KontoCore for accounting firms

The Firm plan: multi-client practice management, workpapers, bulk work, staff, and client health.

Plans: Firm (Advanced + practice management)
Availability: Available
For: Firms, Accountants
In KontoCore: Practice

What this does

Firm builds on Advanced with a practice workspace across client companies: client list and Books Health, workpapers and signoff, bulk reconciliation, bulk evidence requests, staff assignment, client onboarding and migration oversight, cross-client tax/1099/payroll/mileage readiness, client access administration, and source-connection health.

Each client’s books remain a separate, isolated company.

Accountant access: invite your accountant or firmInvite an outside accountant or firm into your company with scoped permissions, see what they can access, and revoke access at any time.

Firm and Enterprise are different branches

Firm is for accounting practices serving many clients. Enterprise is a contract overlay for a single operating organization and does not automatically include practice tools.

KontoCore EnterpriseAdvanced plus a contract overlay: custom capacity, SSO/SCIM, custom policies, integrations, and dedicated support.Companies and isolated booksOne login, many companies — each with its own books, members, plan, and settings.Users, roles, and seatsInvite people, assign roles, understand included users per plan, and manage pending invitations.Migrating to KontoCoreChoose a source and strategy, then map, validate, deduplicate, preview, post, and verify with control totals.

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Last reviewed September 25, 2026