Heard is a Delaware-incorporated financial software and services company built for therapists and wellness practitioners in private practice. It combines an in-house bookkeeping platform with a dedicated bookkeeping and tax team, and states it only accepts clients in that one vertical.

A solo licensed therapist or wellness practitioner running a private practice, taxed as a sole proprietor, single-member LLC, or S corp, who wants bookkeeping, quarterly tax estimates, and both business and personal annual filing handled together in one vertical-specific system, is well served by Heard.

Their intake is limited to therapists and wellness practitioners, so any business outside mental health and wellness falls outside their stated scope regardless of size. Annual tax filing is gated by plan: their entry plan excludes it at a $750 one-off cost, and their site states a client must upgrade to Essential or Premium for Heard to prepare and file.

Details reflect Heard's public materials as retrieved on 2026-08-10 and may have changed since, including pricing, plan structure, and promotional offers.

It depends on the plan. Heard's pricing page states that its entry plan covers done-for-you bookkeeping and quarterly tax support for solo sole proprietors just getting started, and that annual tax services are not included, at a $750 one-off cost. The same page states that books are prepared for annual filing within the platform, but that a client must upgrade to the Essential or Premium plan if Heard tax prep and filing is required, or work with an outside preparer. Heard's Lite plan page states that Essential is the full plan for solo therapists and covers everything in Lite plus annual tax filing handled by Heard. Separately, Heard's how-it-works page states that they provide personalized quarterly tax estimates and prepare and file business and personal annual federal and state tax returns, even if the client files jointly with a spouse.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Heard's Lite plan page states that a client who has transitioned to an S corp or added clinicians or associates is ready to upgrade to the Premium plan, done through the Stripe billing portal so that books, payroll, and tax setup are connected as needed. Heard's pricing page states that Premium is built for S corporations and group practices, and that they assess whether an S corp is right for the practice through a personalized readiness report and will file Form 2553 to elect S corporation taxation if it makes sense. Heard's how-it-works page states that for S corporations or group practices, payroll is included for up to one user, at an additional $6 per employee per month.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Heard's how-it-works page states that the process begins with a free consult call, and that after joining and connecting bank accounts, the client schedules an onboarding webinar with a specialist. The same page states that catch-up bookkeeping typically takes their team about two weeks depending on how many months are needed, and that they are only able to complete catch-up bookkeeping for the current tax year. Heard's pricing page states that the standard catch-up bookkeeping fee is $99 per month, with any months requiring transaction review calculated and applied at checkout.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.