Firm

Start an accounting firm

For bookkeepers and accountants: one place for your clients' books, your staff and what needs doing. Your firm's own books are free.

Clients
ClientStatusTo do

A company becomes your client when you set it up here, or when it invites someone from your firm as its accountant. The client controls your access and can remove the firm.

Set up a client

You own it until you hand it over: invite the client from the company's Users page, then transfer ownership there. Your firm stays on as its accountant.

Who works on this client

Each person gets the client's accountant access and uses one of its accountant seats. Taking someone off ends their access there.

People
NameEmailRole