HeardReviews of joinheard.com

I truly rely on Heard to keep my private practice running smoothly. The team is always quick to respond and incredibly helpful, and I especially appreciate the weekly educational resources that are clearly designed with small business owners in mind.

Heard makes it easy to keep my books. As a therapist, I don't have to worry about how my financial books are kept. They did my taxes for the year, helped me elect as an S-Corp, and communicate very quickly if there is an issue.

As a psychologist in private practice, financial organization has never been my strength. Working with Heard has been one of the best decisions I’ve made for my practice. I have been working with Heard for several years and have been extremely satisfied with their service. What I appreciate most is how they understand the unique needs of mental health professionals. They’re familiar with common expenses like EHR software, continuing education, and malpractice insurance, which makes the entire process smooth and stress-free. They also have great communication and respond quickly when I have questions. I would highly recommend Heard to other therapists. It’s been really helpful having a team that understands private practice.

Before I found Heard, I was trying to figure out my taxes, finding myself more and more exhausted, frustrated by the numbers not adding up and guessing as I started my therapy practice. Now that I've been with Heard for several years, I'm seeing the rhythms and work come into play, my practice is starting to run on auto-pilot, I have enough saved for taxes every quarter and starting to feel like I can really make this work. Heard's support team is really helpful in quickly answering questions/feedbacks, and bringing clarity to the business side of helping others. So grateful for Heard!

The team at Heard is always so wonderful, no matter what department I’m working with. Everyone is so responsive & helpful; if they can’t answer my question they’ll reach out & find the answer to make sure they’re giving me the right one! Definitely recommend them to everyone!

HORRIBLE, horrible, horrible. Biggest regret I have in my 10 years of self-employment. This service is way overpriced for what you get. I decided to splurge because I was hoping to get more service and support. That did not happen. The opposite happened. For a month of their service, Quicken can do the same thing of auto categorizing regular charges. The service has become increasingly unresponsive, with wait times for a reply now stretching to days and weeks. This has forced me to send multiple follow-up messages just to receive a basic response, which is unsustainable for any small business owner who relies on timely financial data. I am currently paying for a service that I am essentially performing myself with an auto categorization bot. I have never paid more taxes than I paid with Heard. Their bookkeepers did not listen to my feedback, and would change my transaction categories back even after I edited them to what they were. I did a lot of math when I started using this platform to see if it would be worth the cost, and I'm very disappointed to say this was a massive waste of money. I would highly dissuade anyone from using this platform. I have used CPAs, tax preparation companies that work specifically with small businesses, and even H&R block. The personal services I received from each of those different companies were 20x more personal and helpful. With Heard, you have to figure out which documents to upload and you fill out your own questionnaire WITHOUT having a foundational conversation with your tax preparer. They don’t try to understand you or your business or what your personalized situation is. It is the furthest from a personalized service as you can get. You are given a chat box but the preparer is rarely online. I needed a basic form and she didn’t know what it was, so I just googled the purpose of the form and sent it to her. Apparently, that was too difficult for her to do. Also, every tax preparer has always provided to file my Franchise and Excise Tax form. But I was informed that Heard does not provide that. What? So, I’ve again had to do more work. Most other tax preparers would not file this unless they also did my 1040, so Heard put me in a position to have to learn how to do it myself and file my own with the state. Unbelievable. You don’t get a person assigned to your account that you can deal with. It’s just basically signing up with an automated machine with no personal involvement or personalized business support. You also can’t get out of the contract. You can’t cancel. You can’t get a refund. You can’t stop the service. I am biding my time until I get out of this AWFUL company. I would NOT recommend this service and wish I could get out of it.

I would give zero stars if possible. Heard has not provided the service they state. I have participated for three months and have not had a single personal contact with Heard. I have not been assigned an accountant and they have done nothing to support me other than selling me tax software that I could get anywhere. They send multiple messages a day, including advising me on Feb 12 that i would require a tax extension. I find this unacceptable. BEWARE of Heard. You do not get what they promise at all.

I appreciate and enjoy having the bookkeeping and accounting to keep me accountable, informed, and equipped. Not to mention the many different information given regarding private practice, management, and growth. I just opened my private practice in October 2025 and it really does help me focus on my client but not worry about my bookkeeping and finances.