ConnectBooks offers an Accounting Portal, a simple way for accounting and bookkeeping firms to manage many client accounts and their own employees.
How it works
1. Get approved
Accounting firms fill out a short approval form first. Once approved, they can start getting access from their clients.
2. Clients give access
Store owners give their accounting firm access:
Go to Users.
Click Add User.
Choose Accounting Company.
Pick the firm in Select Accounting Company.
Click Invite Company.
What firms can do in the Accounting Portal
Add employees
In the profile menu click Accounting Employees, then Add Employee.
Fill in First Name, Last Name and Email.
Tick Assign Admin Permission, or pick from Accounts.
Click Invite User.
Each person gets an email to set up their own login.
Assign client accounts
Pick which client accounts each employee can access from Accounts. This keeps things organized and secure.
Make admins (optional)
Tick Assign Admin Permission to make an employee an admin. Admins get access to all current and future client accounts, so you don't need to assign new accounts by hand every time.
Using the Accounting Portal
Switch between clients
Employees log in and use the account switcher in the top left corner to jump between client accounts.
Manage access anytime
Firm admins can:
Add or remove access for employees
Update who sees what, whenever needed
Changes happen right away.
Example: Apple Solutions
Say Apple Solutions is an accounting firm with many clients using ConnectBooks.
Apple Solutions applies to become an approved accounting firm in ConnectBooks.
Each client gives Apple Solutions access from the Users page.
The firm adds bookkeepers to its team in the portal.
Each bookkeeper is assigned to the right client accounts.
The admin can change access anytime, adding or removing team members as needed.
Why it's better
The Accounting Portal helps everyone:
Firms get more control and save time
Sellers don't have to manage every invite
Teams work faster with easier access
Frequently asked questions
Does my firm need to be approved first?
Yes. Fill out the approval form. Once approved, clients can give you access.
How does a client give our firm access?
Go to Users, click Add User, choose Accounting Company, pick the firm in Select Accounting Company, then click Invite Company.
What does Assign Admin Permission do?
It gives the employee access to all current and future client accounts.
How do employees switch between clients?
With the account switcher in the top left corner.