ConnectBooks now offers an Accounting Portal, a simple way for accounting/bookkeeping firms to manage multiple client accounts and their own employees.
How It Works
1. Get Approved
Accounting firms need to fill out a short approval form first.
Once approved, they can start receiving access from their clients.
2. Clients Grant Access
On the Users page in ConnectBooks, store owners can grant access to their accounting firm by clicking Add User and selecting the accounting firm from the dropdown.
What Firms Can Do in the Accounting Portal
Once inside the portal, the firm can:
✅ Add Employees
Invite team members by entering their name and email.
Each person gets an email to set up their own login.
✅ Assign Client Accounts
Choose which client accounts each employee can access.
This keeps things organized and secure.
✅ Make Admins (Optional)
Admins get access to all current and future client accounts.
No need to manually assign new accounts every time.
Using the Accounting Portal
Switch Between Clients
Employees can log in and use the account switcher at the top-left corner to jump between client accounts.
It’s fast and easy.
Manage Access Anytime
Firm admins can:
Add or remove access for employees
Update who sees what, whenever needed
Changes happen instantly.
Real-Life Example: Apple Solutions
Let’s say Apple Solutions is an accounting firm with multiple clients using ConnectBooks.
Apple Solutions applies to become an approved accounting firm in ConnectBooks.
Each client grants access to Apple Solutions through the user or accountants page.
The firm adds bookkeepers to their team inside the portal.
Each bookkeeper is assigned to the appropriate client accounts.
The admin can manage 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
It’s a smarter, more scalable way to work with client accounts.