You're the one who signs off. Here's what you'd be signing.
If a client asks you to bless a move off QuickBooks, you need more than a feature list — you need to know what your access looks like, how period-end works, what the paper trail is, and what lands in your tax software. This page is that, stated plainly, including the parts that aren't built yet.
Your role, scoped on purpose
Nummio has a dedicated External Accountant role. It's deliberately narrower than an Owner or Bookkeeper seat — you get the instruments of your job and none of the liability of theirs:
| You can | You can't |
|---|---|
| Run and read every report — P&L, Balance Sheet, Trial Balance, General Ledger, agings. | Post ordinary day-to-day transactions or act on the review queue. |
| Post adjusting entries, including into locked periods. | Lock or unlock periods — that stays with the business. |
| Run tax export packages. | Manage the chart of accounts, users, bank connections, invoices, or billing. |
| Read the full audit log. | Submit, approve, or pay expenses and reimbursements. |
Every capability check runs through one authorization matrix in the product — there's no side door where a role means something different on one screen than another.
Working across clients
One sign-in, one membership per client. Each client that invites you becomes a switchable business in your sidebar — pick the client, and everything on this page scopes to their books, enforced by the database's row-level tenant isolation, not just the UI.
Being honest about the current shape: that's a switcher, not a cross-client dashboard. There is no consolidated view of all your clients' statuses on one screen today — a dedicated accountant workspace is planned, not shipped. If your workflow depends on a firm-wide dashboard on day one, Nummio isn't there yet, and we'd rather you know that here than discover it after onboarding a client.
Adjusting entries into locked periods
When a business closes a month, the period locks: nothing ordinary can post into it, enforced in the posting engine itself. Your adjusting entries are the one deliberate exception — they post with an explicit adjusting source, land inside the locked period, and every one is written to the audit log with your name and role on it.
The detail that tells you how the product thinks about your work: when an Owner or Bookkeeper posts an adjusting entry, they have to tick a confirmation box acknowledging it can land in a locked period. You don't — for the External Accountant role, the adjusting entry is the expected instrument, not the exception.
The audit log
Append-only, one row per accounting-relevant change: who, what, when, and a field-level before-and-after diff. Filterable by actor, action, entity, and date range. The application's database role has no ability to update or delete a row — corrections to the ledger happen as reversing entries, and the log records those too.
The ledger itself is insert-only: a posted transaction is immutable at the database level, and the books your client shows you in Simple view are the same journal entries you can flip open in Ledger view — one dataset, two renderings, nothing reconstructed for presentation.
Tax export packages
A zip of six CSVs per entity and tax year, built for handoff into your own workflow: a cover sheet, tax-line summary mapped to the filing type, general-ledger detail per tax line, trial balance, an unmapped-accounts list so nothing falls through silently, and a fixed-asset worksheet.
| Filing types | What the worksheet is — and isn't |
|---|---|
| Schedule C, 1120, 1120-S, and 1065. | The depreciation worksheet is raw general-ledger activity per fixed-asset account, for you to compute from directly. Nummio does not compute depreciation — that judgment stays yours. |
Exports run as jobs with a history and a download link, so a package you ran in March is still there in October. No e-filing — this is the package you work from, not a filing service.
What onboarding a client actually involves
One more honest note: today the invite goes out during that setup flow — a standalone team-settings page for inviting people afterward is coming but not built yet. If that wrinkle matters to a client you're onboarding, tell us and we'll get them sorted directly.
What it costs your firm
Nothing. There is no firm license, no per-client fee, and no partner program with a number attached. Each client pays for their own subscription — External Accountant access comes with their Small plan — and your seat on their books is included in it. See pricing for what your clients would pay.
The economics for your firm are time, not fees: capture and categorization happen in the client's review queue during the year, so the file you open at period-end is current, reconciled, and traceable — the cleanup hours are the thing this product is built to remove. Whether that holds for your clients is exactly the conversation we'd want to have.
See it before you recommend it
The demos on this site are the actual product components running against seeded books — not screenshots. The ones worth your time: the real reports rendered from a twelve-month fixture company, the month-end close from reconciliation through period lock, the review queue your clients would live in, and the migration with its reconciliation report.
Thinking about a client's file? Start with a conversation.
Write to hello@numm.io — a person reads it, and a messy file is the normal case, not a problem.