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Heard Review 2026: Best Bookkeeping for Therapists?

Heard

Financial back-office platform built specifically for therapists, handling bookkeeping, tax preparation, and financial planning for mental health practices.

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TABLE OF CONTENTS

What is Heard?

Heard provides financial management built specifically for therapists in private practice. The platform combines automated bookkeeping, tax preparation, and financial guidance—understanding the unique financial situations of mental health professionals, from insurance reimbursements to business entity structures.

For therapists who became practitioners to help people (not manage spreadsheets), Heard handles the financial back-office so they can focus on clients.

[cta text="Simplify Finances for Therapists"]

Key Features

Automated Bookkeeping

Connect bank accounts and credit cards for automatic transaction categorization. Therapy-specific categories understand insurance payments, client copays, and practice expenses. Monthly financial statements without manual data entry.

Tax Preparation

Annual tax filing included with dedicated tax professionals who understand therapy practices. Quarterly estimated taxes calculated and tracked. Year-round tax planning, not just annual filing.

Financial Guidance

Access financial advisors who understand private practice economics. Guidance on business structure, retirement planning, and practice growth. Not generic advice—therapy-specific insights.

Expense Tracking

Mobile app captures receipts and tracks deductible expenses. Maximize write-offs specific to therapy practices: CEU courses, supervision, office expenses.

Business Entity Support

Guidance on LLC, S-Corp, and sole proprietorship decisions. Entity setup and registered agent services available. Structure optimization for tax efficiency.

Pricing

Heard offers Solo plans starting at $149/month for individual practitioners. Plus plans at $349/month add more advanced features. Group practice pricing available for multi-therapist practices. Annual tax filing included in all plans.

[cta text="Simplify Finances for Therapists"]

Who Uses Heard?

Therapists in private practice need financial management that understands their profession. Insurance billing complexities, varied income sources, and specific deductions require specialized expertise.

New practice owners benefit from guidance on business structure and financial setup. Getting entity structure right from the start saves money long-term.

Established therapists tired of DIY bookkeeping or generic accountants appreciate professionals who speak their language.

Heard vs Competitors

Heard vs Generic Bookkeeping Services

General bookkeepers don't understand therapy practice finances. Heard's specialization means better categorization, relevant tax strategies, and appropriate financial advice.

Heard vs DIY Accounting

Managing finances yourself saves money but costs time and expertise. For therapists billing $100+/hour, outsourcing makes financial sense.

Final Verdict

Heard solves the financial management challenge for therapists comprehensively. Specialized bookkeeping, tax preparation, and financial guidance in one service lets practitioners focus on helping clients.

Rating: 4.6/5

Written by Louis Corneloup
Founder at Dupple and Techpresso
January 12, 2026

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