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Connected clients

Workspaces whose owners invited you as their bookkeeper.

Harbour Street Trading Co

Retail & homewares · 8 staff

Owner: Jordan Blake (fictional)

Access since Tue, 4 Aug

Bookkeeper accessReferred by you
Open workspace

Cedar Lane Café

Hospitality · 6 staff

Owner: Priya Shah (fictional)

Access since Tue, 15 Sept

Bookkeeper accessReferred by you
Open workspace

Northside Joinery

Trades & construction · 5 staff

Owner: Marcus Reid (fictional)

Access since Thu, 1 Oct

Bookkeeper accessNot a referral
Open workspace

What bookkeeper access includes

  • ✓ View and review timesheets, leave and payroll weeks
  • ✓ Export payroll-prep reports
  • ✗ Billing, plan changes and cancellation (owner only)
  • ✗ Inviting or removing bookkeepers (owner only)

Client access is by owner invitation only and is separate from referrals: Northside Joinery invited you without being referred, and a referral never grants access by itself.