Multi-User Access Control
One Receiptflow account for your whole team, built around how your firm actually splits work, not a bolt-on for extra users.
- No set up fees
- No credit card required
- Cancel anytime
Members (4)
Multi-user access control means the whole practice works from one Receiptflow account, not separate logins per person. Team members are added directly, and the platform is built around how a firm actually splits work across clients and roles.
Add team members directly
New starters are added to the account within minutes, no separate contract or setup process required per seat.
First Name
Last Name
A shared client base, not duplicated setup
Everyone works from the same client list, so onboarding a new team member does not mean recreating client records or re-linking accounting software separately for them.
Team (4)
One account for your whole team, built around how your firm works.
Access can be scoped, not just switched on
Multi-user access pairs with role-based permissions, so adding a team member does not mean giving them full visibility of every client by default.
Member
Can view and edit their own information
Admin
Can view and edit all information
Removing access does not remove the work
If a team member leaves, their access is removed but receipts and records they processed remain intact on the client account.
Team (4)
Further reading: How to Get Your Whole Firm Using Receiptflow
Why per-seat logins slow a growing team down
Separate logins and duplicated client setups add friction every time a practice grows or reshuffles who works on what. One account with proper access control removes that friction without sacrificing control over who sees what.
No duplicated setup
Client data and integrations are configured once, not rebuilt for every new team member added.
No access left over-broad
Paired with role permissions, access can be scoped to what a person's job actually needs.
No lost history
Work done by a departed team member stays on the client record, not tied to their individual login.
Practices growing beyond a solo setup
Practices hiring their first employee
Moving from one person to a small team without a per-seat setup process for each new hire.
Practices with seasonal staff
Adding and removing temporary staff around busy periods without disrupting the underlying client setup.
Multi-partner practices
Several partners working the same client base from one account, not fragmented logins per partner.
