Set up and use a firm workspace
Register a firm, request client connections, and assign named accountants to approved clients.
- Who can do this
- Anyone can register a firm; firm owners manage clients; assigned active members open approved books
- You'll need
- For client access: business-owner approval, active firm membership, a named assignment and two-step verification
On this page
Register a firm account
If you already have an account, sign in and select Accounting firms from your businesses page. Select Open firm beside an existing firm, or continue with creating the firm below.
- Open the firm registration page at
/firms/register. - Enter Your full name.
- Enter your Work email.
- Create a Password.
- Repeat it in Confirm password.
- Accept the terms and privacy acknowledgment.
- Complete the verification challenge if one appears.
- Select Create account & secure access.
- Complete two-step verification.
- Save your recovery codes.
Create the firm
- In My firms, enter the Firm name.
- Select Create free firm workspace.
Two-step verification is required whenever you enter the firm portal. Firm creation makes you the firm owner.
Request a client connection
- Ask the business owner for their workspace link from Settings, People & access, Accounting firm.
- In your firm, find Request client access.
- Enter the Client’s workspace link or identifier.
- Select Request connection.
Use the exact workspace dashboard link from the same QixCount site, or its workspace identifier. A link to another page is rejected. The client owner must approve the connection.
Assign a named accountant
- Find the approved business under Client businesses.
- Choose an active firm member in Assign named colleague.
- Select Assign to this client.
The firm owner also needs a named assignment to open a client’s books through this connection. A person who already belongs to the business cannot be converted from an internal user to a free adviser by assignment.
Use Open assigned client books to enter a client. Staff see only their approved, assigned clients; owners see all firm connections. Staff cannot request connections or manage firm billing.
| Connection status | Meaning |
|---|---|
| Awaiting owner approval | The request is waiting for the client owner. |
| Approved | Named staff assignments can grant access. |
| Revoked | Access and assignments through the connection have ended. |
Next, invite firm colleagues or review consolidated billing.
Good to know
The firm workspace gathers approved client businesses. The portal and approved named accountant access are free; clients keep separate books and subscriptions. The portal does not include your firm’s own company books or a subscription discount.