Accountant

The Accountant app is where your organisation and its accounting firm work together. The owner gives a firm access in Settings → Accountant & partners, chooses which areas and branches it may see or change and until when, and can take the access back at any moment. The firm's people sign in with their own e-mail code, take no seat, and every change they make is in your activity log under their name and the firm's.

For the firm, the same app is a workspace: a list of every client on the partner portal, onboarding checklists, requests to the client, and a month-end close checklist that follows Books. It works best with Books, and also covers HR, inventory, purchasing and the other apps you share. Accountant access is included in every plan, with one firm at a time.

This is not the referral programme: to refer businesses to Kluvan and earn rewards, see Refer clients as a Kluvan partner. A firm uses the same partner portal account for both.

• Give your accountant accessInvite your accounting firm by its partner code or e-mail, choose what it may see and change, the branches and an end date.
• Approve or refuse a firm's access requestWhen an accounting firm asks for access to your organisation, choose what it may see and approve, or refuse. Nothing is visible before.
• Change, revoke or review a firm's accessWiden or narrow what your accounting firm may do, set an end date, take the access back at once, and read what its people did.
• Answer your accountant's requestsSee what your accounting firm asked you for, answer with text and a file, and follow the setup steps and tasks it gave you.
• Set up your firm's team and who works on each clientFor accounting firms - add your people with firm roles, take them off, and choose who works on each client within what the client allowed.
• Work in a client's organisationFor accounting firms - see every client with what needs doing, ask an owner for access, open a client and switch between clients safely.
• Onboard a client with a checklistFor accounting firms - start the service or trading checklist, give each step to your firm or the client with a due date, and track tasks.
• Ask a client for documents and review answersFor accounting firms - send a client a request, follow it until it is answered, open the file they attached and close it once reviewed.
• Close the month for a clientFor accounting firms - work through the month-end checklist in a client's Kluvan, step by step, until Books locks the period.