Help · Practice consoleFor accountants
Practice console
For accountants: add clients, switch in with one click, run cross-client reports, bulk actions.
5 guides
012 min read
Add your first client to the Practice console
Create a new tenant for a client right from the Practice console — no second sign-up.
2 sectionsRead
021 min read
Switch into a client's books in one click
Move from the firm console into any client's tenant without a second login.
3 sectionsRead
032 min read
Cross-client AR aging (Practice Growth+)
Run AR aging across every client at once and pick the worst offenders to chase first.
2 sectionsRead
042 min read
Bulk-action toolbar across clients
Run the same action across many clients in a few clicks — statements, reminders, locks.
2 sectionsRead
052 min read
Practice-wide audit log
Every action your firm takes across every client — searchable in one place.
2 sectionsRead
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