Keep clients distinct.
Separate entities and property records.
For accountants & bookkeepers
Review client books, property records, and partner reports from one login.
Unlimited properties & LLCs
Choose a workspace to review.
Example workspaces · Access is permission-based.
Separate entities and property records.
Clear records, permissions, and review controls.
Schedule E, asset schedules, and partner K-1s.
A little more detail
Invited access to a client workspace does not require a separate subscription. Subscriptions for your own client workspaces are separate.
Direct QuickBooks import is not available. Discuss your records and migration needs before switching.