Keep separate sets of books within your practice
Each entity has its own chart of accounts, filings and audit trail. Your team can work across entities under the same practice account.
Keep separate sets of books within your practice
A client can have more than one set of books. The books switcher moves between them, and each set keeps its own records.
Multi-entity groups
A clear way through the work.
Add the entity
Each gets its own chart of accounts and books.
Limit access
Permissions decide who sees which entity.
Operate across
Work the whole group from one workspace.
Report per entity
Statements and filings stay correctly separated.
A starting point for your team
Bring your current process to the conversation. We’ll explore the Multiple sets of books feature with your team.
A practical path to adoption
Start with an agreed workflow, named owners and a clear launch plan. Review the result with the people delivering the work before extending it across the practice.
The tools behind the workflow.
Let’s make
the fit clear.
Bring your team structure, a representative client engagement and the tools involved. Include one handoff that works well and one that regularly needs attention so the walkthrough can focus on your priorities.
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.