Guided, step-by-step Form 990 preparation built for nonprofit staff. Auto-calculated totals, live compliance checking, and every keystroke saved to the cloud.
Four steps. Most organizations complete entry in under two hours. Every field auto-saves so you never lose work.
Built for nonprofit finance staff, not professional tax preparers. Plain language guidance on every step. No accounting degree required.
Every dollar totals automatically as you type. Revenue, functional expenses, and balance sheet update in real time. No formulas, no manual math.
Instantly checks that total assets equal total liabilities plus net assets. Shows the exact dollar difference so you find errors before the IRS does.
Automated review of required fields, EIN format, officer data, and balance logic. Pass, warn, and fail ratings on every critical item before export.
Calculates your 5-year public support percentage automatically and tells you whether you pass the 33.3% threshold required for public charity status.
Every keystroke is encrypted and saved to your secure database. Log in from any device, any browser, and pick up exactly where you left off.
Generate a clean formatted summary for your CPA or import into your tax software. Includes all figures, officer compensation, and program descriptions.
Invite your CPA, treasurer, or board member with view or edit access. Review and approve sections together without spreadsheets going back and forth.
Upload a prior year Form 990 PDF and Book990 will extract and pre-populate your fields automatically via document OCR. No re-entering data you already have.
See current year figures side by side with last year's return. Spot trends, flag anomalies, and give your CPA context for significant changes.
Not for Big 4 accountants with $50K software licenses. For the executive director staying late in March trying to figure out Part IX.
Responsible for compliance but not a tax professional. Book990 walks you through every section with plain language guidance at each step.
You handle the numbers but don't file 990s every day. Guided sections and live auto-totals keep you accurate without specialized training.
Managing multiple clients? The Professional plan handles up to 10 returns with multi-user access so your team can collaborate in one place.
Use Book990 to collect, organize, and validate client data before your review. Share access with clients to fill their data, then you review and sign.
Gross receipts under $50,000. Simplest form, filed directly online with the IRS. Book990 is not required for this version.
Gross receipts $50K to $199,999 or total assets under $500K. Book990 guides you through every line with auto-calculated totals.
Gross receipts $200K+ or total assets $500K+. Complete coverage -- all Parts, Schedules A, B, J, and O, plus fund accounting, donor records, and grant tracking. Book990 handles the full form.
14-day free trial on every plan. No credit card to start. Cancel anytime with no penalty.
Every other tool on this list was built for accountants, enterprises, or general finance teams. Book990 was built specifically for the nonprofit filing the 990 itself.
| Feature | Book990 | Aplos | Blackbaud | MonkeyPod | Sage Intacct |
|---|---|---|---|---|---|
| Form 990 Filing | |||||
| Guided Form 990 interview engine | ✓ | — | — | — | — |
| Complete Form 990 coverage (all parts & schedules) | ✓ | — | — | — | — |
| Pre-filing compliance checker | ✓ | — | — | — | — |
| Balance sheet validator built in | ✓ | — | ✓ | — | ✓ |
| Schedules A, B, J, O included | ✓ | — | — | — | — |
| Ease of Use | |||||
| Designed for nonprofit staff, not CPAs | ✓ | ✓ | — | ✓ | — |
| No implementation or IT setup required | ✓ | ✓ | — | ✓ | — |
| Live in minutes, not weeks | ✓ | ✓ | — | ✓ | — |
| Browser-based, nothing to install | ✓ | ✓ | ✓ | ✓ | ✓ |
| Nonprofit Accounting | |||||
| Fund accounting (restricted vs unrestricted) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Grant tracking and reporting | ✓ | ✓ | ✓ | ✓ | ✓ |
| Donor records and Schedule B support | ✓ | ✓ | ✓ | ✓ | — |
| Statement of Activities | ✓ | ✓ | ✓ | ✓ | ✓ |
| Pricing and Access | |||||
| Starting monthly price | $179/mo | $79/mo | $800+/mo | $99/mo | $1,000+/mo |
| Free trial available | ✓ | ✓ | — | ✓ | — |
| No long-term contract required | ✓ | ✓ | — | ✓ | — |
| Transparent public pricing | ✓ | ✓ | — | ✓ | — |
| Built for small to mid-size nonprofits | ✓ | ✓ | — | ✓ | — |
Competitor feature and pricing data sourced from publicly available information as of 2026. Blackbaud and Sage Intacct pricing reflects typical nonprofit contracts.
Book990 is in active development. Here is what is built today, what is in progress, and what is on the longer-term roadmap.
Parts I, III–XII, Schedules A, B, J, O, Grant Tracker, Donor Records, Fund Accounting, Compliance Checker, and Return Summary. Every section auto-saves to the cloud with live totals, cross-section validators, and balance sheet reconciliation.
Invite your CPA, treasurer, or board member with view or edit access per return. Available on Professional plan.
Clean, formatted print-ready summary generated from your return data. Export from any section at any time.
Upload a prior year Form 990 PDF and Book990 will extract and pre-populate your fields automatically using OCR document parsing.
Donor financial records feed Schedule B automatically. Major donors over the $5K threshold are flagged in real time. Fund ledger, bank import, and Statement of Activities are all live.
Filing Form 990 directly through IRS Modernized e-File (MeF) as an authorized e-file provider. On the long-term roadmap.
"The difference between filing with confidence and filing with anxiety is knowing your numbers are right."
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