Inviting clients to AccBooks AI

Overview

AccBooks is designed for use by accounting firms and their clients together. As an accountant, you can invite each client to their own AccBooks company with a role that gives them exactly the right level of access — typically read-only dashboards and document upload, without the ability to post journals or modify settings.

Inviting a client to their company

1. Go to Settings → Team → Invite member within the client’s company.
2. Enter the client’s email address.
3. Select the Client role (or Read-only if you prefer the standard role).
4. Click Send invitation.

The client receives an email with a link to create their AccBooks account (or sign in if they already have one). Once accepted, they see their company’s dashboard — tailored to the permissions you’ve assigned.

The Client role

The Client role is a preset that gives:

• View access to: Dashboard, P&L, Balance Sheet, Cashflow forecast, Bank balances.
• Upload access to: Documents (receipts, invoices from suppliers).
• Approval access to: Transactions flagged for their review (optional — configurable by you).
• No access to: Chart of accounts, VAT settings, payroll, team management, billing.

You can customise which modules a client can see under Settings → Team → [client name] → Permissions.

Client portal

Your clients access their books through the standard AccBooks interface — but filtered to their role. There’s no separate “client portal” URL — it’s the same app, same mobile app, same experience.

For clients who just want a quick balance check, the mobile app is ideal — they can see bank balances, P&L and outstanding invoices in seconds.

Approvals workflow

You can configure certain transactions to require client approval before they’re posted. Go to Settings → Approvals and choose which transaction types need client sign-off. The client sees pending approvals on their dashboard.

This is useful for:

• Large or unusual payments.
• Director salary changes.
• Capital expenditure above a threshold.

Firm-level client access

If you’re an accounting firm, use AccBooks’ Firm portal to manage all your client companies from a single login. See Role-based access for details on the Firm portal.

Client notifications

Configure email notifications for your client under Settings → Team → [client name] → Notifications:

• Monthly management accounts ready.
• Invoice payment received.
• Bank balance below a threshold.
• VAT return filed.

Clients receive these directly without needing to log in.

Removing client access

Go to Settings → Team, find the client, click Remove from company. They lose access immediately. This is appropriate if the engagement ends. Their data remains in AccBooks.