1️⃣ Go to Client List
2️⃣ Search for the client you want to upgrade (must be on the Free plan and share access with you)
3️⃣ Click on Upgrade
4️⃣ A window will open → client selected
5️⃣ Click on Assign
✅ Seat assigned!
📧 Admin + client will receive a confirmation by email
Option 1 – Via Client List
1️⃣ Go to Client List
2️⃣ Select the clients you want to upgrade (or use the Free filter)
3️⃣ Click on Assign Seats
4️⃣ Confirm with Assign (or purchase extra seats if needed)
5️⃣ See assigned clients in Seat Management
📧 Admin + clients will receive a confirmation via email
Option 2 – Via Settings
1️⃣ Go to Settings > Seat Management
2️⃣ Click on Assign Seats
3️⃣ Search for the client (Free plan + access shared)
4️⃣ Optionally, add extra clients
5️⃣ Click on Assign
6️⃣ See assigned clients in Seat Management
📧 Admin + clients will receive a confirmation via email
Author - Léonel Loens
Léonel is Account Manager for Accountable for Accountants. He talks to accounting firms every day and helped build the product he now supports.
Who is Léonel ?Thank you for your feedback!
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Read moreThey always answer right away to any question I have, they provide clear answers, and they are very patient even when I struggle to understand. They try to explain in different ways. They are very helpful, responsive and friendly.
Chiara Marradi
01/05/2026
Everything was great! All my questions were answered quickly and in a friendly manner.
Wenzeslawa Wegener
04/05/2026
In the world where everyone seems to be out to get small entrepreneurs and overwhelm them with new rules, more taxes and reporting obligations, Accountable often feels like the one steady partner that actually wants you to succeed, providing quick, clear and personalised support. Thank you!
Janina Arsenjeva
10/04/2026
This is an amazing application with great support on issues. In short as in day I am addicted to it (in a positive way). I myself is from IT project management and the way they have captured the user requirement, it’s phenomenal.
Sumit Tewary
01/12/2024
UI is great. Feature packed and very easy to use. The team at Accountable were VERY quick to respond and their team of technicians soon had a fix in place. Very happy with the level of service so far. Thumbs up from me!
Dean Osborne
14/06/2023
This program is a lifesaver, and it is always improving. Plus, it has an AI chat feature that is actually useful.
Jeffrey Humble
14/01/2026
The coaching session on tax management was excellent, good material, excellent explanations and very insightful. Combined with the AI I never feel alone with Accountable.
Sergio Barbarino
23/04/2026
The availability of your team to help and guide people to understand their finances better is what really makes Accountable valuable. While the AI is able to give answers to most basic questions, specific scenarios need counsel from a human which your team performs beautifully.
Sofiya Bogdan Neves
18/04/2026
Fast and careful answers from Alina. Top service. Thank you.
Anonymous
15/04/2023
They always answer for questions wherever is via direct e-mail or through app. If they can’t answer fully they will forward you to the right place. Documents were always prepared well and ready to send further to government. Everything is intuitive in the app and easy to sort out even for someone completely green in this field.
Anonymous
22/03/2026
