Authentication and user management for accounting firms
Every partner, manager, preparer, admin, and client signs in through one secure, auditable identity layer — with single sign-on, multi-factor authentication, and controlled onboarding and offboarding of staff.
- Single sign-on with your firm's Microsoft or Google identity
- Multi-factor authentication for staff and client accounts
- Instant deactivation when a staff member leaves
- Full audit trail of logins, invites, and permission changes
One secure identity for staff and clients
Accounting firms handle Social Security numbers, bank statements, payroll records, and full tax returns. Authentication is not a checkbox — it is the front door to every piece of client data your practice holds. WeCloseBooks gives your firm a single identity layer covering internal staff, seasonal preparers, outsourced teams, and client users, so nobody keeps a shared password in a spreadsheet.
Staff sign in with single sign-on through your existing Microsoft 365 or Google Workspace directory, or with email and password protected by multi-factor authentication. Clients access their own documents through a separate, deliberately simple sign-in that never exposes firm-side screens.
User lifecycle you actually control
Tax season means temporary staff, and temporary staff means access that must end cleanly. Invite a preparer in seconds, assign the role and client groups they need, and revoke everything with one action when the engagement ends. Access is never orphaned in an old mailbox or a personal Dropbox folder.
- Invite-based onboarding with role assigned before first login
- Session controls, forced sign-out, and password reset policies
- Deactivate or suspend without deleting the person's work history
- Separate client identities that can never see firm-side data
Built for review, audit, and peer review season
Every login, invitation, role change, and deactivation is written to an immutable audit log with user, timestamp, and IP. When a partner, an insurer, or a peer reviewer asks who had access to a client file and when, the answer is a report — not an investigation.
Frequently asked questions
- Does WeCloseBooks support single sign-on for CPA firms?
- Yes. Staff can sign in with your existing Microsoft 365 or Google Workspace directory, or with email and password protected by multi-factor authentication.
- How do I remove a seasonal preparer's access after tax season?
- Deactivate the user in one action. Access to every client, document, and work item ends immediately while their work history and audit trail stay intact.
- Can clients see firm-side screens?
- No. Client accounts are a separate identity type that can only reach their own documents and requests, never internal dashboards or other clients.
See authentication & user management in your firm
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Define exactly what each role can see and do — then layer policy rules on top so access follows the client, the entity, the pod, and the engagement rather than one flat permission list.
Staff & POD AdministrationGroup your team into PODs — small pods of preparers, reviewers, and admins who own a book of clients together — then manage assignments, capacity, and coverage from one screen.
Client & Household ManagementLink spouses, dependents, trusts, partnerships, and closely held companies into a single household so your team sees the whole relationship instead of six disconnected client records.
Ignition, Karbon, JotForm & Dropbox IntegrationsWeCloseBooks connects to the stack your firm already runs: proposals from Ignition, work and clients from Karbon, intake responses from JotForm, and document storage in Dropbox.