The client switcher
Sign in once and move between your clients' books from a switcher in the header. No password per client, and two different firms never see each other at all.
For accounting firms and bookkeepers
Many clients, one dashboard
Sign in once and see every client whose books you carry on one row — ranked by who is furthest behind — and close their month from one screen. The client grants you access, and exactly as much of it as they want.
The firm dashboard is available on every plan, and there is no separate firm subscription.
What every row on the board says
Draft sales invoices not yet posted
Overdue invoices
Unmatched bank lines
Draft journals
Receivables
Payroll: arrived or not
VAT position for the quarter
Last entry
Periods that should have closed
Month-end status
The order is not alphabetical: a client with a period that should have closed or an overdue invoice comes first, then one with work waiting, then the ones that are clear.
Every client has a preparer who keeps the books and, if you want a second pair of eyes, a reviewer — and a workload board that puts the clients nobody has taken at the top.
What the firm does here
Six things that change an accountant's day
All from the same screen, and all written to the client's own audit log: who did what, and when.
Permissions granted by the client, per client
The client gives you access — to one establishment or all of theirs — with a role and permissions they choose: view, post, approve, close period, file VAT, manage banks. Naming a colleague responsible for a client does not open its books; access comes from the client alone.
Close the month for several clients at once
Pick the clients on the board, post their drafts, and close their month. Each client in its own transaction: a locked period at one client does not undo what closed at another, and the result names who closed, who was refused, and why.
A month-end checklist computed from the books
Most items the books read for themselves: no drafts, the bank matched and reconciled, stock count, depreciation and payroll posted, the period closed. Only what no system can see stays manual — the VAT return filed and the month reviewed — and the name and time of whoever confirmed it are recorded.
Invited by link, no account created for you
The client adds your email on the People screen and you receive a link that works once and lives fourteen days — or they hand it to you themselves. Open it, sign in with your Basmtak HR account or a Books account, and the client appears on your board.
One digest in the morning, not thirty
One email at 07:00 gathering what is waiting across all your clients — who is behind, who has work waiting, whose payroll has not arrived — instead of a message per client. Switch it on from one place, and off from the same place.
How a client invites you
Four steps, and no account created on your behalf
The invitation comes from the client, from inside their books. You need no account beforehand: the link is what lets you in.
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The client adds you on the People screen
They type your email and pick the establishments you may open — one or all — plus the role and permissions.
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The invitation link reaches you
By email, or the client hands you the link themselves, over WhatsApp for example. The link is the invitation: it works once and expires after 14 days.
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You open it and sign in
With your Basmtak HR account, or with a Basmtak Books account. The link is what binds the invitation to you, not your email address.
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The client appears on your board
Alongside the rest of your clients, with the permissions they granted. Your seat counts against the client's subscription seats.
The month-end checklist
What the books work out for you, and what stays your call
A list that can be ticked while the work is undone is worse than no list. So most items are read from the books themselves, and only what no system can see is ticked by hand.
Seven items the books read for themselves every time the list is opened. They cannot be ticked by hand.
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From the books
No drafts in the month
No invoice, bill or journal left as a draft with a date inside the month.
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From the books
Every bank line matched
No statement line without a journal behind it, up to the end of the month.
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From the books
Every bank account reconciled
Each active bank account's reconciliation reaches the end of the month.
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From the books
Stock counted
A posted stock count dated inside the month.
Shown only for a client with tracked items -
From the books
Depreciation posted
The month's depreciation journal is posted.
Shown only for a client with active fixed assets -
From the books
Payroll arrived
The month's payroll journal came through from Basmtak HR and is posted. A reversed one does not count as arrived.
Shown only for a client whose payroll has ever come through from HR -
From the books
Period closed
The month's period is closed or locked on the periods screen.
Two items no system can see. Because nothing checks them, the name and time of whoever confirmed them are the only evidence there is — and the thing asked about three months later.
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By hand
VAT return filed
Was the return actually filed with the authority? The books cannot know: you confirm it, and your name and the time are recorded against it.
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By hand
Month reviewed
A person's review of the month — the trial balance and the income statement. Confirmed by hand as well, and by name.
Every firm has a routine the books cannot derive. Add it to one client's list, or to several clients from one screen, up to twelve steps per client, each with an optional due day in the following month — because month-end work is done in the month after. They are ticked by hand, by name, and travel with the client if the client moves.
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Firm step
Partner signs off before it goes out
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Firm step
WPS file uploaded
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Firm step
Return filed by the 20thDue: the 20th of the following month
Seats and pricing
Who pays for your seat
Your seat comes out of your client's subscription, not out of a firm subscription: every plan includes a number of admin users (5 on the Grow plan), and each extra user is 15 SAR a month on the client. Every invited email counts against the client's seats — there are no free seats — and only the account admins Basmtak HR already knows are not counted. The firm dashboard itself is on every plan.
See pricing
5
users included on the Grow plan
15
SAR a month per extra user
Common questions
What accountants ask
Do I need a firm subscription of my own?
No. Your access comes from each client's subscription, and the firm board, bulk close and the checklist are on every plan. We do not sell a separate subscription for accounting firms today.
Is inviting me free for the client?
No. Every email invited from the People screen counts against the client's subscription seats, whatever its role. The people the account already knows from Basmtak HR — its own admins — do not consume a seat.
Can the client see what I did in their books?
Yes. Every close, posting, ticked step and assignment is written to the client's own audit log — who did what, and when — and the client's owner reads it exactly as you do.
Can another firm see my clients?
No. You are shown only the books you hold an active membership in, and the only colleagues' names on your board are the people at your own firm. When a client moves its books to another firm, it disappears from your board along with its names and assignments.
Open an account and try it on one client
Create an account, import one client's books, and watch the board fill in. When your next client invites you, they appear beside it.
No credit card. We activate your account within business hours, and your 14 free days start the moment we do.