What your clients experience

What an invited client goes through, what they can and cannot see, and how firm billing changes their dashboard so you can set expectations.

This page is for you, the firm owner, so you know exactly what a client sees before you invite one. A managed client who never logs in sees nothing. A client who claims a workspace or connects through your link gets a real login, and their dashboard adapts to the fact that you manage their billing.

What an invited client goes through

A client you invite by claim link or connect link takes two short steps.

They open your link, sign in (or sign up with Google in one step), and confirm. This links their business to your firm.
They connect their own inbox by granting read-only access, so Inbox Ledger can read their invoices and receipts.

After that, their workspace runs like any other business workspace, with you attached as their accountant.

What a firm-billed client sees

When a client is on the firm pool, their own dashboard changes in a few specific ways.

The credit indicator shows the shared firm pool balance with a Firm marker, not a personal balance. If the pool empties and the client has their own credits, the indicator switches to those.
Personal upgrade prompts are removed. Firm-pool clients do not see Subscribe, Upgrade, or Buy credits calls to action, because you handle billing.
Account and billing management controls stay in place. Suppressing the sales prompts never hides a client's ability to manage their own billing if they have their own subscription.

A client on client-pays billing sees their dashboard unchanged: their own balance, their own plan, and the usual upgrade options. Only firm-pool clients get the pool view.

You appear in their team

Inside a client's own Settings then Members, you show up as their accountant with a badge naming your firm, and your role there is locked so the client cannot change it. Only the client's own owner can remove you, which triggers a disconnect that unlinks your firm and revokes your staff's access to that workspace. When you view a client's Members tab as the accountant, it is read-only: managing the client's own team is the client's job, not yours.

Claim keeps the client's data

If a client already had a workspace with real data before you invited them, claiming your invite links that existing workspace to your firm rather than replacing it. The client keeps everything they had. If they only had an empty starter workspace, the one you prepared for them wins, and any welcome credits carry over so nothing is lost. See Add clients for the Invited and Claimed states you track on your side.

Add clients

The invite paths and what each sends the client.

Billing and the credit pool

Firm pool vs client-pays billing.

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