For accounting firms

SwiftlyBooks for accountants

The accountant hub shows every client your firm keeps the books of in one list, with what needs action first: documents to approve, bank lines to reconcile, months to close, and the VAT, withholding and turnover tax returns coming due. One click opens a client, signed in. Each client lets your firm in, and decides the role your people have.

  • Every client in one list: drafts to approve, bank lines to reconcile, the last month not closed, rates missing and fiscal signatures failing.
  • Each client's returns by due date: VAT, withholding tax and turnover tax, filed or not, and Zimbabwe's provisional tax.
  • Partners see every client; staff see the clients they are assigned.
  • A client invites your firm, or you ask and its administrator accepts. It chooses your people's role, and can remove the firm at any time.
  • Two-step sign-in for your people by default, since each reaches many companies.
  • One phone app for every client: switch from the top of Home, with each client's alerts together.
  • Pay for the clients you choose, at a discount for your firm once Intetrix has checked it.

Common questions

What does the hub cost?

Nothing. Each client keeps its own subscription, unless your firm and the client agree that the firm pays for it, at the discount Intetrix sets for your firm.

Can we see a client's books without their say?

No. A client invites your firm, or accepts your request, before anyone at the firm can open its books. It can remove the firm at any time.

Do we need a phone app for each client?

No. Anyone with two or more companies installs one app, signs in once and switches between clients from the top of Home.

Who at the firm sees which client?

Partners see every client. Staff see the clients a partner assigns them. Everything each person does is in the client's activity log under their own name.