HeardReviews of joinheard.com

Heard has really helped reduce my stress around accounting and taxes. Their platform is easy to navigate. When I've had questions, the support team has been efficient and effective. I was hesitant to use Heard because I've prepared my own taxes in the past and wasn't sure if the benefit would be great enough. Frankly, having solid support for accounting and taxes is worth the trade off in having my time back.

Superb customer service! Heard could not make bookkeeping, payroll, and all the rest easier - the support I've gotten throughout setup was second to none. I was a babe in the woods with *all* of this stuff; I'm very grateful for Heard.

I worked with Heard starting the fall of 2022. Initially I felt like it was a good platform as I was only 3 months into my full time practice when the tax year ended. After a full year in private practice come to realize that I need more support than Heard offers. Recently, I had concerns about my Q4 estimates and asked to have a video or phone call with someone to discuss. However, I was only offered email support. I felt that I needed more. One reason I signed on with Heard was the quarterly check-ins with the tax accountant assigned to my account. That service ended (without explanation) after Q2 this year. Given my anxiety about taxes I would schedule my quarterly check-ins in advance by 3-6 months. The appointments were canceled without explanation twice. Finally I emailed Heard and was informed they were taking a "team approach" and would only have quarterly check-ins as needed. These check-ins were one of the main reasons that I signed up to use Heard. I found this change surprising and disappointing. Unfortunately I later learned that I provided the wrong information for my Q3 spouse withholdings which created a domino effect on my estimates. Though I owed nothing in Q3, I now know that was because of my own oversight. I feel that if I'd had someone working closely with me that mistake would've been caught or (possibly)never had happened. I now have a very big estimated tax bill for this past year which was anxiety provoking and scary. As a private practice professional completing my first year in full time practice, this is was one of my biggest fears entering into full time solo practice. However, I've been in touch with new accountants and have found someone that I trust will work closely to help me lower my tax bill and help me manage my business finances. Having a more detailed and personal conversation about my business and taxes eased my fears and I realized that Heard, unfortunately, is not meeting my needs. I was pretty disappointed since they claim to be knowledgeable about private practices AND provide "human support". I'm comfortable with online/video services, but when I was seeking to speak with someone I only received template email responses until my issues were shared with "higher level tax experts". I appreciated the platform, but I need someone who will really partner with me and collaborate on my business needs and growth. TLDR: Realized I need a more personal collaboration with a tax accountant especially after receiving an unexpected (somewhat jarring) tax estimate. -Pros- -The platform is user friendly and clear -The reminder emails for monthly bank statements are helpful -Bookkeeping is very professional and responsive -Cons- -No personal interactions outside of email -You are expected to know the information needed for tax estimates -No video check-ins with accountants, quarterly or otherwise -If you mess up, no one looks over your numbers to assist/correct -A Third Party is contracted to do taxes (for me this is a con because we aren't partnering to discuss how to file all the information that will help me/my business)

Heard has been an absolute delight to work with. They are personable, proactive, professional, and responsive. I honestly should have started the process of working with them when I first started my practice, but three years in and they have helped me get more organized, save money on items I didn't know were tax deductible, and helped me see a more clear picture of my business and how to plan for the unexpected. I can't rate them high enough!

Heard is timely in responding to my questions, setting up times to talk virtually, and making things clear to someone who is not an accountant. The turnaround on bookkeeping is quick and they have proven to be very reliable!

I am a new subscriber and I hope that Heard can meet my needs to organize my finances as a private practice owner and file my taxes accordingly this year. It is refreshing to find an organization that is an expert in helping therapists with their financial organization and tax preparation so I can focus more on helping my clients instead of stressing out about organizing my business finances. I hope that Heard won't disappoint me and other therapists during this mental health crisis our world is facing.

I recently decided that I no longer want to pay $200 a month for Heard's services--it's not worth it. I was not happy with their tax department and informed them that I would not be utilizing their services for my 2023 tax preparation. This decision was based on generic responses I received to an overly inflated quarterly tax estimate. I also decided that I needed to cancel my Heard subscription because paying $200 a month for bookkeeping services alone for a practice of less than 15 clients makes zero sense. I have sent multiple communications to Heard regarding my request to cancel my subscription and no one is getting back to me. Beware, Heard's platform doesn't allow you to remove your form of payment so they are basically creating a condition where you have to call your bank to stop the subscription which would mean cancelling a debit card associated with the Heard platform. That's just bad business! 1/17/2024: This is in response to Heard's reply. It's unfortunate that you are stating that you stand by your estimate when you ended up reducing it after I pushed back on the estimate. The bottom line is that your services are not very personalized and are really expensive for someone that has a very small practice. This is information that therapists should be aware of. In terms of the lack of communication to my request to cancel my subscription, it's funny that someone replied to my review faster than my request to cancel my subscription. The same information about the process to cancel could have been relayed to me directly but it wasn't which is what caused me to be anxious about the process. In fact, to date no one from Heard has explained the offboarding process to me. Your reply is the first I'm hearing about those steps. Not good!

Responsive and clear on instruction or next steps. So far so good.