Tech and tax companies provide free services during pandemic

Jared King Parag Patel of Invoiced
Jared King and Parag Patel, cofounders of Invoiced.

The coronavirus pandemic has hit the United States hard and fast, and the domino effect is being felt. As people practice social distancing, they are spending less, and companies are struggling to survive. In the midst of the crisis, tech companies are doing what they can to help vulnerable customers and frazzled accountants dealing with the rapidly changing reality. Below is a list of companies and what they're offering. This list will be updated periodically. offices waives first 3 months fees for affected businesses is taking the following steps to provide support to the small business community during the pandemic:
  • Waiving the first three months of subscription fees for new customers experiencing a significant decline in revenue as a result of COVID-19;
  • Extended support and service hours and resources to help those dealing with different schedules as they balance work and home life remotely; and
  • Donating to GoFundMe’s Small Business Relief Initiative.
The Woodard Alliance offers free 60-day memberships
The Woodard Alliance is offering a free 60-day membership to accounting and bookkeeping professionals to provide the opportunity for increased professional interaction during this time of social distancing and the resources to guide their clients through the national economic and health emergency.

The Woodard Alliance is a membership group made up of small business advisors, offering access, sometimes discounted, to tools, systems, and shared knowledge.

The free 60-day membership in the Woodard Alliance is available to accountants and bookkeepers who are not current Alliance members and provides access to all Woodard Alliance resources and benefits, including the Woodard Alliance Forum, the VIP resource library, the members only webinar and included software and software discounts.

Accountants and bookkeepers can access the free 60-day Woodard Alliance membership at
Trintech offers task management product for free
Trintech, which makes financial corporate performance management software, is offering its product Adra Task Manager for free for up to six months to help mid-sized organizations close their books while they work remotely during the coronavirus crisis. The company states that the SaaS-based solution is deployed remotely and can be up and running in minutes, and fully functional within a day or two. For more information visit
Avii makes Workspace platform free for firms with up to 25 users
Avii has made its Workspace cloud platform for tax, audit, advisory, compliance and management consulting firms at no cost in its full version for up to 25 internal firm users with up to 1GB of data storage and unlimited client users free of charge until at least June 1, 2020.The platform offers the following tools:
  • Client portals;
  • Secure document exchange and archive;
  • Workflow management system with customized projects and tasks;
  • Resource status and planning powered by workflows;
  • Team and client collaboration;
  • Resource and team management;
  • Expense and invoice tracking; and
  • Unified dashboard and KPIs.

For more information, visit
AccountingSuite offers 3 months free to new customers
AccountingSuite is offering 3 months free to all new clients with the code 3FREE2020. Click here to sign up.
Dynatrace offers its cloud platform evaluation software free through May 19
Software intelligence company Dynatrace is providing new users with extended, free trial access to its Dynatrace Software Intelligence Platform, through May 19, 2020. New users will also receive free access to the Dynatrace Real User Monitoring (RUM) for SaaS vendor experience, through September 19, 2020. These actions are designed to help global organizations, especially those on the frontlines in the travel, logistics, and healthcare industries, keep their teams productive and maintain digital performance during the global response to the coronavirus.

Dynatrace’s software has inbuilt artificial intelligence and complete automation designed to provide answers, not just data, about the performance of applications, the underlying infrastructure and the experience of all users in an enterprise cloud environment.

For more information, visit
Beanworks waives fees for customers in vulnerable industries
Beanworks, an accounts payable automation software company based in Vancouver, is waiving all fees for up to 6 months to support businesses hardest hit by the COVID-19 crisis. To learn more about Beanworks’ current offer, click here.
BlackLine opens educational tools, CPE courses and more
Month-end close accounting software provider BlackLine is offering the following:

1. Open access to the entire BlackLine U library of educational online resources and self-led training, including CPE-eligible courses;
2. A new curriculum focused on closing in a distributed work environment including 15- and 30-minute “snackable” videos, live virtual instructor-led training sessions and virtual “coffee breaks” featuring interactive Q&A;
3. Pre-scheduled one-on-one time with a BlackLine subject matter expert to get real-time guidance; and
4. Task management and reporting tools free for six months to existing customers who haven’t yet licensed these solutions, as well as complimentary expert coaching sessions for those who subscribe to the software already.

