ConnectBooks has introduced a powerful new Accounting Portal, designed to simplify how accounting firms manage multiple client accounts and bookkeepers. This feature empowers accounting companies with more control, flexibility, and efficiency—without needing constant involvement from store owners.
Overview
Previously, store owners had to manually invite each bookkeeper, limiting scalability and creating unnecessary steps. The new Accounting Portal shifts access management into the hands of the accounting company itself.
1. Inviting an Accounting Company
To begin, the store owner can navigate to:
On the top right corner click on Profile > Users → Add User > Accounting Company
From there, they can:
Enter the accounting company's name
Provide the main email address
Once submitted, the accounting firm receives an email invitation to join and set a password to setup their account.
2. Managing Employees Within the Portal
After logging in, the accounting company gets access to a dedicated portal where they can:
Invite Employees
Add employees by entering their name and email
Assign Client Accounts
Grant each bookkeeper access to specific ConnectBooks accounts connected to the firm.Assign Admin Access (Optional)
You can assign the new user to be an admin, which will make them gain automatic access to all current and future connected ConnectBooks accounts, eliminating the need for manual assignment to each new account.
3. Switching Between Client Accounts
Once invited, the new user will get an email asking them to join and set a password, the bookkeepers can:
Log in with their credentials
Use a dropdown menu on the top left to switch between accounts they have access to.
This feature simplifies navigation and boosts productivity.
4. Removing Access
Account admins can:
Revoke access to specific client accounts at any time
Add accounts at any given time
Access changes are applied instantly, maintaining security and control.
5. Real-World Example
Imagine Apple Solutions, an accounting firm with multiple clients using ConnectBooks:
Each client sends one invitation to Apple Solutions using their main email account.
The firm adds its bookkeepers and assigns them to specific accounts
Admins can update accounts, remove access, or switch bookkeepers as needed
6. 📣 For Accounting Firms: How to Get Started
If you’re an accountant and want access to your clients' ConnectBooks accounts:
Ask each store owner to invite your firm using your main company email address — the same one you plan to use to manage your clients.
Once you're invited:
You’ll get access to all clients who’ve added you
You can then invite your internal team and manage permissions with ease
✅ No more sending multiple email invites back and forth.
✅ Just one invitation per client gives your firm full, flexible access.
Summary
The Accounting Portal is a smarter way for firms to manage client relationships in ConnectBooks. It offers:
Greater control for accounting companies
Less overhead for store owners
Scalable, secure access to multiple client accounts
This update makes collaboration easier and more efficient for all parties involved.