THE OWNER
You keep the final say
Documents wait for approval before they post. Whether your accountant prepares them or you upload them yourself, nothing enters the accounts without a person signing it off. On Manage → Roles, you choose which of those sign-offs your staff hold.
- ✓Nothing posts unapproved
- ✓Review queue per firm
- ✓Approve from any device
- ✓Every action logged