Invite your team
“Can I bring my bookkeepers and other accountants in, and control what they see? Is there a per-seat charge?”
Settings › Practice team. Invite colleagues as Admin (every client, manages the team) or Staff (only the clients allocated to them). No per-seat charge: the practice pays per live client, however many people work on them.
Real screens from the live product, filmed as Harbour & Vale Accountants on 2026-09-02. Use the arrow keys to move between steps.
Step 1 of 4
Settings › Practice team
The firm's people, their roles, and the self-allocation switch. This is the practice's team, separate from the seats a client business might have on its own company.
Try it with one real client.
Fourteen days free, then billed per live client in arrears. Add one client and see how it lands before you move the rest.