Propio Information

Propio is the all-in-one accounting platform that does the work. Bookkeeping, tax planning, and more run on a single tax-basis general ledger, with AI handling the heavy lifting, so accounting firms can serve far more clients with the same team, turn compliance into advisory revenue, and retire the patchwork of tools they have stitched together for years. We built Propio tax-basis from the ground up, the opposite of every other tool. The AI categorizes transactions, reconciles every account, reads and attaches checks, and builds 1099s, getting smarter with every client a firm brings on. Tax planning gives a live view of each client's position all year, not just in March, with strategies to reduce what they owe.