For accountants and firms
Run your firm's clients from one workspace
See every client, the work assigned to each of your people, and open each client's books with only what that client allowed.
How it works
Every client, without mixing them up
Example: an accounting firm in Pokhara keeps the books of twelve shops. Each shop granted the firm only what its work needs.
Set up your firm
Your firm gets its own workspace for clients, work and your team.
Take on a client
Invite them, or accept their request, with the work and access agreed.
Assign the work
Each of your people sees their own work across clients.
Bill for it
Turn approved time into a draft invoice in your firm's Sales.
What it changes for you
Clear access
Each engagement says what you may see and do, and until when.
Your team on track
My Work shows every person what is due, client by client.
Get paid for your time
Approved time becomes an invoice you check and send.
Inside KhataIN
See it in the app
Real screens from KhataIN, showing a demo business with made-up names and figures.
Your firm's overview
Clients, deadlines and what is waiting for each client.
Clients and engagements
Each client with its engagement, assigned team and how long the access lasts.
What you can do
Clients and engagements
Bookkeeping, tax, internal or external audit, or advisory: each engagement says what you may see and do, and until when.
The client stays in control
The client grants access and can narrow or end it. Your people never join the client's own team.
Invite a client
Bring a client in yourself, instead of waiting for their request.
Your team's work
My Work shows each person what is theirs to do across every client they are assigned to.
Time, fees and billing
Set how you charge each client, and turn approved time into a draft invoice in your firm's own Sales.
Each client in its own tab
Every client's books open in a browser tab of their own, so work never mixes between clients.
KhataIN Firm is included on every Business plan, for a business that offers accounting, bookkeeping, tax or audit services.
Questions people ask
Does my client need KhataIN?
Yes. The client keeps their books in KhataIN and grants your firm an engagement. You can invite them yourself.
Does tracked time become an invoice automatically?
No. Time is approved first, then you turn it into a draft invoice to check and send.
We are a business that uses an accountant. Where do we start?
Add your accountant's or auditor's firm from Firms & accountants, and choose what they can do. You can narrow or end it at any time.
More in KhataIN
- AccountingBooks, reports and reconciliation
- Billing & invoicingQuotations, invoices and payments
- InventoryStock, batches and warehouses
- POS counterFast sales at the counter
- VAT & taxVAT returns and tax registers
- PurchasingOrders, bills and suppliers
- People & WorkStaff, attendance, leave and letters
- PayrollMonthly salary sheets
- WebsitesBusiness and personal websites
- Personal financesSpending, budgets and goals
Bring your business into KhataIN
Register your company and start free. Have questions first? Talk to us.