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:
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.