Multiple users & collaboration in accounting

Manage accounting together – no charge per user

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

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

Combined with simple accounting and the dashboard, you all work on the same set of books.

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.

Several companies, one login

If you look after more than one company, you set up further mandants under the same login and switch between them – no second account, no signing in again. Each company stays entirely separate in bookkeeping terms.

This is where it differs from the section above: additional users are free, additional mandants are not. Each further mandant costs the same as the first.

Individual accounts instead of shared passwords

Each user receives an individual account with their own email address and password. Nobody has to share login credentials, and you can revoke one account without the others needing a new password.

There are deliberately no roles with graded rights: whoever is invited works on the accounts with you. Only the owner can manage users and take out the subscription.

Manage users flexibly

The owner can at any time:

invite users – and withdraw a pending invitation
temporarily deactivate them
permanently remove them

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

Easy collaboration in accounting

Invite your accountant, bookkeeper or tax advisor – without extra costs and without passing around 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 accountant.

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

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