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profflow
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Your team, your name and your logo

Invite the accountants, choose who keeps which client, and put your name in front of the clients.

  1. 1Firm and team → type the firm’s name and upload the logo. Clients see them instead of Profflow on their dashboard and in every report.
  2. 2Invite each accountant by e-mail. Each signs in with their own address.
  3. 3Choose the role: Accountant sees every client, Assistant only the clients given to them.

The firm buys Profflow; accountants do not buy their own. When someone leaves the team, their access to the firm’s clients goes with them. A package sets how many accountants work in it.

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