6 per person each month. It is included for up to one user in the Premium plan, with additional employees billed at the same rate.

Which plan is right for my practice?

Choose the Essential plan if you are a solo sole proprietor or single-member LLC. Choose the Premium plan if you are an S Corporation or a group practice. If you're unsure, book a free demo with our team for personalized guidance.

What support does Heard provide?

You get unlimited messaging and live phone support from real people. Your questions are answered within 1-2 business days. You also join group onboarding sessions and have access to 'Today at Heard' webinars.

Does Heard handle S Corp compliance and setup?

Yes, the Premium plan includes S Corp compliance. We provide guidance on reasonable salary, create an Accountable Plan for reimbursements, and can file Form 2553 to elect S Corp status with the IRS.

What integrations does Heard use?

Heard integrates with your business bank accounts for automatic transaction syncing. We also partner with Gusto for payroll services. Specific third-party software integrations are not detailed on the site.

How secure is my financial data with Heard?

Heard uses secure integrations to connect bank accounts and offers secure document storage. We manage sensitive financial data with a dedicated team, but specific security certifications are not listed on the public site.

Who is Heard best for?

Heard is best for U.S.-based therapists, wellness practitioners, and their practices (solo or group) who want to outsource bookkeeping and taxes to a team that specializes in their industry.

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