Good night, I file Taxes for a few clients using Excel to track their income and Expenses. Is there a platform where I can add more than 1 client also prepare Reports?

Hi, @professionalconsultancy242. Yes, there is a platform available that allows you to track income, expenses, and prepare reports for multiple clients or businesses.

Given that you manage multiple clients, you need a solution that offers multi-entity management, allowing you to switch between different sets of books under one login. I recommend signing up for QuickBooks Online Accountant (QBOA).

The steps to sign up may vary based on whether you have used QuickBooks Online (QBO) before. If you have an existing user ID:

1. Visit our website for your region.
   
   
2. Click on Accountants, then QuickBooks Online Accountant.
   
   
   
3. Select Sign up.
   
   
   
4. Click on Sign in, and you will see a prompt that says, This email address is already taken.
   
   
5. Follow the prompts to finish the process.
   
   

If you don't have an existing user ID, or you want to create a new profile for QBOA:

1. Visit our website (located on the same site as above).
2. Click on Accountants, then select QuickBooks Online Accountant.
3. Hit Sign up.
4. Follow the prompts to complete registration.

For detailed steps and to achieve your goal, please refer to the articles below:

• Sign up for QuickBooks Online Accountant
• Use accountant tools and features

By switching to an accounting platform, not only will you save time and reduce errors, but you’ll also be able to provide a higher level of service to your clients, attract more customers, and scale your business with ease.

If you need further assistance signing up for QBOA, please let us know by replying to this thread. We’re here to help you make the most of your QuickBooks experience.