Customers who don’t yet have tasks and reporting can visit to get started.
SmartVault adds free and flex options to document management and portal accounts
SmartVault, which provides cloud-based document management and client portals — essential tools for working remotely — has put in place some offers to assist accountants and tax providers during the pandemic.

For new customers:
  • Flexible month-to-month option. With the uncertainty surrounding COVID-19, and the urgent need to enable teams to work remotely, SmartVault has extended its annual discount to monthly plans from now through July 31, 2020 for new accounts opened by April 30, 2020.
  • SMartVault will Waive all fees for onboarding and training through April 2020, so firm teams can get started quickly.
  • Get started with eSignature with the first 100 envelopes free. SmartVault has added 100 free DocuSign envelopes to all new accounts, removing the need to handle paper documents or meet face-to-face.

For existing customers:
  • Extended access for seasonal licenses at no charge. Seasonal licenses will be extended to July 31, 2020 at no additional cost. The extension will be applied automatically to all existing & newly purchased seasonal licenses. If firms would like to add seasonal licenses to accommodate more team members during this time, they can find instructions here.
  • Complimentary access to eSignature. If you don’t have eSignature enabled on your account, schedule time with SmartVault reps and they will help get you started. Plus, we’ll add 100 free envelopes to your account. To request the free envelopes, or get help setting up an account, schedule a 10-minute appointment.
CountingWorks Pro opens COVID-19 resource hub
CountingWorks Pro, which provides website and marketing automation for accountants, has opened a resource hub that accounting professionals can use to adapt to the new remote environment. The hub offers resources including:
  • Workshop videos for adapting to digital client engagements,
  • Small business and tax-specific information relating to COVID-19; and,
  • The latest guidance from the IRS, Treasury, CDC, WHO, and other agencies.
Avidxchange offers AP and payments software for free
Avidxchange has introduced a new program to provide quick set-up and configuration of automated accounts payable and payments for firms and businesses to process invoices and payments at no cost for one year. redirects efforts to help SNAP participants, the charitable arm of expense software provider Expensify, had focused on paying off school childrens’ lunch debts, but with schools closed, it will now devote its efforts to matching SNAP grocery purchases up to $50 per family. It works like this:

1. Purchase food as normal with a SNAP card.
2. Download Expensify on iOS or Android, for free.
3. Join the policy.
4. SmartScan the receipt, which will tell Expensify how much you paid and show that it was paid for with an Electronic Benefits Transfer (EBT) card.
5. Submit it to
6. Set up a bank account to receive the funds. will reimburse up to $50 per family once a day until it runs out of funds.
1-800Accountant offers free services to small businesses and more
National virtual accounting firm 1-800Accountant is offering the following free services:
  • Free assistance, tax preparation, and consultation to small businesses, freelancers, gig workers, and independent contractors who have been impacted by the coronavirus.
  • Free tax analysis to determine if businesses qualify for various forms of coronavirus tax relief.
  • Tax return preparation for free for very small businesses like sole-proprietors and freelancers.

Business can visit the company's site or call (800) 888-6113 to learn more.
Jared King Parag Patel of Invoiced
Invoiced offers free AR to nonprofits
Accounts receivable solutions provider Invoiced is offering its software free to nonprofit organizations until Sept. 16.

The free services are available to U.S. based nonprofit organizations. Nonprofits must verify their eligibility with Invoiced using an EIN and nonprofit official email address. The free services are limited to Invoiced's "Basic" plan. Invoiced Basic is normally $100 per month. A credit card or other form of payment will not be required to secure the free services. The new program is available immediately.

To enroll, nonprofits should follow these steps:

1. Sign up for a free Invoiced trial at using the business email address. No credit card or payment method will be required at signup.

2. Connect the accounting system with Invoiced.

3. Send an email to including:
  • The business email used to sign up for the account; and
  • The EIN of the nonprofit organization.

4. Upon program acceptance, Invoiced will extend the nonprofit's free trial until Sept. 16, 2020.