Working With Client Workspaces

This guide is for accountants, bookkeepers and advisers who support clients that use Keito, including Accounting & Advisory partners. It explains how access works and how to help a client move to Keito.

Each client controls its own workspace

A client’s Keito workspace belongs to the client. The client controls its subscription, the people it invites, and what each person can do. Being a Keito partner does not change that:

  • Partnership never gives you access to a client’s workspace.
  • You work in a client’s workspace only after that client invites you.
  • The client can change or remove your access at any time.

Getting access through accountant access

Clients invite you with accountant access. It gives you workspace-wide financial visibility without making you an Administrator.

Access profile What it is for
Audit Reviewing, reconciling, reporting and downloading records
Operational The same, plus specific actions the client turns on one by one: editing time and expenses, approving them, or creating draft invoices

Neither profile can send invoices, record payments, use integrations, or manage people, permissions or billing. The client chooses the profile when it invites you. See Invite and manage accountants for the client’s steps.

Accountant access is currently available to selected Business workspaces during a controlled rollout. If a client cannot see the option, ask them to contact Keito support.

Supporting several clients

You sign in with your own Keito account. Each client invites you separately, so the same login can reach several client workspaces while every client keeps control of its own.

  • Use the workspace switcher to move between the client workspaces that have invited you. Your permissions are checked again in each workspace.
  • Reports, exports and downloads cover one workspace at a time. There is no combined view across clients.
  • Confirm the active workspace and your access level before you change anything. The banner at the top of the app shows both.

Working as an accountant covers accepting invitations, blocked actions and downloads in detail.

Good practice

  • Use a named account for each person in your firm. Never share logins.
  • Turn on two-factor authentication.
  • Use each client’s access only for the work that client has engaged you to do.
  • When someone leaves your firm or no longer needs access, ask the client to remove them.
  • If Keito blocks an action, ask the client to do it. Do not ask for the client’s provider credentials or disconnect an integration to work around the block.

Helping a client move to Keito

You and your client agree the migration plan between you. The client approves its own data and decides when to go live.

  1. Start with the migration overview to choose an approach.
  2. For clients moving from Harvest, follow Migrate from Harvest.
  3. Check the result with Verify imported data.
  4. Plan the switch with the cutover checklist.

If several clients are moving, start with one or two and agree a shared onboarding plan before the rest. Accounting & Advisory partners can plan this with their program contact.

Being open with clients

Tell clients plainly about your relationship with Keito. If you receive, or may receive, any benefit for recommending Keito, your professional body’s rules may require you to disclose it in writing and get the client’s consent before keeping it. Approved partners receive a client disclosure template. See Brand and disclosure guidelines.

Telling us who in your firm uses Keito

Accounting & Advisory partners can tell their program contact which people in the firm have Keito accounts. When we review an introduction, the fact that a client has invited one of those people through accountant access can support it. It never replaces the introduction itself, and it gives your firm no extra access.