Pay for a client's plan as their firm
A firm can pay for a client's Pro plan at 30% off: $104.30 a month per client. New clients start that way; existing ones accept an offer.
In Accountable: All my clientsUpdated September 30, 2026
Steps
Step 1: For a new client, press Add client on Clients, choose Firm pays, and type the founder's email and the company name.
Step 2: For a client that pays today, click it and press Offer to pay. The company's owner gets an email and presses Accept in Settings › Company security › Accountant firm.
Step 3: The company then bills to your firm's client subscription, and its owner sees who pays on their Billing page.
Step 4: To hand it back, click the client and use Transfer to founder, or the owner presses Pay for it myself.
Good to know
- Clients your firm pays for earn no commission: the wholesale price is the benefit.
- Your firm's other clients never show on a client's Billing page.