Getting Started
Accountant portfolio — managing multiple clients
The cross-client dashboard for practices: every client firm, organisation counts, subscription status and overdue-period alerts.
Practices manage many clients from a single login. The portfolio (/portfolio) is the bird's-eye view across every client firm you look after.
What it shows
- Every client firm, with its connected-organisation count and how many are on TOMS.
- Subscription status per firm (trial, welcome offer, active, past due, suspended, cancelled, retention, archived).
- Outstanding actions — TOMS periods still in progress past their period end, with a deep link straight to the period.
Adding a client
Add a client firm and connect its accounting platform in one step — the platform authorisation opens immediately. Billing follows the graduated Practice tiers; see Plans and pricing.
Was this helpful?