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For firms

Accountant program

For accountants who serve more than one business.

Who it is for

An accountant who keeps books for more than one client, and wants one login rather than a separate account per business.

What you get today

You sign in once and reach all of your client organizations; client data stays in each client’s own account.

What is coming

  • A cross-client dashboard on the portal.
  • A free accountant seat on every client plan.

Apply

This form collects the firm name, the contact name, an email address, a phone number if you enter one, and how many clients you serve today. We collect it to assess your application to the program. The application is sent as an email to our company mailbox and is not stored anywhere else. The firm name, contact name, email and client count are required to send the application; the phone number is optional.

By sending this form you agree to your data being processed under our Privacy Policy.