With Accountable for Accountants, you can easily assign seats (licenses) to your clients.
🎟️ Assign a seat:
1️⃣ Go to Client List
2️⃣ Search for the client you want to upgrade (must be on the Free plan and share access with you)
3️⃣ Click on Upgrade
4️⃣ A window will open → client selected
5️⃣ Click on Assign
✅ Seat assigned!
📧 Admin + client will receive a confirmation by email
🎟️ Assigning Multiple Seats:
Option 1 – Via Client List
1️⃣ Go to Client List
2️⃣ Select the clients you want to upgrade (or use the Free filter)
3️⃣ Click on Assign Seats
4️⃣ Confirm with Assign (or purchase extra seats if needed)
5️⃣ See assigned clients in Seat Management
📧 Admin + clients will receive a confirmation via email
Option 2 – Via Settings
1️⃣ Go to Settings > Seat Management
2️⃣ Click on Assign Seats
3️⃣ Search for the client (Free plan + access shared)
4️⃣ Optionally, add extra clients
5️⃣ Click on Assign
6️⃣ See assigned clients in Seat Management
📧 Admin + clients will receive a confirmation via email