---
title: "Soundboard Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Soundboard Software - reviews, pricing plans, popular comparisons to other Bookkeeper products and more."
source_url: "https://www.capterra.com/p/10013958/Soundboard/"
page_type: "product"
language: "en"
---

# 

 Soundboard Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 10, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Soundboard

## What is Soundboard?

Client and billing management platform to help solo-practitioners manage tasks, invoice creation, client data, and more.

## What is Soundboard used for?

[Bookkeeper](https://www.capterra.com/bookkeeper-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

Includes Free Version

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## Soundboard Overview

Updated September 2026

AI summary

Soundboard offers cloud-based bookkeeping tools for small businesses, focusing on core financial management tasks such as accounts payable, accounts receivable, billing and invoicing, and expense tracking. Designed for web-based deployment, it supports essential bookkeeping processes, enabling small organizations to manage their financial records and transactions efficiently from any location with internet access.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Soundboard

4.9 (10)

VS.

[4.7 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

Contact vendor

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (10)

Ease Of Use

4.5 (7,763)

Value For Money

5.0 (10)

Value For Money

4.6 (6,671)

Customer Service

5.0 (10)

Customer Service

4.6 (6,376)

## Soundboard alternatives

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

76%

of reviewers

rated it above 4 stars

[4.5 (255)](https://www.capterra.com/p/237205/Online-Check-Writer/reviews/)

Starting price

$30.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.2 (405)](https://www.capterra.com/p/184673/Melio/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/10013958/Soundboard/alternatives/)

## FAQs about Soundboard

Overview

### Which roles and teams benefit most from Soundboard?

Soundboard is most used by founders, owners, and presidents of small advisory practices, along with college counselors, admissions consultants, and educational coaches. These roles use it to streamline client communication, organize guidance workflows, manage student support, and keep advising materials, sessions, and follow-up tasks consistent and accessible.

Answer based on 10 reviews

Overview

### What company size and industries is Soundboard built for?

Soundboard is for independent businesses and solo-practitioners, with 100% of reviewers coming from small businesses and Education Management leading at 60%. It also serves Higher Education at 20% and E-Learning at 10%, with reviewer use centered on billing and invoicing, which accounts for 80% of reported use cases.

Answer based on 10 reviews

Features and Usability

### What are the key features of Soundboard?

Soundboard offers accounting features centered on accounts payable and accounts receivable, plus general ledger and tax management. It also includes billing and invoicing tools such as invoice creation, invoice management, invoice processing, online invoicing, and invoice history, along with expense tracking, budgeting/forecasting, cash flow management, and profit/loss statement reporting.

Integrations

### Which third-party tools and platforms does Soundboard integrate with?

Soundboard integrates with Google Drive for file access and client folder management. The integration list provided here is limited to Google Drive, so that is the only confirmed third-party platform available in this data.

Answer based on 1 reviews

Getting Started and Support

### What training and onboarding options does Soundboard offer?

Soundboard provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review.

Getting Started and Support

### What customer support options does Soundboard offer?

Soundboard provides email/help desk, FAQ/forum, phone support, 24/7 live rep, and chat. These channels give users multiple ways to get assistance, but no reviewer feedback about support speed, helpfulness, or common issues is available, so support experience cannot be assessed from user comments.

## Features

AI summary

Based on 2,479 Bookkeeper reviews

Capterra reviewers highlight these as the features buyers care about most when choosing bookkeeper software:

-   **Accounting** (**66%** of reviewers rated this feature as critical)
-   **Income & Balance Sheet** (**56%**)
-   **Invoice Processing** (**59%**)

Soundboard supports **Accounting** and **Invoice Processing**, giving businesses the tools to record financial activity and manage billing workflows more efficiently. However, it does not include **Income & Balance Sheet**. Instead, it offers **General Ledger** (**56%**), which still gives teams a central place to track accounts and review financial records, helping businesses maintain accuracy and stay organized in day-to-day bookkeeping.

