Client list and staff assignment
See active and past engagements, assign firm staff, and open the books of clients they are responsible for.
Accounting Practice
Run every client’s books from one practice.
Keep the client list, working papers, reports and review trail together. Your team moves into each client’s own ledger, does the work there, and leaves a record the client can see.
3
active clients free on Firm Starter
1
tenant per client, never merged
0
offboarding checklists to run
Practice control board
Hale & Roe Accountants
Active clients 3 of 3
Documents awaiting review 4
Client books Ready to open
Cross-client compliance view Coming next
Illustrative workspace Claims checked against the code
Review queue · this week
Client work should not disappear into separate inboxes.
A practice loses time when every client has a different spreadsheet, document trail and month-end routine. MahiLedger keeps each company separate while giving the firm one governed way into the books.
Without a practice layer
Six clients, six routines. Access lives in email threads.
With MahiLedger
One route in, one review trail, each client still its own tenant.
The practice, the evidence and the ledger
These labels describe what is usable now, what depends on the plan, and what is still being built.
Accounting and reports
Work in the client’s journal, ledgers, reconciliations, financial statements and period-close controls.
Document processing
Route uploaded evidence, review extracted postings beside the document, correct the mapping, then approve or reject it.
Requires the deployed backend; the sample demo does not retain documents.Compliance inside each client
Review tax returns, source documents and remittance links in the client workspace where the accounting evidence lives.
AI and MCP access
Let an authorized assistant read reports and run governed accounting commands against the same ledger as the browser app.
API access is included on the Accountant plan, not Firm Starter.Cross-client compliance overview
A practice-wide view of deadlines, missing evidence and review status across every client.
One engagement, one controlled route into the books
The client keeps its own workspace. The engagement grants access; ending it removes that access.
Access lifecycle
Requested awaiting the client
Active firm works in the ledger
Ended access is gone
- 01
List the firm or invite a client
Publish a directory profile, respond to a request, or invite a client directly by email.
- 02
Assign the people doing the work
Give each team member access only to the client engagements they handle.
- 03
Review and close in the client ledger
Process evidence, reconcile balances, produce reports and leave the audit trail with the books.
Access follows the engagement
Firm staff do not receive a merged database of every client. Each company stays in its own tenant and every material action is attributed to the person who performed it.
- Separate client workspaces
- Role and plan gates
- Immutable posted history
- Engagement-based offboarding
Start with the clients you already know.
Firm Starter is free for three active clients and three people. Move to Accountant when the practice needs more.