Every client in its own workspace. Switch in a click, never post to the wrong one.
Save a workspace for each client with their bank portal, QuickBooks or Xero, payroll and tax portals inside, every tab named and colored for that client. Open a second client next to the first without getting kicked out, and switch back without losing your place.
One window. Every line is its own login. Example accounts.
Sound familiar?
What it replaces
Opening one client's books kicks you out of the one you were working in
A client calls about something else, and whatever you had open is gone
A second browser, incognito windows or Chrome profiles just to have two clients open
Posting to the wrong client's books because every tab looks the same
Hunting down which bank, payroll and tax portals each client uses every time you start work
One workspace per client
Set up a client's bank, books, payroll and tax portals once. Next time, one click opens that client's tabs, kept apart from every other client's.
Month end without the hunt
The bank statement opens next to the books, ready to reconcile. Each client has its own name and color, so you always know whose books you're in.
Switch clients without losing your place
A client calls or emails with a question? Switch to their workspace and everything they're asking about is already open. Switch back and the client you were working on is right where you left it.
Cover a teammate's clients
Share workspaces and logins with your team, so whoever covers a client opens the same accounts.
Try it with your own accounts.
Free for up to three identities. No credit card needed.