Tools Toolbox

Accountant Toolbox

We've put your most essential tools - the ones you use every day to support your clients - in one consistent place, no matter whose books you're working on.

What will you find in the Accountant Toolbox?

Even when you're inside a client's books, you can always click
on the icon at the top of your dashboard to access:

Stay organised by quickly reclassifying amounts from one account to another.

Reclassify multiple transactions at once instead of one by one, saving valuable time.

Remove invoices from your sub-ledger and reverse any revenue amount with a few clicks.

Built-in reports provide up-to-date data so you and your clients can plan for tomorrow.


Another way to stay streamlined


Now that you're familiar with how to access the toolbox from inside a client's books, look at the tab next to it. Use this tab to jump right to another client's books—no need to go back to the dashboard.

See it in action

Learn what you can do with the toolbox, what to expect inside,
and how it will enhance the way you work.