FAQ

Can a bookkeeper use one license for several clients?

Yes, if you are the named user. Drop each client’s PDFs on your two browsers. The license is yours — keep the key off a shared office login.

Standard is one named user on two browsers: a desktop and a laptop for the person who actually converts the files. That is the seat bookkeepers use every week.

Still confirm each client’s layout on Supported formats. A new client bank is not automatically included.