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For accountants & bookkeepers · 14-day free trial · no card

Compress 11 client spreadsheets into one dashboard per client.

Tax season is won or lost on how fast you can pull a client's numbers into something you can think with. DDH replaces the spreadsheet-per-question pattern with 266 ready-built dashboards — P&L, expense, quarterly tax, revenue forecasts — that update as you type.

14 days full access · cancel in one click · works on phone + laptop

What you actually use it for

Three workflows the accountants crowd hits first. Plus 263 more dashboards behind the same login.

Quarterly tax estimates per client

The Quarterly Tax Planner runs federal + state by bracket, after deductions, with line-item edits — and saves per-client. Replace the 9-tab estimator spreadsheet you re-build every April.

Live P&L + expense dashboards

The P&L Generator and Business Expense Tracker compute as you type and export to PDF/CSV. Walk into a client review with a single screen instead of a deck of CSV exports.

AI-assisted client memos & write-up notes

Prompt Studio lets you save a tax-season template once (quarterly summary, year-end memo, S-corp election explainer) and re-run it on each client in seconds — your wording, your model.

The tax-season math

Time spent re-building per-client spreadsheets
~3 hrs / client / quarter
Active clients (typical solo practice)
40
Quarterly hours saved
120 hours
Billable rate
$150 / hour
Quarterly value
$18,000
DDH Pro
$19 / month

If DDH saves you 8 minutes per client per quarter, it pays for the entire year.

See $19 Pro & $99 Teams →Start the trial →

Dashboards built into the same login

Public previews — no signup needed to try them on your numbers.

Built for solo and small-firm accountants — the same 266 dashboards used by our highest-billing client-services subscribers. No surcharge for accountant use.

Questions accountants ask before signing up

Does this replace QuickBooks, Xero, or my tax software?+
No. QuickBooks / Xero are the books; Lacerte / Drake / UltraTax are the returns. DDH sits between them as the working layer — quick estimates, client-facing dashboards, AI drafting, side-of-desk tracking. Most accountants run DDH alongside their existing stack, not instead of it.
Can I use one account across multiple clients?+
Yes — Pro ($19/mo) is per-operator, and you can run as many client engagements as you want from it. For multi-staff firms, Teams ($99/mo) gives 5 seats sharing a workspace. The 266 dashboards are not metered per client.
Is the data secure for client work?+
Most dashboards run entirely in your browser, so client numbers never leave your device. Saved entries sync to your account so you can pick up on a different device. We never sell or share your inputs — see /privacy. For prompt-routing, you supply your own model (Claude/GPT/Gemini), so confidentiality is governed by their terms.
Does it generate IRS-ready forms?+
No — DDH is not tax-prep software and does not e-file. It produces the working numbers (quarterly estimates, P&L summaries, expense ledgers) that you carry into your tax-prep software or hand to a client. This is intentional: estimating and drafting is what eats your hours; the e-file workflow is already solved.
What if my clients use Excel and won't change?+
Every dashboard exports to CSV — you stay on DDH for the working math, deliver the file to the client in whatever format they want. They don't have to learn anything new.
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14 days full access · $19/mo Pro · $99/mo Teams · cancel any time