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AM

Why InBlack for practices

InBlack’s practice tier supports firms that work across separate client tenants. A practice keeps its own tenant, links active client tenants, and uses Accounting’s client portal for cross-client health, private notes, and report sharing.

Practice-tier capabilities

The current Practice tier configuration includes:

  • Portal, Accounting, Reporting, and Customer 360 pillars;
  • two included seats;
  • accounting-scoped AI COO access;
  • ten included active client connections.

The billing configuration also defines per-connection prices above the included allowance. The platform currently calculates active, included, and billable connection counts, but the repository does not establish an end-to-end external metering and charge workflow. See Practice billing for the supported billing behavior.

A practice-client link connects two existing, active tenants. The same tenant cannot be both sides of a link. A practice member creating a link must have an owner, admin, or accountant role unless an internal trusted flow explicitly bypasses that check.

Links have active or archived status. The practice connection summary counts active links only, sorts clients by name, and reports how many connections are included or billable. A link does not by itself document a blanket role grant to every practice member; actual access remains governed by tenant membership and authorization checks.

Client portal workflows

From the Accounting client portal, a practice can:

  • review health metrics for active linked clients;
  • add and maintain internal notes by client;
  • create and revoke token-based report links for the active tenant;
  • start the add-client flow.

Cross-client dashboard data is available from the practice tenant. Work inside a specific client’s books still requires selecting that tenant in the organization switcher.

Start here

If you only use InBlack for your own organization’s accounting, use the SMB Accounting guide instead of the practice workflows.