Accountable for accounting firms: free seats and 30% of every referral

An accountant's seat is free in every client, on every plan

An Accountant seat costs nothing on every plan and never counts toward a client's plan. There is no limit on how many clients one accountant holds. A client gives a firm access in Settings › Company security › Accountant firm by searching for the firm and pressing Grant access; the firm's owners and admins then get free accountant seats, and staff get a seat in the clients they lead.

To end it, the client presses Remove next to the firm, and every seat the firm's access created ends at once. The help article has the steps.

One console shows every client's close, questions, approvals and feeds

Open All my clients from the account menu, or go to /firm. Each client shows Closed through, what is waiting on you, feed health and the lead. Click a client for the side panel and press Open books. Tick several clients to use the bar at the bottom: Lock a month, Send reports, Export trial balances or Assign lead. Each company is checked first, and Apply runs only the ones that are ready.

The Work tab lists questions, approvals and broken feeds across every client, so nothing waits in a company you have not opened this week. Add staff on the Team tab as Staff or Admin.

See every client in one list has the steps.

A firm earns a 30% share or pays 30% less, and the numbers are fixed

Firms also earn 20% of service-desk orders from referred clients for 12 months. A commission becomes payable 30 days after the client pays, and payouts run on the 15th of each month once the balance reaches $50. A refund takes its share of the commission back.

During a referred client's 3 discounted months the invoice is lower, so the 30% share on it is lower too. A partner firm's own books are on Pro free while it has at least one paying client, and the firm appears in the partners directory once a referred client pays.

A firm joins and gets paid in five steps

1. 1

   Step 1: Open All my clients and choose Create your firm: type the firm's name, website and city.

2. 2

   Step 2: Open the Partner tab, read the terms and press Accept the terms and join. Only the firm's owner does this.

3. 3

   Step 3: Share your code or your link. A client who uses either gets the discount, and your firm is attached to them.

4. 4

   Step 4: Press Set up payouts to connect the account your payouts go to.

5. 5

   Step 5: Each paid invoice adds a Pending commission. It becomes Payable after 30 days, and payable balances are paid on the 15th.

The terms are on the partner program page, and the steps with screenshots are in Join the partner program and get paid for referrals.

Firm pays is for clients who want one less bill

For a new client, press Add client on Clients, choose Firm pays, and type the founder's email and the company name. For a client that pays today, click it and press Offer to pay; the company's owner gets an email and presses Accept. The company then bills to your firm's client subscription, and its owner sees who pays on their Billing page. Your firm's other clients never show there.

To hand the company back, use Transfer to founder, or the owner presses Pay for it myself. Pay for a client's plan as their firm has the steps.