Your Clients’ Books, All of Them, One Login
AuxoBooks Firm Access gives accounting professionals a better way to manage client relationships.
Secure access.
Complete visibility.
Cleaner books.
Less month-end cleanup.
More advisory work.
Because your time should be spent helping clients grow — not untangling disconnected software.
Managing Clients Should Not Mean
Managing 40 Logins
Every client has a different process.
The first week of every month disappears into gathering information, cleaning up data, fixing mistakes, and tracking down missing details.
Before the real accounting work even begins.
And when clients struggle with their software, they often call you.
Firm Access
One Firm, Every Client, One Dashboard
One Firm, Every Client, One Dashboard
Firm Access connects your practice to every client organization through a single secure login.
No shared passwords
No shared passwords
No switching between accounts
No spreadsheets tracking client access
Just one dashboard where you can view and access every client you manage
Switch between organizations instantly
Move from one client to another without logging out
Because managing clients should not require managing logins
Client-Controlled Access
Built Around Trust.
The strongest client relationships are built on transparency.
With AuxoBooks, clients stay in control of their own data while giving your firm the access it needs.
Three Access Modes
Open Access
Work inside the client’s organization whenever needed.
Simple
Fast
Efficient
Notify Access
Work normally while the client receives an email notification whenever access occurs.
More visibility
More transparency
More trust
Approval Access
Request access before entering the client’s books.
The client approves the request, and access can be revoked when needed.
Ideal for businesses with strict oversight requirements.
See Your Entire Practice
from One View
AuxoBooks gives firms a central dashboard across client organizations.
Monitor:
Instantly open any client account and return to your firm dashboard when done.
Everything stays secure
AuxoBooks
Secure, Scoped Access
No client passwords required.
Better Data Means
Better Work
Good accounting starts with good data.
When clients use disconnected software, records often become disconnected too.
AuxoBooks changes that.
Because operations and accounting live together, the information reaching your firm is cleaner from the beginning.
Less cleanup, More insight
More value for your clients
Audit Trail
Every Action Tracked
Questions happen months or years later.
When they do, you need clear answers.
AuxoBooks maintains a complete audit history across every organization.
See:
Every change is traceable
Every decision is easier to defend
Support That Does Not
Become Your Problem
Accounting firms should not become software support departments.
AuxoBooks includes:
When clients need help using the platform, they get support directly from the people who know the product.
advisory, and client growth.
Accounting Depth for Professionals
Simple for Clients,
Deep Enough for Firms
Your clients need simplicity
You need accuracy
AuxoBooks delivers both
Professional accounting capabilities include:
with the simplicity clients can actually use.
Security for Firms
Built to Protect
Client Financial Data
Your firm’s reputation depends on trust.
AuxoBooks includes:
It is a requirement
Download our app
Bring Your Entire Practice Onto One Platform
One login for every client
Access they control
Books you can trust
Support that is not you
Simple for clients
Powerful for firms
Built for growth
