Everyone admin is everyone's risk
Small firms give everyone full access because it is faster. Growth turns that into accidental deletes, visible payroll across roles that should not see it, and no audit trail when something goes wrong.
Roles that map to UK firms
Practice owner: billing and tenant settings. Practice admin: users, invites, templates. Accountant: client workspaces and documents. Bookkeeper: restricted client sets. Client viewer: portal-only. Auditor read-only for file reviews.
Permissions should gate writes on high-risk actions — user invites, billing changes, bulk export — not slow down everyday document upload.
Onboarding new staff in ten minutes
Invite by email, assign role, assign client group, done. They see the command centre for their clients only. No USB of "how we do things" — the system enforces the boundary.
Run your practice from one command centre
Clients, Companies House onboarding, deadlines, document vault and client portal — full platform on every plan.
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