Practice
Working across client businesses without signing in and out of each one.
For an accountant or bookkeeper holding several clients. One list, each client's state visible, and the ability to work inside any of them.
Access is still per business and granted by the client. This is a view over what you already have, not a way to reach more.
How to work this page
Which clients have unreconciled items, open exceptions, or a deadline approaching. It is the work list.
Obligations from every client in one calendar, which is how the month is actually planned.
Everything you do inside is attributed to you and visible to them.
A client whose connections have lapsed or who has not transacted is a conversation worth having early.
On a phone
Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.
Questions people actually ask
No. They see your access to their business and nothing about anything else.
They invite you with a role. It is theirs to grant and theirs to remove.