# Soundboard Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Soundboard the right Bookkeeper solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10013958/Soundboard/reviews --- Soundboard 4.9 (10) [View alternatives](https://www.capterra.com/p/10013958/Soundboard/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 24th, 2025 # Reviews of Soundboard Ease of use 5.0 Customer Service 5.0 ## Showing most helpful reviews Showing 1-10 of 10 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Malerie S. Independent College Counselor Education Management Used the software for: 6-12 months ### "My favorite professional product ever! " October 15, 2023 5.0 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. Reason for choosing Soundboard Ease of use, price, tech support. Review Source SL Stephanie L. President Higher Education Used the software for: 6-12 months ### "This is the only product I would use as a Solo-Practitoner" September 25, 2023 5.0 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. Reason for choosing Soundboard So much easier to use and easier to learn than other products I considered. 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. Review Source BH Beth H. Founder & College Success Coach Higher Education Used the software for: Less than 6 months ### "Soundboard is a MUST for solo-preneurs" October 11, 2023 4.0 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 JK Jake K. Founder Marketing and Advertising Used the software for: 6-12 months ### "Beyond Belief Relief from Soundboard" August 19, 2025 5.0 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 BM Brandon M. Founder Education Management Used the software for: 6-12 months ### "Soundboard is a MUST for any solopreneur!!!" July 24, 2025 5.0 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 DC Debby C. Graduate Admissions Consultant Education Management Used the software for: 6-12 months ### "A Game-Changer for Solo Practitioners" October 9, 2023 5.0 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 CH Cindy H. Career Counselor Education Management Used the software for: 6-12 months ### "Small Business Dream - Billing, Notes and Appointment Information Reminders" October 16, 2023 5.0 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. Reason 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 HR Holly R. Independent Educational Consultant Education Management Used the software for: 6-12 months ### "Great CRM for a solo entrepeneur!" October 9, 2023 5.0 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 TE Terri E. Independent College Counselor/Speech Pathologist Education Management Used the software for: Less than 6 months ### "Best program on the market for IEC's" October 18, 2023 5.0 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 Jed L. Owner E-Learning Used the software for: Less than 6 months ### "Soundboard Makes My Work Life Easier" October 9, 2023 5.0 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.