Setting up clients (Multi-Client view)

Available on the Professional and Firm plans for users with the Accountant role.

The Multi-Client view lets a single accountant log in once and see every client workspace they manage. No more logging in and out of each client.

Adding a client workspace

You have two paths:

Path A — Client invites you

Your client creates their own Ledgable workspace.

They go to Settings → Team → Accountant access.

They enter your email and click Send invite.

You receive an email; click Accept. The client workspace appears in your Multi-Client list.

This is the standard path because the workspace remains owned by the client.

Path B — You create on their behalf

For new clients with no existing books:

From your accountant home page, click + New client workspace.

Fill in the client's business name, slug, and contact email.

The workspace is created with you as the owner. Set the client as a co-owner via Settings → Team.

This is convenient for onboarding but the workspace ownership defaults to you. Transfer ownership to the client once they're set up.

Multi-Client home page

Your accountant home page (the default landing page when you log in with multiple client workspaces) shows:

Attention queue — items needing action across all clients, ranked by urgency.

Client list — each client workspace with status indicators (last reconciled, BAS lodgement countdown, AR ageing, AP overdue).

Quick switch — type to filter, click to jump into a workspace.

Per-client roles

Each client workspace has its own role assignment. You can be Owner of one and View-only of another. The role determines what you can do inside that workspace; it does not limit your visibility on the home page (you can always see all your clients in the list).

Adding a bookkeeper to your practice

If you employ bookkeepers, they should each create their own Ledgable Partner Program account. You then invite them to specific client workspaces via Settings → Team in each workspace. Practice-level user management (assigning bookkeepers to client portfolios) is on the roadmap but not yet shipped.

Removing a client

When a client leaves:

Open their workspace.

Settings → Team → Accountant access → Remove yourself.

The client retains all data; only your access ends. If they later return, they re-invite you.

Billing

Client workspaces are billed under the client's subscription, not yours. Your Partner Program subscription is separate and covers the multi-client tooling itself.