Solutions
Your client book in one workspace
Firms should not log in and out of a dozen files. Varetiq gives practitioners a client roster, a shared queue, and adjustments that are visibly attributed to the firm.
- Multi-client roster
- Firm-attributed adjustments
- Scoped, revocable access
Professional Workspace/ Client rosterFirm adjustments are labelled as firm work in the client's ledger.
- Whole client book
- One login
- Firm adjustments
- Labelled
- Access per client
- Scoped
- Cross-client work
- Queued
No credential sharing.
Clients see who changed what.
Granted and revoked by the client.
One list, ranked by deadline.
The relationship
A boundary both sides can see
Clients grant access deliberately and can revoke it at any time. Your adjustments are attributed to the firm, which protects you as much as it reassures them.
In practice
- Client-granted, client-revocable access
- Read-only, review, or adjusting rights
- Firm work visibly attributed
- Engagement scope recorded on the client record
Practice workflow
Requests, reviews, and sign-off in one thread
Ask for the missing statement, leave the review note on the entry it concerns, and sign off the period — without the email archaeology.
In practice
- Document requests with reminders
- Review notes attached to specific entries
- Period sign-off recorded in the client's audit log
- Cross-client deadline view
Partner program participation, license verification, and any listing are subject to review and separate agreement. Nothing on this page creates an engagement, employment relationship, or referral obligation.
Look at the professional workspace
Open the CPA partner preview and see the roster, queue, and access model.