Q: What would be the best option for an accounting firm with multiple clients
It looks like the highest option allows for up to 15 bank accounts. I’m assuming that limit applies regardless of the number of clients. As accountants, what should we do if we need access to more than 15 accounts? Is it possible to stack multiple licenses to exceed that limit, or is 15 the maximum allowed?
Fatih_SmartClerk
May 13, 2025A: Great question.The 15-account limit refers to the number of distinct bank or credit card accounts included in the highest plan, regardless of how many clients you manage. If you need access to more than 15 accounts, you don’t need to stack multiple licenses — you can simply add more accounts at $15/year.
This flexibility makes it easy for accounting firms to scale up as needed while keeping all clients organized under one dashboard. Let us know if you'd like help setting it up.