Advisor access is included
Clients can invite their accountant without buying another company subscription.
- Accountant role
- Company-specific access
- Live reports
Work across a client's companies with role-scoped access, supervised AI, immutable corrections, and a year-end trail that shows what changed and who approved it.
Illustrative product workflow · Sample data
Clients can invite their accountant without buying another company subscription.
The assistant can read, prepare, and complete the work your client's role permits. It asks before anything that posts, voids, or sends, and every action keeps its provenance.
Posted history is not silently rewritten. Reversals and adjustment entries preserve the record your review depends on.
30-day trial. Card required. Cancel before the first charge.