For accounting firms: your clients’ books, with their permission.
Your client invites you into their Clor workspace with your own login. You work in their books; they decide what you can see and change, and can end it at any time.
Today
One login for every client
Each client invites the same email address. Switch between their companies from the company menu, without signing out.
Their records stay theirs
Every client’s data stays in their own workspace. Nothing of one client is visible from another.
Access the client controls
The client chooses your role — for example, post entries but not approve payments — and every change you make is in their audit trail.
GST and TDS where the work is
Returns come from the client’s own invoices and bills, so the month’s work is review, not re-entry.
Coming next for firms
A workspace for the firm itself is in development. Planned, not yet available:
- Your firm’s own account, with your staff and their roles.
- Client engagements the client approves, with which apps you may use and until when.
- Assigning staff to clients, and one view of who can reach which client.
Working with clients on Clor already?
Ask your client to invite you from Company admin, Users. Or talk to us about the firm workspace.