Outsource Accountant, Junior Accountant & Admin roles

Outsource Accountant / KFT (Level 3)

Designed for external or outsourced execution users with strictly controlled access.

Can: View assigned jobs, upload documents, perform CoA mapping, run automation and view results, prepare workpapers and journals, create and respond to internal queries, push queries to batch.

Cannot: Create or edit clients, send queries to clients, send for review, approve, reject, or sign off. Cannot manage users or firm settings. Cannot create brief notes or review points.

Junior Accountant (Level 2)

Designed for execution-only users focused on supporting client preparation tasks.

Can: View assigned jobs, upload documents, perform CoA mapping, run automation and analyse results, prepare workpapers and journals, submit for review, create internal queries, send queries to clients, respond to internal queries.

Cannot: Create, edit, or delete clients. Cannot push, ignore, investigate, or delete queries. Cannot mark ready for review, approve, or reject jobs. Cannot manage users or roles.

Admin (Level 1)

Responsible for firm and system maintenance. Manages configuration and user access — does not participate in accounting processing or reviews.

Can: Accept and manage Terms of Use, manage firm branding and settings, create users and assign roles, create clients, upload supporting documents, bulk assign jobs, configure rules and thresholds, view and respond to internal queries, push to batch, ignore, investigate, delete queries, send queries to clients.

Cannot: Run automation, raise queries, approve, reject, or sign off jobs. Does not perform operational accounting tasks. Cannot sign off the final document. One Admin per firm only.