Skip to content
EntryBookEntryBook Help Centre

Accountant portal

Accountants do not receive an implicit business scope. Always select the intended dealer before viewing or changing client data.

Section titled “Recommended workflow”
  1. Open the accountant worklist.
  2. Select and verify the business name and filing period.
  3. Review workload, messages, source sales, purchases, expenses, and validation notices.
  4. Ask the business to correct unsupported or uncertain source data.
  5. Prepare reports and filing actions.
  6. Confirm consent and final status before completing a filing step.
  7. Clear the selected business before moving to another client.

Never copy data between client businesses or share one client’s files in another client’s chat.

Admin operations

Section titled “Admin operations”

Platform administration, internal support tooling, secrets, cron/webhook authentication, and service-role operations are private. They are not documented or linked here.

Owner: EntryBook Compliance TeamLast reviewed: 2026-08-21Applies to: Web accountant portalVersion: EntryBook 1.x
Was this page helpful?Yes·Needs improvement