Accounting Firm Grouping — Multi-Firm & Outsourcing Setup
Overview
LedgerSync’s Accounting Firm feature allows outsourcing firms and multi-firm practices to create a firm layer above their client list. Each firm groups its own clients and employees, and employees only see the clients and firms they’ve been explicitly assigned to. This is designed for organizations that service multiple accounting firms — for example, an outsourced bookkeeping company that manages several separate CPA firms’ clients.
Who This Is For
- Outsourced bookkeeping or accounting companies that manage clients on behalf of multiple separate CPA or accounting firms
- Large practices that want to segment their client list by firm division, team, or industry group
- Any firm that needs to restrict which employees can see which clients, at the firm level rather than the individual client level
How the Firm Layer Works
The Accounting Firm feature adds a Firm level above clients in the LedgerSync hierarchy:
- The account owner (top-level admin) creates firms
- Clients are assigned to firms
- Employees are mapped to one or more firms
- Each employee sees only the clients (and firms) they’ve been assigned to, rather than a flat list of all clients in the account
The client list sidebar reflects this hierarchy — clients are grouped under their firm, and employees without a firm assignment see an empty list until assigned.
How to Create a Firm
- Go to Client Management
- Click the Firm/Group sub-tab (toward the right)
- Click Create Firm
- Enter a name for the firm (e.g., "Johnson CPA Clients")
- Optionally upload a firm logo — the logo displays for that firm’s grouping and is used to brand the client-facing experience for clients under that firm
- Save
How to Assign Clients to a Firm
- Go to Client Management
- Find the client you want to assign
- Click Manage next to the client
- Select the Firm from the dropdown
- Save
How to Assign Employees to a Firm
- Go to Tools > Employee Management
- Find the employee
- Click Edit
- Select the Firm(s) that employee should have access to
- Save
An employee can be assigned to more than one firm if they work across multiple firms.
Difference Between Firm Grouping and Basic Client Grouping
| Feature | Basic Grouping (Article 34) | Accounting Firm Layer |
|---|---|---|
| Purpose | Visual organization of client list | Structural separation of client access by firm |
| Employee visibility control | No | Yes — employees only see assigned firms |
| Client grouped in sidebar | Yes | Yes — hierarchically under firm |
| Best for | Solo or small firms organizing by industry | Outsourcing firms managing multiple CPA firms |
Need Help?
Contact LedgerSync Support at support@ledgersync.com
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