Accountant Tools

Professional tools for accountants managing multiple clients.

Note: Client Access requires Accountant Pro or Accountant Enterprise. Other accountant tools are available in Professional tier and above.

Client Access - Connect to Client Books

With Accountant Pro or Accountant Enterprise, you can securely access your clients' BizBooks Pro installations remotely. No backup files, no sharing passwords - just a simple invitation system with secure VPN connectivity.

Prerequisites: Tailscale VPN (Free)

Remote access requires Tailscale, a free VPN that creates a secure encrypted connection between you and your client. Both parties need to install it.

Complete Setup: For Clients (Business Owners)

Step 1: Install Tailscale

1. Download Tailscale from tailscale.com/download
2. Install and sign in with your email (Google, Microsoft, or email)
3. Wait for the green "Connected" status

Step 2: Create BizBooks Invitation

1. Open BizBooks Pro → Settings → Accountant Access
2. Enter your accountant's email and access level (Read-Only or Full)
3. Click Create Invitation
4. Your accountant will receive an email with your Tailscale IP and Invitation Code

Step 3: Share Your Device via Tailscale

1. Go to login.tailscale.com/admin/machines
2. Click on your computer name in the list
3. Click Share and enter your accountant's email
4. Your accountant will receive an email invitation to accept the Tailscale share

Complete Setup: For Accountants

Step 1: Install Tailscale

1. Download Tailscale from tailscale.com/download
2. Sign in with the email your clients will share with
3. Wait for the green "Connected" status

Step 2: Accept Client's Tailscale Share

1. Check your email for the Tailscale share invitation from your client
2. Click the link to accept the share
3. Or go to Tailscale admin → "Shared with you" → Accept

Step 3: Accept BizBooks Invitation

1. Check your email for the BizBooks invitation (contains Tailscale IP and Invitation Code)
2. Open BizBooks Pro → Settings → Accountant Access
3. Scroll to Accept Client Invitation
4. Enter the client's Tailscale IP (from the email)
5. Enter the Invitation Code (from the email)
6. Click Accept Invitation

Step 4: Connect to Client

1. Click the Company Selector in the header
2. You'll see your own companies AND client companies (marked with "CLIENT" badge)
3. Click on a client company to connect
4. Work with their data - the app shows you're viewing client books
5. Click Return to My Books to switch back to your own data

Managing Access

Clients can:

• View pending invitations (not yet accepted)
• See which accountants currently have access
• Revoke BizBooks access at any time
• Remove Tailscale shares from admin console

Accountants can:

• View all connected clients in one list
• Access client books with one click
• Disconnect from clients when engagement ends

Troubleshooting

Can't connect to client?

• Verify both Tailscale apps are running and connected
• Check if the Tailscale share was accepted
• Confirm the client's BizBooks Pro is running
• Try pinging the client's Tailscale IP (100.x.x.x)

Invalid invitation code?

• Codes expire after 30 days - client can create a new one
• Check for typos (codes are case-insensitive)

Client Dashboard

Get an overview of all your client companies:

• See all companies at a glance
• Quick status indicators (up-to-date, needs attention)
• One-click access to any company
• Filter by status, industry, or last activity

Multi-Company Management

Switch between client companies seamlessly:

1. Click the company selector in the header
2. Choose a company from the list
3. All data switches to that company
4. Your view preferences are remembered

Batch Operations

Perform actions across multiple companies:

• Batch Close Period: Close month-end for multiple companies
• Batch Reports: Generate reports for all clients at once
• Batch Backup: Back up all company data

Client Notes & Tasks

Keep track of client-specific information:

Notes

• Add notes to any company
• Notes visible only to accountant users
• Search across all notes

Tasks

• Create tasks with due dates
• Assign to companies or general
• Set priority levels
• Mark complete when done

Consolidated Reports

Generate financial reports across multiple companies including consolidated income statements, balance sheets, trial balances, comparative P&L, and client summary dashboards.

→ View full Consolidated Reports documentation