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For CPAs

Invited to work on a client’s books? Sign in here.

Your client’s accountant has given you access to their books in BooksAuto. You sign in with the email address the invitation was sent to — there is nothing to install and nothing to pay.

Guest access

Sign in to a client’s books

  • Use the email address your invitation was sent to
  • You see only the companies you were given, and only for as long as you were given them
  • Your adjustments go back to the accountant to accept — you never change their books directly
  • Nothing to install, nothing to pay
Sign in

Signed in and can’t see the company? Guest access is granted for a set number of days and then ends by itself. Ask the accountant who invited you to grant it again — it takes them a moment, and the link comes straight back to this address.

Never had an invitation? Only the firm that owns the books can send one.

Your own practice

If the clients are yours

Guest access is for working inside somebody else’s books. A CPA practice of your own holds your clients, your letterhead and the engagements only a professional accountant signs.

  • Send for signature
  • Compilation engagement reports (CSRS 4200)
  • Review engagement reports (CSRE 2400)
  • Everything in the accountant plan as well

A CPA practice is $9 a client a month online, with no fee for the practice itself.

We verify every CPA firm against its regulator before the engagement reports are switched on — we’ll ask for your firm’s regulator and licence number.

See the CPA plan