Client logins for accounting firms

For accounting and bookkeeping firms: the logins each client authorizes you to use (portals, banks, suppliers) organized by client, with each person on the team seeing only what's theirs.

The problem

A firm handles dozens of clients, each with logins to portals, banks and systems the team uses every day. They usually live in a spreadsheet or a notebook, and when someone leaves the firm nobody really knows what they saw.

How it works

1
One folder per client
Logins and the cards that pay for their services, together and encrypted.
2
Permissions per client
Each person at the firm sees only the clients they serve, as editor or read-only.
3
A log of who saw what
Every time someone views or copies a password it's logged for 90 days.
4
A tidy handover at the end
If a client leaves, export or transfer all their logins to them.

Details

Use Passfolio for the logins the client enables or delegates to you. Personal, non-transferable credentials, such as tax ID passwords, are best handled through each agency's official delegation.
Team, per-client permissions and activity log from the Agency plan.

Features you'll use

Every client's logins, in their place

Passfolio groups logins and cards by client, with subprojects for each brand, channel or location. You find any client's Instagram password in seconds.

Your team, with just the right permissions

Invite each person to the whole workspace or only to the clients they handle, as admin, editor or read-only. Everyone sees only what they need.

Your clients' payment cards

Store which card pays for each client's ads, domain or tools, encrypted and linked to the clients that use it.

Team activity log

See who viewed, copied or changed each of your clients' logins in the last 90 days. Filter by client, by person or by type of action.

Export or transfer everything to the client

When you finish with a client, you hand everything back in order: export their logins to a file or transfer the whole client to their own Passfolio account.

Frequently asked questions

Where should an accounting firm keep its clients' passwords?

A spreadsheet or a notebook is the most common. The recommended option is an encrypted place with per-person permissions and a log of who accesses what, so you can answer if a client asks.

Can I store my clients' cards?

Yes. Cards are stored encrypted, linked to one or more clients, and viewing a full card is logged.

What happens when an employee leaves the firm?

Remove them from every client in one click and Passfolio lists the passwords they saw, so you change only those.

What to do when someone leaves the team

When someone leaves the agency, you remove them from every client in one click, see exactly which passwords they viewed and change them in order.

Login manager for marketing agencies

Passfolio is the login manager for digital marketing agencies: each client's logins and cards organized, 2FA shared with the team, a log of who saw what and a tidy handover at the end.

Get your clients' logins in order today

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