Introducing the ConnectBooks Accounting Portal: Smarter Access and Better Collaboration

At ConnectBooks, we’re constantly innovating to simplify eCommerce accounting. Not just for sellers, but for the entire ecosystem of bookkeepers and accounting professionals who support them. We’re excited to officially introduce the Accounting Portal, a major upgrade that gives accounting firms powerful new capabilities to manage multiple client accounts with speed, control, and flexibility. 

Why We Built the Accounting Portal

Traditional workflows often require store owners to individually invite bookkeepers or accountants to access their ConnectBooks accounts. This approach becomes cumbersome as firms grow their client base and onboard more staff.

The new Accounting Portal changes all of that by centralizing access and permission management at the firm level, eliminating repetitive invitation steps and giving your team a structured, secure way to collaborate with clients at scale.

Key Benefits of the ConnectBooks Accounting Portal

1. One Invitation, Firm-Wide Access
Instead of store owners sending separate invites to each person on your team, clients can now invite your accounting firm once using a central firm email. After that, you control who on your team gets access, saving time and reducing friction.

2. Manage Your Team Easily
Once inside the portal, accounting firms can:

• Invite internal staff (bookkeepers, accountants, admins)
• Delegate user access to specific client accounts
• Grant admin privileges that automatically apply to all existing and future client accounts. This gives you full control over who sees what, without needing the store owner to manage every permission change.

3. Seamless Client Switching
Users within your firm can log in with a single set of credentials and easily switch between client accounts from a dropdown menu. This makes navigation efficient and boosts productivity.

4. Instant Access Control
Firm admins can add or revoke access in seconds. When someone’s role changes or a project ends, permissions are updated instantly, maintaining security while supporting dynamic team structures.

5. More Ecommerce Clients
Accounting and bookkeeping firms can gain exposure to ConnectBooks clients via the Accounting Portal to grow your business. When ConnectBooks users are looking for professional accounting or bookkeeping support, your business can be listed as a featured firm in the Accounting Portal. We are excited to partner with you to drive more clients to your business and support your growth!

‍Apply now to be a featured partner in the Accounting Portal.

ConnectBooks Training for You and Your Staff

We created training courses with clear walkthroughs of all of the features in ConnectBooks, tailored to real ecommerce business needs. Access our practical, on-demand video training to become an expert in ecommerce accounting with ConnectBooks. You and your staff can get certified by completing the course, giving you complete confidence in delegating your staff to manage your clients' ConnectBooks accounts.

How Firms Can Get Started

If you’re an accountant or bookkeeping team ready to streamline your workflow:

1. Ask your client to grant your firm access via the Accounting Portal found on the left side navigation in ConnectBooks.
2. Once invited, log in to the Accounting Portal.
3. Add your employees and assign them to the appropriate client accounts.

That’s it. No more juggling multiple invites or waiting on clients to grant permissions.

What This Means for You

The Accounting Portal is more than just a feature. It’s a productivity engine for firms serving multiple eCommerce sellers. It gives you:

• Greater internal control
• Smooth client onboarding
• Secure, scalable access management
• Better collaboration across teams