{
 "schema_version": "1.0",
 "id": "heard",
 "name": "Heard",
 "research_status": "researched",
 "vendor_domain": "joinheard.com",
 "category": "Financial Operations",
 "task": "Tax & compliance",
 "summary": "Done-for-you bookkeeping and taxes built for therapists and a growing range of health-and-wellness practices — SLPs, dieticians, chiropractors, audiologists, coaches, massage and physical therapists: monthly books, quarterly tax estimates, annual filing and S-corp support by specialists who know the niche.",
 "best_for": "therapists and health-and-wellness practice owners — SLPs, dieticians, chiropractors, audiologists, coaches, massage and physical therapists — who want books, quarterly estimates and filing handled by specialists who know their niche",
 "skip_if": "you are comfortable doing your own books in a general tool at a fraction of the price, or your business sits outside the health-and-wellness practice niche",
 "honest_knock": "Mind the fine print between tiers: the entry plan does not include your annual tax filing (a ~$750 one-off on Lite), it is annual billing only, and messy back-months cost extra as catch-up fees. Price the tier that actually includes filing.",
 "pricing": {
  "status": "public",
  "entry_price": "$129",
  "entry_price_terms": "Lite · per month, annual billing only",
  "from_price_usd_month": 129.0,
  "plans": [
   {
    "name": "Lite",
    "price": "$129/mo, $1,548 a year",
    "includes": "bookkeeping, financial reports, quarterly and annual tax support for solo sole proprietors"
   },
   {
    "name": "Essential",
    "price": "$169/mo, $2,028 a year",
    "includes": "adds personal tax preparation and filing"
   },
   {
    "name": "Premium",
    "price": "$255/mo, $3,060 a year",
    "includes": "for group practices and S corps, with payroll as an add-on"
   }
  ],
  "plans_source": "hand-curated from the vendor's pricing page",
  "notes": "(re-verified 2026-09-05 and 2026-10-06 on their own pricing page) Three plans, billed upfront per year with the monthly equivalent shown: Lite $129/mo or $1,548 a year, Essential $169/mo or $2,028, Premium $255/mo or $3,060. Lite covers done-for-you bookkeeping, financial reports and quarterly and annual tax support for solo sole proprietors; Essential adds personal tax preparation and filing; Premium is for group practices and S corps and brings payroll in as an add-on. Annual tax prep and filing is a $750 one-off add-on on Lite. Two costs sit outside the plan price: catch-up bookkeeping, required when you join, at $99 for each month you have been in business this year (advertised in September 2026 as a 50% limited-time offer, and on 6 October 2026 as free for 2026 books in a World Mental Health Day offer), and payroll for S corps at $39 a month plus $6 per person. The 30-day free trial the page offered in September was no longer on it on 6 October 2026. Heard bundles business banking at no extra cost; its own llms.txt (read 6 October 2026) gives the rate as 1.00-2.50% APY, tiered, with FDIC insurance up to $3M through partner bank i3 Bank.",
  "verified_at": "2026-10-06",
  "source_url": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "addons_extra",
   "label": "Key features are paid add-ons",
   "evidence": "Annual tax prep and filing is a $750 one-off add-on on Lite.",
   "verified_at": "2026-10-06",
   "source_url": null
  },
  {
   "id": "annual_lock",
   "label": "Annual commitment",
   "evidence": "Mind the fine print between tiers: the entry plan does not include your annual tax filing (a ~$750 one-off on Lite), it is annual billing only, and messy back-months cost extra as catch-up fees.",
   "verified_at": "2026-10-06",
   "source_url": null
  }
 ],
 "compare_with": {
  "name": "Bench or a local CPA",
  "why": "Bench wins on general small-business bookkeeping breadth, a good local CPA on complex situations; Heard wins on therapy-practice specialization and S-corp guidance"
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/heard.json",
  "review": "https://officesoftwaremarketplace.com/heard-review.html",
  "marketplace": "https://aibuildermarketplace.com/marketplace/heard/",
  "vendor_site": "https://joinheard.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://affiliate.joinheard.com/slaxy5o988ny",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "not_yet",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": null,
  "growth": null
 },
 "unknowns": [
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "No computable price rules yet: cost at a given team size cannot be calculated for this product.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "heard:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "heard:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "heard:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "heard:minimum_seats",
   "key": "minimum_seats",
   "question": "Is there a minimum number of seats or users on any plan?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 }
}