Help · Firms
The firm console
For bookkeeping firms: wholesale per-client pricing, one queue across clients, a close board and your branding on client packs.
Updated
The Firm plan is for bookkeeping and accounting practices that look after several businesses paid in stablecoins. The firm is billed at a wholesale rate and resells at its own price.
Pricing
| Firm plan | |
|---|---|
| Per client business | $99 / month, with Business-plan features |
| Minimum | 3 client businesses |
| Staff seats | 3 included, then $19 per seat / month |
| Overage | Included transactions pooled across clients; $0.35 each after |
| Reviewers | Free |
Setting up
- 01
Create the firm workspace
Choose Outside bookkeeper or firm as your role at sign-up, or Settings → Firm later.
- 02
Add clients
For each client, connect their QuickBooks or Xero (your existing access is enough) and paste their receiving addresses.
- 03
Choose who pays
Firm pays: the client is added to your firm bill. Client pays: send the owner an activation link (see Owner activation).
- 04
Invite staff
Add staff and assign them to clients (see Team members and roles).
Working across clients
- Cross-client queue: one list of everything that needs a person, with the client on each item, such as "12 items across 5 clients".
- Close board: every client's month-end status at a glance, such as "9 of 14 closed · 3 due tomorrow".
- Client switcher: jump into any client's workspace from the header.
Your brand on client documents
Upload your firm name and logo under Settings → Firm → Branding. They appear on the close packs and owner summaries your clients receive (see The close pack).
Removing a client
A client removed from the firm plan becomes read-only, with everything still visible and exportable, unless its owner activates a plan of its own through an activation link. Nothing is deleted when a client leaves your firm.
Questions about the programme: support@gladpaid.com. There are no sales calls; everything above is self-serve.
Related
- Team members and rolesInvite unlimited members on every direct plan. What Owners, Bookkeepers, Reviewers and Viewers can do, and how firm roles work.
- Sending to the owner to activateThe bookkeeper does the work; the owner pays in one click from an email, without learning a new tool.
- The exception queueOne list of everything that needs a person, ordered by what blocks the month-end close.
- The close packA versioned XLSX workbook and PDF summary of the month: every entry, its evidence, the reconciliation and the sign-offs.
Did this not answer it? Write to support@gladpaid.com with the business name and the item. Please never include a recovery phrase or private key; we will never ask for one.