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.
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.
Free for accountants
The accountant pays nothing. The client keeps an active Growth, Pro, or Accountant plan.
Invitation-based access
The client invites from Settings → Users.
Accountant panel
The accountant logs in with their existing account and goes to /accountant.
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.