Small accounting firms lack a standardized, secure method for clients to share access to financial systems during onboarding, relying on manual and insecure practices that don't scale.

Workarounds Described

• shares passwords via email or spreadsheets
• sends MFA codes manually when needed
• uses shared logins across multiple people
• back-and-forth process every time access is needed

Implied Software Gaps

• Secure client portal for provisioning access without sharing passwords
• Automated MFA relay to eliminate manual code sharing
• Role-based access control with audit logging per client

SecureAccess Accountant

A secure client onboarding and access management platform for accounting firms. It lets clients provision temporary, audited access to their QuickBooks, bank portals, and payroll systems without sharing passwords. Admins request access, clients approve via a secure portal, and MFA is relayed automatically. All access is logged and revocable.