One firm account
When you sign up, choose "I represent an accounting firm" or "I am an accountant / sole practice". Your firm's owner and admins manage clients and invitations.
Accountants & Bookkeepers
Manage every client in one place
One firm account, one login, every client business. You invite the client, the client approves, your staff get assigned, and you switch between clients from the same menu.
10,000+ businesses run on Simplebks.
Invite a client business
Enter the owner's email and, optionally, the business name and your team members. Choose the rights you ask for; the owner can change them before approving. The invitation stays open 90 days.
Add many clients at once
Upload a CSV or XLSX file of up to 100 rows. Simplebks previews it and flags problems before anything is sent. Each row is an ordinary invitation the owner must approve.
The client chooses your rights
Pre-ticked: financial statements, VAT and WHT reports, the monthly management report, view-only journals and bank reconciliation. Everything else needs the client's tick, changeable any time. See how clients control access.
The client sets the posting policy
The client sets how posting rights take effect, and can change it at any time. Every client starts on Owner approval. Once the owner approves a request, repeat the same action and it posts.
| Setting | What happens |
|---|---|
| Owner approval (default) | Your journals, opening balances, chart of accounts changes, capital transfers and reconciliation actions wait for the owner's approval. |
| Accountant-managed | You post those actions directly. |
| Custom | The client picks, action by action, what you post directly. Everything else stays with the owner for approval. |
Assign your staff per client
Choose the staff when you invite the client; change them later with Manage staff. Each person takes one team seat on the client's plan. Adding someone needs the client's approval.
Switch between clients
Choose a client in your workspace menu to work in their books without signing out.
What you can do in their books
You can do what the client has ticked, never more. Never available: recording sales or expenses, deleting transactions, managing their team or roles, changing plan or billing, and committing a year-end close.
How long access lasts, and renewal
Access runs 90 days from the client's approval, then stops. Only the client's owner or admin can renew it, even after it ends. The client can also revoke sooner.
What you can use depends on the client's plan
| What you can use in a client's books | Basic | Professional | Enterprise |
|---|---|---|---|
| Team seats included on the client's plan | 1 | 2 | 5 |
| Profit and Loss report | Yes | Yes | Yes |
| Monthly management report in Report Library | Yes | Yes | Yes |
| Manual journals, chart of accounts, opening balances | No | Yes | Yes |
| Balance Sheet, Trial Balance, Cash Flow | No | Yes | Yes |
| Bank reconciliation | No | Yes | Yes |
| VAT and WHT reports | No | Yes | Yes |
A business on the Free plan has one seat, and the owner uses it. It needs Basic or higher before it can connect an accountant. Extra team seats can be added on Basic, Professional and Enterprise. See plans and pricing.
FAQ
Who can invite a client?
Only the firm's owner or an admin. Other team members cannot send invitations or add clients in bulk.
What does each person on my team see?
Each person sees only the clients assigned to them. Owners and admins see every client.
Can I add many clients at once?
Yes. Upload a CSV or XLSX file of up to 100 client owners, check the preview and send the valid rows. Each row is an ordinary invitation that the client owner has to approve.
Can I change which staff work on a client after the client has approved?
Yes. Removing a person takes effect straight away. Adding a person needs the client's approval, and it takes a team seat on the client's plan.
What if the invitation email does not arrive?
Simplebks tells you when the email could not be delivered. The invitation stays in your Awaiting client consent list. Resend it from there after a minute, or withdraw it and send a new one.
My client has no Simplebks account yet. What do they do?
They create their business in Simplebks with the email you invited, then open your invitation email again to approve the request.
Invite your first client today.