Joinheard
Financial Services for Therapists in Private Practice
Overview
Heard is a specialized financial management platform built specifically for therapists and wellness practitioners in private practice. Founded in 2019, Heard combines dedicated bookkeeping software with expert human support to simplify back-office operations for independent health professionals. The platform offers done-for-you monthly bookkeeping, automatic bank transaction synchronization, income and expense categorization, personalized quarterly tax estimates, and federal and state tax filings. It also features integrated practice banking, payroll administration, and S Corporation election management to help eligible practice owners optimize their tax liabilities. By unifying financial tracking, tax compliance, and payroll into a single workflow built around therapy-specific business models, Heard helps solo practices, group practices, and 1099 contractors save time and stay compliant without requiring extensive financial expertise.
Best for: Therapists, wellness practitioners, solo private practices, group practices, and 1099 healthcare contractors.
Pros and cons
What works well
- Combines bookkeeping, tax preparation, banking, and payroll in one specialized platform.
- Includes dedicated human support from professionals who specialize in therapy practices.
- Handles S Corp evaluation, election paperwork, and compliance for higher-earning practices.
Where it falls short
- Does not offer standalone or tax-only services without a monthly bookkeeping plan.
- Annual tax filing requires an additional $750 fee under the basic Lite plan.
- Higher starting cost compared to generic DIY software solutions.
Pricing
Lite
$129/mo (billed annually) or $149/mo
Monthly bookkeeping, tax deduction tracking, quarterly tax estimates, and monthly reports for solo sole proprietors. Annual tax filing available for a $750 fee.
Essential
$169/mo (billed annually) or $199/mo
Includes everything in Lite plus annual personal and business tax filing (Form 1040), joint return support, and document management.
Premium
$255/mo (billed annually) or $299/mo
Includes everything in Essential plus S Corp tax filings (Form 1120-S), payroll setup and management via Gusto, and salary guidance.
User reviews
Frequently asked questions
What pricing plans are available with Heard?
Heard offers three plans: Lite ($129/mo annually or $149/mo), Essential ($169/mo annually or $199/mo), and Premium ($255/mo annually or $299/mo).
Is annual tax filing included in the Lite plan?
Annual tax filing is not included in the base Lite plan, but can be added as a one-time $750 fee when ready.
Does Heard help with S Corporation election?
Yes, Heard offers S Corp readiness reports, handles election paperwork, calculates reasonable salaries, and manages ongoing S Corp compliance.
Who is Heard designed for?
Heard is built specifically for licensed therapists, wellness practitioners, solo practice owners, group practices, and independent contractors in private practice.
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