Multi-client Management
Client work asks you to keep many sets of books moving without mixing up the details. BookFlo brings your client work into one place, so switching focus does not mean rebuilding your workspace.
- See client work in one place
- Switch between client books
- Support Reckon workflows across clients
One place to begin the day
For accountants and bookkeepers, the next task might belong to a different client than the last one. A single place to manage those books helps you move between clients without relying on a growing collection of browser tabs.
Keep each client's context in focus
A supplier, coding decision or missing receipt may mean something different from one client to another. Switching between clients in BookFlo helps you work in the right context as you review their documents and transactions.
Make room for actual client work
Reducing the friction of navigation leaves more attention for checking entries, resolving exceptions and answering questions. BookFlo is built to support the practical work behind managing multiple Reckon books.