Expense Tracking

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Monitor and record expenses such as purchases or charges incurred

Accounts Payable

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track money owed to a company's creditors/suppliers

Accounts Receivable

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track outstanding invoices and the money owed from clients

Billing & Invoicing

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Soundboard 17 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounts Payable: Track money owed to a company's creditors/suppliers
- Accounts Receivable: Track outstanding invoices and the money owed from clients
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Data Import/Export: Import and export data to and from software applications
- Document Storage: Store and organize documents in a centralized system
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- General Ledger: Centralized accounting record which tracks all financial transactions
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
- Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
- Spend Management: Track the amount of money spent on a certain product or with a certain supplier
- Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance

---

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We can help you find the software with the features you need.

Features

5.0 (10)

5.0

Based on 10 reviews

## Pricing

Value for money

5.0 (10)

Free Trial

Free Version

Basic

$0.00

Value for money

5.0 (10)

5.0

Based on 10 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (10)

5.0

Based on 10 reviews

## User reviews

Overall rating

4.9

Based on 10 reviews

Filter by rating

5(9)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JK

Jake K.

Founder

Marketing and Advertising

### "Beyond Belief Relief from Soundboard"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 19, 2025

Working with Soundboard has helped me breathe easier as a small business owner. Previously I've worked with other accounting teams, however as a small business I've often been treated as the client that would be dealt with once the larger clients had been dealt with. Rather than having proactive support from other bookkeepers, it was on me to manage reconciling my books, monitoring monthly expenses, and finding answers as to what was best for my business now and in the future. With the help of Soundboard, I've been able to free my mind up and focus on my business, both in growing it and working on projects. They have always remained on top of helping guide my business in the best ways to keep more money in my pocket in the long term and plan for the future. It's great to know I have a dedicated team in my corner that aims to help others like me.

Pros

Soundboard's team is always responsive and informative whether it's handling requests or providing solid accounting advice. I continue to trust their judgement and know that they're here adding tremendous value to my day to day activities lightening my load.

Cons

The only downside that I've faced is their Dashboard for reviewing content or responding is not mobile optimized. It would be great to have a better interface that scales across devices.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BM

Brandon M.

Founder

Education Management

### "Soundboard is a MUST for any solopreneur!!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 24, 2025

Pros

Soundboard has been an excellent company to work with. They are very responsive. They guide you through any questions that you have and over thorough but understandable explanations. They have streamlined my bookkeeping and accounting processes. Highly recommend!!!

Cons

No complaints they have been an excellent company to work with. The onboarding is simple and easy and they continuously work with you.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TE

Terri E.

Independent College Counselor/Speech Pathologist

Education Management

### "Best program on the market for IEC's"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 18, 2023

Tracking my time and monthly billing saves me hours each month. I really like having a complete profile of each client with the ability to add private notes and Google docs attached and easily accessible. I'm able to customize as needed for my grad students and clients I provide therapy for.

Pros

This system is intuitive, easy to use! Customer service is excellent and I appreciate \[sensitive content hidden\] checking in and helping me problem solve and customize to my needs.

Cons

I'm not sure I like receiving my clients payments through Stripe

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

CH

Cindy H.

Career Counselor

Education Management

### "Small Business Dream - Billing, Notes and Appointment Information Reminders"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 16, 2023

The CUSTOMER SERVICE has been exceptional. Responsiveness of the Soundboard team is timely and they authentically want to help you minimize administrative costs/tasks for small business owners. Layer that with the COST EFFECTIVENESS. Think about how much time you spend generating "paperwork/billing" - then realize that using Soundboard more than pays for itself.

Pros

So glad I discovered Soundboard for my education/career consulting business! Great customer service team, easy to use platform AND it solved several of my administrative needs. I can easily generate notes and reminders to students/clients, billing/payment information that is transparent, and the information is all in one place. TERRIFIC value! Suffice it to say...I like it ALL!

Cons

Though this may be in the works, HIPPA compliance may offer another layer of online information protection. For 95% of what I do, it's not necessary.

Reasons for choosing Soundboard

Overall, Soundboard met more administrative needs with an easy to use platform at the greatest value. PLUS, you can talk to a live person for set up, personalizing how to use it for your business needs and troubleshoot anything you have a concern about.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Malerie S.

Independent College Counselor

Education Management

### "My favorite professional product ever! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 15, 2023

Tech support is awesome and program is amazing. I couldn't be happier! Thank you, Soundboard.

