Practice console
Your clients, engagements, compliance obligations and work queue in one place, with workpapers alongside.
For accountants and bookkeepers
Partner with Kumry and work from the records
Kumry is built to be worked on by accountants and bookkeepers, not around them. A practice console across your clients, access each client grants and controls, and an approval trail behind every posting.
What your practice gets
- A practice console across client files
- Advisor codes and delegated client access
- BAS figures traceable to their transactions
- Signed migration certificates when clients switch
- A direct line to the Kumry team
The practice toolkit
Built for multi-client work
Everything below is in Kumry today.
Advisor codes
A client issues a one-time code from their own settings and gives it to you. Your practice redeems it to ask for access.
Delegated access
The client accepts before anything is granted. Access is time-boxed, logged, and the client can end it at any time.
Multi-client work
Staff sign in as themselves and open each client’s books from the console, without a client password in sight.
An approval trail to review
Every posting records who approved it and when; each posted entry is linked to the one before it, so later changes show up.
Traceable BAS figures
Each BAS amount opens to its transactions, with an activity statement workpaper. You lodge as the client’s agent.
Getting started
How partnering works
- 1
Talk to us
Email us about your practice: the clients you look after, the systems they use and how you work. - 2
Set up your practice
We help you set up your practice in Kumry and add your staff. - 3
Connect clients
Clients issue you an advisor code; you redeem it and they accept. Clients moving from Xero or QuickBooks Online can be imported. - 4
Work from the records
Review postings, prepare BAS figures and keep migration certificates with your workpapers.
Straight answers
What we will and will not promise
We would rather you know the limits up front.
In Kumry today
- Practice console, advisor codes and delegated access
- Imports from Xero with signed certificates
- Imports of the chart of accounts, contacts and transaction history from QuickBooks Online
- GST and BAS figures prepared and traceable
- Bank statement import as CSV, OFX or QIF
Not in Kumry today
- Lodging BAS with the ATO from Kumry
- Payroll and Single Touch Payroll reporting
- MYOB import
- A published partner discount, tier or commission scheme
Partner questions
Is there a partner discount or commission?
We have not published partner pricing, tiers or commission. If commercial terms matter to your decision, raise them when you get in touch and we will tell you plainly what we can offer.
Do my clients need to be on Kumry for me to use the console?
Yes. The practice console works with clients whose books are in Kumry and who have accepted your practice’s access.
Can I see a client’s books without them knowing?
No. A client accepts before access is granted, sees which advisers can open their books, and can end that access at any time.
How do I get in touch?
Email support@kumry.com with a little about your practice and we will reply by email.
Talk to us about partnering
Email support@kumry.com, or book a walkthrough of the practice console.
Kumry accounts are set up on request: Get started takes you to a short request form.