CPA Portal - Billing and Access

Congratulations! You’ve created a OneUp portal for your accounting firm. Here’s how to go about adding users and clients. This article will also explain how billing works.

 

Getting started

Frank is the CEO of an accounting firm and he’s just signed up for a OneUp portal using the email address franck@cabinet.expertise.com. Virginia is an employee of his company and in charge of the books.

Frank invites Virginia to the OneUp portal as a “User”

 

How it works

 

Case 1

Virginia logs into the portal. As a user, she is authorised to create new client files.

As an admin, Virginia can choose the level of access for each client

Number of billed users: 1 (Virginia)

 

Case 2

In this case, it’s Frank who creates the client account rather than Virginia:

In this case, Frank is the one who will be billed:

Case 3

Should Frank wish to transfer the above account to Virginia after setup, he just has to change the related email account from frank@cabinet.expertise.com to virginie@cabinet.expertise.com

Number of billed users: 1 (Virginia)

 

Case 4

Virginia needs her client Hector Inc. to enter their bank details. In order to do this, she adds Hector Inc. as a user. Once the bank transactions have been synced Virginia will change Hector Inc.’s status to “inactive”.

Number of billed users: 1 (Virginia)

What is the cost per client file?

You are billed per user that you have marked as “active”.

 

Most frequent case: one collaborator per file.

	Access to client file
Portal administrator	No
Collaborator	Yes	5,4
Client	No
Total		5,4

If the client actively participates in bookkeeping:

	Access to client file
Portal administrator	No
Collaborator	Yes	5,4
Client	Yes	5,4
Total		10,8

If the portal administrator can also access the client file:

	Access to client file
Portal administrator	Yes	5,4
Collaborator	Yes	5,4
Client	Yes	5,4
Total		16,2