Add what your firm needs. Not another system you have to become.
Hearth gives accounting firms access to specialized advisory, delivery, and practice infrastructure. Choose the capability your firm needs today, combine several where they fit, and expand without building every function internally.
Choose the capabilities your firm wants to add
Hearth capabilities are available à la carte. Each addresses a different constraint inside an accounting firm — specialized documentation, delivery capacity, practice infrastructure, or advanced client strategy — and each can be evaluated on its own.
HearthRC Defense
A structured reasonable-compensation capability for S-Corporation clients, built around documented analysis and a repeatable process your firm can review and deliver.
Managed Bookkeeping
Recurring bookkeeping capacity for firms that want to serve more clients without making every increment of growth depend on another internal hire.
Practice Management
CRM, client activation, campaigns, and workflow infrastructure intended to help firms surface and move opportunities already inside the client base.
Legacy
A higher-diligence strategy for qualifying clients whose circumstances and domain expertise support a more involved planning and implementation process.
Explore a broader Hearth partnership.
If several parts of the practice need support, Hearth can help identify where to start and how multiple capabilities can fit together without forcing a preset package.
S-Corp Calculator
The calculator gives firms a useful client-facing entry point into the S-Corp and reasonable-compensation conversation. It can support prospect education, co-branded outreach, and the path into HearthRC without being positioned as a fifth core capability. S-Calc is included at no cost when a firm starts an eligible Hearth pilot or a Legacy engagement.
A utility that opens the conversation.
A supporting utility for engagement and education — not a fifth paid capability. Eligible pilot and Legacy relationships include access at no additional cost.
Explore S-Calc →One firm can use one capability — or several
The common thread is the firm relationship at the center. There is no required sequence and no assumption that every firm needs every capability.
One firm may only need bookkeeping. Another may use HearthRC and Practice Management. A third may evaluate Hearth as a broader operating and advisory partner. Legacy can sit alongside any of those relationships when a qualifying client creates the reason for it.
See the partnership paths →
Your firm stays at the centerYour firm stays at the centerLegacy belongs in the capability set, but not in the same sales motion
Legacy is intentionally visible here because it can be one of Hearth's most consequential capabilities for the right firm and client. It also deserves more explanation before anyone is asked to adopt it.
The dedicated Legacy page therefore behaves less like a conventional service page and more like a diligence funnel: understand the mechanism, recognize fit and non-fit, review how delivery is governed, inspect the evidence, and only then move into qualification.
Explore Legacy →What firms need to know
- Legacy is not required to become a Hearth partner.
- It is not positioned as a free signup or impulse offer.
- It is intended for a narrower client profile than the rest of the capability set.
- The firm gets the context and diligence it needs before a client moves into qualification.
Start narrow or evaluate the broader relationship
The commercial motion matches what the firm is actually trying to accomplish. There is no universal "trial" across capabilities.
One capability
The firm already knows the problem: reasonable compensation, bookkeeping capacity, practice infrastructure, or a Legacy opportunity.
Start with that need →Not sure yet
The firm recognizes a broader capacity or advisory problem but does not yet know which Hearth capability fits it.
Describe the practice →Broader Hearth partnership
Several parts of the practice need attention, or the firm wants to understand Hearth as an operating and advisory partner rather than evaluating a single product in isolation.
The goal is not to force a preset package. It is to identify where Hearth creates the most immediate value, then phase additional capabilities only if the relationship proves useful.
Explore Partnership →Choose the Hearth capabilities that fit your firm
Start with one capability, combine several, or evaluate a broader relationship. Hearth expands around the needs of the practice rather than forcing a preset package.