Multiple Users & Collaboration in Accounting

Manage accounting together – simple and flexible

With Effizo, you can manage multiple users in your accounting and work together on your finances – simply, securely and at no extra cost.

Our accounting software offers a powerful user management system, allowing you to invite and manage unlimited users – ideal for freelancers, startups, and collaboration with trustees or accountants.

Combined with simple accounting and the dashboard, you can work efficiently as a team and always keep an overview.

Unlimited users – no extra cost

Unlike many other accounting programs, the number of users is not limited. Invite as many team members, partners, or external service providers as you need – all without additional fees.

Clear responsibilities & maximum transparency

Each user receives an individual account. This makes it easy to track:

who made which changes
when entries, adjustments, or uploads were performed

This ensures audit compliance, clear responsibilities, and prevents sharing of login credentials.

Manage users flexibly

The owner can at any time:

invite users
temporarily deactivate
permanently delete

This way, you maintain full control even with changing teams or external partners.

Easy collaboration in accounting

Invite your accountant, bookkeeper, or tax advisor in just a few clicks – without extra costs and without the hassle of sharing logins or files.

All relevant data for your tax return can also be prepared and reviewed together directly.

Find more tips on collaboration and preparation in our guide to tax returns in Switzerland and the VAT Switzerland guide.

More security for your accounting

With individual user accounts, you increase the security of your accounting data and reduce risks associated with shared logins or unclear access rights.

Manage accounting together

With Effizo, you can work efficiently as a team on your accounting – whether alone, with partners or together with your trustee.

Ideal for freelancers and small businesses in Switzerland who want to organise their accounting flexibly and collaboratively.

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