Accountant Workspace

Manage multiple clients without losing control

Handle accounting, invoicing, and filings for each client from a single panel, with alerts and tasks for your team.

Try free for 15 daysSee pricing
Instant company switching
Tax calendar with alerts
Task manager for accounting teams
Centralized financial reports
Invoice and REP panel per client
Audit log and traceability

Multi-client panel

Switch between companies without logging out and keep your context.

Tax calendar

Automatic reminders for D-104, D-270, and key deadlines.

Tasks and control

Assign tasks, track status, and log team activity.

How it works

The Accountant Workspace does not charge accountants a separate license. The client must be on Growth, Pro, or Accountant and grant access.

Step 1

Free for accountants

The accountant pays nothing. The client keeps an active Growth, Pro, or Accountant plan.

Step 2

Invitation-based access

The client invites from Settings → Users.

Step 3

Accountant panel

The accountant logs in with their existing account and goes to /accountant.

Step 4

Multi-client

Each client invites the same accountant to grant access.

Frequently asked questions

Is the Accountant Workspace included?

Yes. The accountant pays nothing; the client needs an active Growth, Pro, or Accountant plan and enables access.

Can I invite my team?

Yes. You can create users with roles and permissions according to the contracted plan.

How do accountants access the system?

The client invites the accountant from Settings → Users. The accountant logs in with their existing account and goes to /accountant.

How are multiple clients linked?

Each client invites the same accountant, enabling them to see multiple companies from the panel.

Is there specialized support?

The Accountant plan includes priority support and dedicated assistance.

Does it work for firms managing many companies?

Yes. The Accountant Workspace is designed for multiple clients, fast company switching, and centralized tasks, dates, and reports.

Can I track D-104 and D-270 deadlines by client?

Yes. The tax calendar and tasks help track key obligations by company to reduce missed deadlines and scattered work.

Resources for accounting firms

Connect the accountant workspace with practical guides on filings, tax dates, and Costa Rican compliance.

D-104 VAT in Costa Rica: a complete guide to filing correctlyComplete TRIBU-CR 2026 guide for businesses in Costa RicaHow to register in TRIBU-CR: steps, requirements, and mistakes to avoid

Compare before choosing

If your firm is evaluating tools, review how Kontafico compares with alternatives used in Costa Rica.

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