Team and clients
Clients, the client portal, roles, invitations, tasks, and the audit log.
8 articles
Clients
- Add a clientCA firm administrators add each business with its name, TIN, and VAT registration number.
- Invite a client to the portalGive each business its own upload-only login. They never see your ledgers or Tally.
- What clients see in the portalClients upload files, see their list, their accountants, and notifications. They cannot see or change the books.
Team
- Roles and permissionsAdministrators manage everything. Juniors work on assigned clients. Company accountants work on the one business.
- Invite your teamAdministrators invite staff by email from Settings. Each person sets their own password.
- Assign clients to juniorsJuniors only see the clients an administrator assigns to them.
- Tasks and notificationsPlan work on a board or list, and keep up with uploads and changes in notifications.
- The audit logA record of who changed what, and when. CA firm workspaces only.