How accountant-sponsored client seats work

Accountant sponsorship lets a firm pay for a customer's Just Invoice subscription while the customer still uses their own account for invoices and receipts. It suits a practice that includes document collection in its service and wants a predictable way to bring new clients into that workflow.

The seat pays for customer product access; it does not give the firm ownership of the account or authority to edit the customer's documents. The client must accept the connection. Keep the billing decision separate from professional engagement fees and from permissions with tax agencies or banks.

Distinguish capacity, reservations, and assignments

Purchased capacity is the number of recurring seats the firm pays for. A pending sponsored invitation reserves one of those seats until accepted, cancelled, or expired. An accepted sponsored client occupies a seat. Customer-paid connections do not consume this capacity.

For example, a firm with ten purchased seats, seven active sponsored clients, and two pending sponsored invitations has one place available. It cannot safely invite three more sponsored clients without increasing capacity. A pending invitation is a reservation, not a second billable assignment when the customer accepts.

Invite the client into their own account

Confirm the recipient address and select the sponsored model. The customer signs in using the intended verified email and reviews what the firm will be able to access. The customer owns the invoices and receipts they create; the firm sees the authorized file in its client workspace.

An existing customer subscription can conflict with sponsorship. Do not promise an automatic transfer from Stripe, Apple, or Google billing. Resolve the existing arrangement first, then complete the sponsorship acceptance. The application checks for conflicting subscriptions rather than silently adding a second payer.

Manage the recurring seat quantity

Unused purchased seats remain billable. Cancelling an invitation releases its reservation; revoking a sponsored grant releases its assignment. Neither action automatically lowers the subscription quantity. The firm must adjust capacity through the billing screen when fewer seats are needed.

The application prevents a reduction below active assignments and unexpired reservations. Paid upgrades follow confirmed payment state; incomplete payment should not be treated as usable extra capacity. Review the price and any applicable tax before confirming a change. Current public pricing is listed on the accountant page.

Plan what happens when sponsorship ends

Removing a sponsored connection ends that source of premium entitlement without deleting the customer's documents. A firm subscription that is no longer paid also affects sponsored access. Tell the customer how to arrange personal billing or another appropriate transition before a review deadline.

Downloaded records remain with whoever downloaded them, so access revocation does not replace document-handling agreements. The firm should export its private review work through its own process; the customer should keep accessible copies of their source evidence.