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Manage your organization
Sign in to manage who can use your AcctSW books.
Sign inNothing to manage
Only owners and admins manage an organization. Ask an owner of yours if you need access.
Open AcctSWSet up your organization
Two quick questions, then you can invite your team.
Accept a client
Only an owner or admin of an accounting firm on AcctSW can accept this.
People
Inviting your accountant? If they work at an accounting firm on AcctSW, everyone at the firm gets access, and there's no link to send.
What can each role do?
- Owner
- Everything, including managing other owners and renaming the organization.
- Admin
- Everything in the books, adds companies, and manages everyone except owners.
- Bookkeeper
- Records and edits transactions.
- Viewer
- Reads the books and reports; can't make changes.
| Person | Role | Last signed in | Actions |
|---|
Clients
Everyone on your team can open all of these, except books an owner made private. A client already on AcctSW can give your firm access from their own organization page.
Send this link to . It works once and expires in 7 days.
| Client | Your access | Since | Modules | Actions |
|---|
Accounting firm
To give your accountant access, invite them by email under People. If their firm uses AcctSW, everyone at the firm gets access with the role you choose. Change it or remove it here at any time.
| Firm | Books | Their access | Since | Actions |
|---|
No accounting firm has access.
Don't know who at the firm uses AcctSW? Create a link for the firm
Send this link to an owner or admin at your accounting firm. It works once and expires in 7 days.
Modules
Add-ons that give everyone with access to a company new pages in AcctSW. Your accountant gets them too.
| Company | Modules |
|---|