Accounting firm staff roles and permissions, sized to each job

Different people in a firm need different things from the software. A partner wants a view across every client. A bookkeeper needs to get into the books and work through what is waiting. A seasonal helper may only need to be involved for a few weeks. Adding staff with roles lets the setup reflect those differences rather than giving everyone an identical account.

Roles also support the way firms already think about responsibility. When each person has their own login and a role that matches their position, it is clear who did what. That clarity is useful for reviews, for training juniors and for answering client questions about how an entry came to be. It also makes onboarding a hire quicker, because their role tells them where to start.

The White-Label License includes unlimited firm staff, so there is no reason to share credentials or ration access. Each person is added individually with a role. When someone joins, they get their own login on your firm’s branded sign-in page; when someone leaves, you remove their access without affecting anyone else. Access follows people, not a shared password taped under a desk.

That flexibility is especially helpful around busy periods. You can add temporary staff for heavy weeks, give them a role that suits the work, and remove them afterwards, all without the license fee moving. Their work remains attributed to them, which keeps any later review of it straightforward.

During onboarding, which takes about two working weeks, we talk through how your practice is organized and how you want staff added. Bring a list of the people who will use the software and the part each plays in client work. That conversation makes sure the setup matches your firm on the day your team first signs in.

As the practice grows, adding people follows the same pattern. Everyone signs in through the same branded page and reaches the firm console, which lists every client with close status and items waiting. The structure grows with you without any change to what the firm pays for the license.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.