A client boundary, not a filter
Isolation is enforced across database access, storage, background work, exports and AI inputs—not just the visible portfolio screen.
Menu
Feature
Available nowSeparate client workspaces for bookkeeping practices.
The Bookkeeper workspace keeps each client’s cases, files, branding, permissions and exports separate, with case-specific invitation grants.
Authority must be explicit
Practices need a defined relationship and permitted workspace before operating on a client case.