Access that fits the person
Not everyone needs to see everything.
Included in: 1 user on Starter · 3 on Growth · 10 on Pro · 25 on Pro Plus
Add your bookkeeper, your partner or your office manager, each with their own level of access.
Four roles
Owner, admin, member and viewer, with per-area permissions on top.
Seats scale with your plan
One user on Starter, three on Growth, ten on Pro, twenty-five on Pro Plus.
Your CPA is not a seat
An invited professional reaches your books through their own firm, so they never consume one of your users.
How it works
- 1
Invite the person
By email, with the role they should have.
- 2
Set what they can reach
Owner, admin, member or viewer, with per-area permissions on top.
- 3
Change it any time
Roles can be adjusted, and access removed, as the team changes.
Team members & permissions questions
Yes — a pending invitation holds a seat, so nobody is told at the door that the team is full.
Move up a plan: 1 on Starter, 3 on Growth, 10 on Pro, 25 on Pro Plus.
Try team members & permissions free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.