The Circulus Accountant Program allows you to work closely with your clients, in whatever capacity is best for you. Before proceeding, it’s important to understand how we categorize an accountant user. It’s not really too important what your title is – “accountant,” “CPA,” or even “bookkeeper.” It’s more about the relationship you have with a company. This designation is not for an internal employee, but instead, for someone who works outside a company’s organization to assist with their accounting needs. Employees who work within the confines of an organization should be added like any other user, with the appropriate permission level.
As an accountant portal user, you can add as many companies as you like – each with their own subscription plan and pricing. When adding a company to your portal, you are given the choice to take on the billing or have them handle their own. The choice is yours. Once you have added a company, you’ll be added as as an accountant user with full permissions. You’ll need to work with your company admin to change this as needed. For your Firm account, you’ll be the company admin (there is no Accountant user).
Creating Your Accountant Portal
To create your accountant portal, click here and create an account. Select the “I am an accountant/bookkeeper…” checkbox and complete the required information. Our team will work diligently to enable your portal within 1-2 business days. When you log in, you’ll be notified of the status, so just check back soon. Once enabled, you can begin to add companies, including your own firm, at no charge to you.
- Single sign-on access to all your companies
- Complimentary Firm Account
- Instant visibility into each company’s workflow and to-do list
- Existing companies can add you and you can add new companies
- Visibility into billing and usage by company
When adding companies, you’ll be prompted to provide the account owner’s contact info. Note: If the company you wish to add already has a Circulus account, they just need to add you as an accountant user (see “For Companies” above). Once you provide the company contact info, you’ll be asked to pick a billing preference for when the free trial ends:
- Bill my client – This option will prompt the company owner to select a plan and enter billing info at the conclusion of their trial
- Bill me – This option will prompt you to enter billing info at the end of the trial. If you already have billing info on file, you’ll just be prompted to accept the addition of this new company. For more on how accountant portal billing works, click here.
The account owner you designated will get an email to establish their password and begin the process of getting their company setup. After that, you are off to the races. Feel free to contact us for any walkthroughs or demos you’d like us to help with – we are dedicated to the success of you and your clients.
Adding Your Firm Company
Your accountant portal allows you to add a complementary Firm company, which you can use to manage your own payments. You can also use this company to learn Circulus, so you can better support your clients. Like any other company, you’ll go through an ID verification and connect a QuickBooks company file (online or desktop), even if you choose not to use Circulus to pay bills.
You can add as many team members to your portal as you need. Team members currently share the same access you do to companies in your portal. When accessing your companies and performing tasks, any actions taken will be logged as them, appended to include the firm name. This will be available in each company’s audit logs. Note: Team members are not automatically added as users in your Firm company. You will need to add those users separately.