Pros

Soundboard is so easy to use, saves so much time and effort and is so helpful with organization and time. I couldn't have asked for a better product. I used a different product before that I was not happy with and I have already gotten rid of it. There was no comparison (and Soundboard was half the price)

Cons

I can truly say, I cant think of anything that is missing. I have nothing to say.

Reasons for choosing Soundboard

Ease of use, price, tech support.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

BH

Beth H.

Founder & College Success Coach

Higher Education

### "Soundboard is a MUST for solo-preneurs"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 11, 2023

It has been great! I started my business 18 mos ago and wish it existed then. So much thought has been put into the user-experience. Support is readily available and they are responsible to changes that can easily be made at this stage of its development.

Pros

Soundboard is intuitive and simple--yet comprehensive. It has plenty of options to track my customer interactions and billing, as well as other features I am not yet using but plan to. I appreciate that I can easily tailor my user experience to meet my needs as I continue to develop my business and utilize additional features.

Cons

Nothing significant. I small con is language is primarily tailors to hs college counselors so I have to adapt slightly given that I am a college success coach- only a minor inconvenience given all the pros!

Switched from

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Maintaining excel worksheets is time consuming and prime for errors. Being able to track my clients within this one platform from semester to semester is fantastic. As for invoicing/billing, I switch from QB- much simpler and cost-effective. I also not have a place for my client notes, which were previously only handwritten.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Jed L.

Owner

E-Learning

### "Soundboard Makes My Work Life Easier"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 9, 2023

Excellent. Highly recommend.

Pros

I find soundboard very easy to use and efficient.

Cons

I have no comments on this section at this time.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

DC

Debby C.

Graduate Admissions Consultant

Education Management

### "A Game-Changer for Solo Practitioners"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 9, 2023

What truly sets Soundboard apart is its exceptional customer service. The company's \[sensitive content hidden\] are responsive and have gone above and beyond to cater to the unique needs of solo practitioners. Their commitment to creating a platform that truly serves its users is evident in every aspect of Soundboard's design and functionality. Knowing they support me whenever I need assistance is incredibly reassuring.

Pros

Soundboard has saved me time, eliminated the need for multiple vendors, and provided a level of organization and efficiency that I never thought possible - I've been a consultant for the past ten years, so I've been looking for this type of platform for a long time. The dedication of the co-founders to solo practitioners is commendable, and their customer service is truly top-notch. I can't recommend Soundboard highly enough. If you're a solo practitioner looking for a comprehensive client and billing management solution, Soundboard is the answer you've been searching for. It's a game-changer, plain and simple.

Cons

I honestly can't find any cons with Soundboard. It's exceeded my expectations in every aspect of client and billing management. This platform is simply outstanding for solo practitioners.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

HR

Holly R.

Independent Educational Consultant

Education Management

### "Great CRM for a solo entrepeneur!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 9, 2023

Outstanding! Anytime I have had a question, \[sensitive content hidden\] has answered within hours. He scheduled meetings when I onboarded to make sure I understood every feature and felt comfortable with every step. Additionally, \[sensitive content hidden\] is unfailingly positive, kind, and professional.

Pros

Soundboard is easy to use. It tracks what's most important to me and keeps all my client notes in one secure place. I can easily see what stage of the process each student is at and can send reminders of overdue assignments. Also, Soundboard's AI Assistant helps me with detailed research.

Cons

As a new product, Soundboard is always evolving. There are a few features I'd love to see (sending contracts to docusign) that aren't offered yet.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SL

Stephanie L.

President

Higher Education

### "This is the only product I would use as a Solo-Practitoner"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2023

Tracking my client information, appointments, notes, invoices, payments, and tasks all in one place. It really has been a game changer for my business.I feel comfortable taking on more clients because Soundboard has saved me so much time per week.

Pros

Soundboard truly saves me hours per week. It has reduced my time spent on administrative tasks substantially and helped me organized my business so nothing falls through the cracks. On top of that, their customer service is so much better than other options.

Cons

Nothing really, but I am excited to see how they continue to grow and make my life as a solopreneur easier and easier.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

I wanted to get organized, and I heard about Soundboard from a colleague who said it made her practice much more efficient.

Reasons for choosing Soundboard

So much easier to use and easier to learn than other products I considered.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/10013958/Soundboard/reviews/)

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