Your bookkeeper doesn't need access to reports. Your junior staff shouldn't see billing. With 15 page-level permission toggles per role, you control exactly who sees what — without complex configuration.
How It Works
Create roles: Admin, Senior Accountant, Junior Staff, Bookkeeper, Reception. Each role gets a custom permission set.
15 page-level toggles: Clients, Filings, Documents, Workflow, Dashboard, Reports, Inbox, Appointments, Reminders, Settings, and more. On or off per role.
Permissions apply to navigation (hidden pages), routes (blocked access), and API endpoints. No backdoors.
Feature Deep Dive
Every permission designed around how CPA firms actually manage staff access and data security.
Granular control over every section of the app. Toggle access to Clients, Filings, Documents, Workflow, Dashboard, Reports, and more.
Pre-built role templates for common positions. Customize or create from scratch. Assign roles to users with one click.
Admin role always has full access. Cannot be restricted. Ensures the firm owner always maintains control.
Pages the user can't access are hidden from their navigation. Clean interface, no confusion.
Permissions enforced at the API level, not just the UI. Even if someone knows the URL, they can't access restricted data.
Permission assignments are logged. Know who has access to what, and when permissions were changed.
Permission Matrix
| Feature | Admin | Sr. Accountant | Jr. Staff | Bookkeeper |
|---|---|---|---|---|
| Clients | ||||
| Filings | ||||
| Documents | ||||
| Reports | ||||
| Settings | ||||
| Workflow |
15 toggles per role. Full control, zero complexity.
15 page-level toggles per role. Admin always has full access. Staff see only what they need. Request a demo and see how permissions keep your firm secure.