Accounting Firm / Multiple companies

The SynkriaOps firm workspace is designed for accounting firms that keep the books of several companies. Each client file has its own accounting, SYSCOHADA chart of accounts, journals, fiscal years and users.

Isolation between files is enforced by the database itself: every read is limited to the open file, and a user of one file can neither read, change nor delete another file’s data.

A firm’s typical path

1. Create the client company from Portfolio → Dossiers, with its engagement manager and team.
2. Open the file to keep the client’s books.
3. Invite the owner if they should take back control of their company, or open the client portal for them to submit their documents.
4. Follow the portfolio: dashboard, tax calendar, time, tasks and fees.

Accountant invited by a company

If a company invited you as its accountant (the Invite an accountant button on its Team management page), its permissions over your work are set module by module: see Accountant permissions.

Available guides

Manage client files Create a client company, filter and open your files, invite the owner, archive or unlink a file.

Switch active client file Move from one file to another, return to your company and work on two files in two tabs.

Accountant permissions What the company allows its accountant, module by module, and how to withdraw that access.

Roles and permissions The Administrator, CFO, Accountant, Auditor and Reader (client) roles, and accountant access.

Frequently asked questions

Can a team member access only some files? Yes. When creating a company, you choose its engagement manager and team members: they are the ones who work on the file.

Can my client see other clients’ data? No. Even when managed by the same firm, two files stay separated by the database.

Can I export a client file’s data? Yes. In the open file, Documents → Exports produces the FEC, the financial statements or Excel exports, limited to that file’s data.