eKapital for Accounting Firms
Last updated: 2026-09-12 Summary:
- A firm sits above its client books: one login, every client’s company underneath it.
- Assignment is what gives a Manager or Member a client’s books; Owners and Admins reach every book.
- Your practice workspace is free; each client book is priced at its own plan, paid by your firm or by the client.
New to eKapital? These pages are the operating manual for a firm that is already set up. If you are still deciding, see the partner programme for firms — what the free practice workspace includes, what each client book costs, and how the discount works.
The firm-and-client-books model
Section titled “The firm-and-client-books model”In Partner mode, your firm is the account; each client you keep books for is a company (a client book) under it. You sign in once and move between client books from the company switcher — no separate logins, no password spreadsheet.
Inside a client book, eKapital works as it does for any business on the platform — the same ledger, AR/AP, payroll, BIR forms, and reports covered elsewhere in these docs — with the features that book’s own plan carries. A client on Solo gets what Solo includes; a client on Pro gets what Pro includes. Partner mode adds the layer above the books: the roster of clients, who on your team can see which book, the cross-client dashboard, and one invoice for the books you pay for.
What Partner mode adds
Section titled “What Partner mode adds”- Many client books, one login — switch between client companies without signing out. See Add and manage client books.
- A firm dashboard — the exceptions that need attention and a financial rollup across the clients you can reach, in one view. See The firm dashboard.
- Staff assigned per client — assignment is what grants a Manager or Member a client’s books, and removing it takes the access away. Owners and Admins reach every book under the firm. See Assign staff to client books.
- One consolidated invoice — the client books your firm pays for arrive on a single monthly invoice, itemised per book and discounted by your partner band. Books the client pays for directly are billed to them. See Firm billing.
Firm roles at a glance
Section titled “Firm roles at a glance”| Role | Can |
|---|---|
| Owner | Everything — billing, staff, adding and removing client books, and every client book under the firm |
| Admin | Staff and assignments, and every client book under the firm. Adding a book, migrating one in, releasing one, and changing who pays for it additionally need billing access, which the Owner grants separately |
| Manager | The client books they’re assigned to, plus the firm dashboard over those books |
| Member | The client books they’re assigned to, plus the firm dashboard over those books |
At the firm level, Manager and Member carry the same abilities — neither can manage staff, books, or billing. What separates them is the role each is given inside a client book when you assign them to it, where the usual company roles (Owner, Admin, Accountant, Viewer) apply — see Invite and manage users.
Getting started
Section titled “Getting started”New to Partner mode? Start with Set up your firm. For the discount bands and how per-book pricing works, see Pricing.
See also
Section titled “See also”Salamat — thanks for the feedback!