Accountant Edition

Work online with your clients

Access the same data, on the same version, anywhere, anytime

The Accounting Accountant Edition allows you to view all of your Accounting clients in one place, making it easy to manage and access. You get access to exactly the same Accounting functionality as your clients, plus added features to help you manage your clients and tasks.

The Accountant Edition is available to Accounting Qualified Advisers only.

Features of the Accountant Edition
My Clients

From your My Clients list, you can access your clients' data in a matter of seconds. Search on company names, view contact information and see pertinent information such as the last login date, financial year end date and next VAT submission date. See what tasks, notes and alerts are due and overdue. Click on any client in the list to get all the info you need with click-through's directly into the client's company.

To Do

The To Do tab is designed to give you a snapshot of everything you need to do each day. It will help you keep track of the various accounting or bookkeeping Tasks that you do for each of your clients on Accounting. You can create a single task or one that repeats on a regular schedule. Address any pending Notes, check Alerts and use the Calendar for an overview of upcoming tasks and notes.