Frequently Asked Questions

Absolutely. Each Bench bundle has a different set of services that are customized to your business’ needs. It is normal for your business’ needs to change over time and when that happens, we’ll be here to support your move into the subscription that works for you.

Unlike other bookkeeping solutions, we don’t remove your login access after your subscription has ended. That means you’ll never lose access to your data within our platform. All reports can be easily exported to an Excel file to share with your accountant or future bookkeeping provider. Want to make the goodbye more permanent? We can fully wipe your data, too—at the end of the day, it’s your info and your call.

During your demo, we’ll walk you through the services included in each Bench bundle to determine which is the best fit for your business.

Within the Bench app, we protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption you’ll find with online banking and online shopping.

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Every Bench employee goes through a rigorous screening process, including multiple interviews and a criminal record check.

We don’t require any of your previous bookkeeping to complete work going forward, which means we won’t do a full import of your books into Bench. That said, we recommend keeping any previous bookkeeping on hand in case you need to make adjustments around tax time.

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Instead of importing your books, we use your bank statements as our source of truth. Send us your latest balance sheet and income statement, and you’re all set.

We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.

We connect with Stripe, Square, Shopify, PayPal, and Amazon. By connecting your payment processor, all of your transactions are automatically synced to Bench’s platform.

We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the financial data we need to reconcile your books.

There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.

We use our own proprietary software to complete your books. You won’t need any other software to work with Bench—we do everything within the platform.

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Every report accessible in the Bench platform can be exported to an Excel file for easy sharing with anyone from business partners to accountants.

We serve over 11,000 small business owners across the United States. You can find real reviews from over 900 Bench clients here.

We’ve been in business since 2012.

Each customer's main point of contact is a dedicated in-house, professionally-trained bookkeeper, based in North America. Part of what makes Bench unique is that we blend together the human touch with modern technology. Our in-house team is also supported by machine learning technology, which allows us to automatically process large amounts of financial data instantly, and close your books faster and accurately.

Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.

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We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.

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Your Bench Tax team consists of a Bench Tax Coordinator and a Bench Tax Advisor.