Multi-client setup — connecting your first client

For accountants managing 5+ clients · Updated 4 May 2026

Bezúčto lets you manage all clients in one account without password sharing. Client grants you access, you work in proxy mode.

Two ways to connect

A) Client invites you (client has an account)

Client opens Settings → Accountant → Add accountant.
Fills your email + clicks Invite.
You receive an invitation email with link https://bezucto.sk/app?accountant_invite=...
After clicking (sign in if you have an account, otherwise register) click Accept invitation.
Client appears in your Cockpit dashboard.

B) You invite the client (client has no account yet)

In Cockpit → Invite client fill in their email + IČO + DIČ + company name.
Bezúčto sends client an email "Your accountant invites you to Bezúčto".
After registration via your invite link, client is auto-linked.
Bulk migration from competitors: have a CSV from Pohoda/Numiron? Use Cockpit → Bulk migrate clients — upload CSV (max 200), Bezúčto invites all at once.

Proxy mode — working on behalf of client

In Cockpit click Open company next to a client. Bezúčto switches you into their account (proxy token, 7-day validity).

💡 Security: Client can restrict your permissions anytime in Settings → Accountant permissions (per-module: read/write/delete). Default = full access.

Return to your account: "Back to your account" icon in topbar (proxy banner).

Bulk operations across portfolio

Bulk VAT XML pack

In Cockpit → Bulk VAT select period (month or quarter). Bezúčto downloads one ZIP containing VAT + KV DPH XML for each VAT-registered client.

Structure: <ICO>_<Name>/DPH-2026-04.xml + KVDPH-2026-04.xml

Tip: format drklient → strict eDane v25, directly openable in eDane Java app for digital signing.

Bulk dunning (reminders)

In Cockpit → Bulk dunning trigger reminders for all clients with dunning_enabled=TRUE at once. GDPR opt-in (default OFF — client must enable manually).

Bulk monthly reports

In Cockpit → Bulk reports download a ZIP with 1× HTML + JSON per client + summary.html with portfolio P&L aggregate.

Whitelabel (Accountant Pro)

Accountant Pro tier includes brand_name + brand_logo_url reflected in:

Client invoice PDFs ("Processed by ${'{YourFirm}'} · powered by Bezúčto")
Dunning email FROM ("${'{YourFirm}'} ")
Client dashboard footer

FAQ

Client disconnects accountant — what happens?

Your proxy token immediately invalidates. Client data stays with client. You lose access.

Can I be a read-only consultant?

Currently no — all proxy tokens default to full read+write. Read-only auditor role is on the roadmap (P2 quality).

Client changed password — does my proxy token work?

Yes, WITHOUT logout-all action. On client's logout-all or password reset via forgot-link, all tokens (including your proxy) invalidate (CWE-613 protection).

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