Every client entity, one deadline board.
Practices run dozens of client entities across several jurisdictions. Accountieons keeps each one isolated, scopes your staff to what they should touch, and puts every pending filing on a single screen.
Your work is other people’s books. The product is built around that, not retro-fitted to it.
Client switcher
Jump between client entities without logging out, with the last-used state remembered per client.
Pending-filing board
Every return for every client, sorted by due date, with owner and stage — across countries.
Staff scoping
Assign staff to clients, entities and modules. Access ends exactly where you set it.
Document requests
Ask a client for the missing bill or statement; reminders chase them, not you.
Bulk workings & exports
Reconciliations and return summaries for a set of clients in one export.
Review trail
Who prepared, who reviewed, who filed — timestamped for your own quality file.
How the first weeks look.
Onboard the practice
Your staff, roles and review workflow, plus the first batch of client entities.
Onboard clients in batches
Masters, balances and open items set up per client, reviewed with your team.
Work the board
Filings, requests and reviews from one screen, with clients using the portal for documents.
What hits the ledger
None of the above is a side record. Each action writes a balanced journal you can inspect, drill into and lock.
- Each client is a separate tenant entity — no shared ledgers, no cross-posting
- Staff actions are logged per client for your quality review file
- Consolidated practice reporting reads across clients without merging books
- Client access is scoped so they see their own entity only
Asked by desks like yours.
Per client entity on a slab, with unlimited staff logins on your side. Tell us how many entities you file for and we put a number in writing.
Yes, and it is usually the point. Give them invoicing and expense capture, keep the ledger and returns on your side, and the hand-off disappears.
Yes. Each client entity carries its own country, tax registrations and currency, so one practice can file GST, VAT and sales tax from the same board.
See it configured for your desk.
We will set up a sandbox with your document formats and one month of your data before the call.