Invite Team Members

Right now, you’re the only one who can access client accounts. If you’re sick, on vacation, or just swamped — nobody else can step in. That’s a bottleneck you don’t need. Add your team to the firm account. Each person gets their own login with appropriate access levels — bookkeepers see transactions, senior staff can make entries, admins manage settings. You stay in control while spreading the work.

​

Team member roles

​

Invite a team member

​

Managing team access

​

Change someone’s role

1. Go to Firm Settings → Team
2. Click on the team member
3. Change their role
4. Click Save

​

Change client assignments

1. Go to Firm Settings → Team
2. Click on the team member
3. Update their Assigned Clients
4. Click Save

​

Remove a team member

1. Go to Firm Settings → Team
2. Click on the team member
3. Click Remove from Firm

Their access is revoked immediately. Their activity history is retained for audit purposes.

​

Role permissions

​

Firm Admin

• Access all clients
• Manage team members
• Modify firm settings
• Manage billing
• White-label configuration

​

Senior Accountant

• Full access to assigned clients
• Run reports
• Make journal entries
• Approve transactions
• Cannot modify firm settings or billing

​

Bookkeeper

• View and categorize transactions
• Reconcile accounts
• Request documents
• Cannot make journal entries or access sensitive data

​

Viewer

• Read-only access
• View reports
• Cannot make any changes

​

Two-factor authentication

We recommend requiring 2FA for all team members:

1. Go to Firm Settings → Security
2. Enable Require 2FA for all team members
3. Team members will be prompted to set up 2FA on their next login

​

Activity logging

All team member activity is logged:

• Who accessed which client
• What changes were made
• When actions occurred

View logs in Firm Settings → Activity Log.

​

Seat limits

Your firm plan includes a certain number of team seats: Need more seats? Upgrade your plan or contact us for custom pricing.