See every client in one list, for accountants
Accountants open All my clients from the account menu, or go to /firm: every client's close, questions, approvals and feeds in one list.
In Accountable: All my clientsUpdated September 30, 2026
Steps
Step 1: Open the account menu and choose All my clients, or go to /firm.
Step 2: Press Create your firm, type the firm's name, website and city, and press Create.
Step 3: Each client shows Closed through, what's waiting on you, feed health and the lead. Click a client for the side panel and press Open books.
Step 4: Tick 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 ready ones.
Step 5: Open Work for questions, approvals and broken feeds across every client.
Good to know
- Your accountant seat is free in every client, on every plan.
- There's no limit on how many clients one accountant holds.