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.
