A practice account is designed for accounting firms and organisations in Mimo, providing a structured way to manage your firm and team members efficiently. This feature offers enhanced control and streamlined operations when adopting Mimo across your client portfolio. By setting up a practice account, you unlock powerful tools to improve your firm's workflow, manage clients, delegate tasks, and collaborate effectively — all within Mimo.
What you can do
Collaborate firm-wide
Invite team members to a centralised Practice Account, making it easy to manage client portfolios in one place. Users can still hold individual memberships outside the practice, ensuring flexibility.
Assign clients to team members
Admins can allocate specific team members to client accounts, ensuring accountability and structured workflows. When assigning clients, admins can also define the member’s role within each client organisation.
Control access & permissions
Maintain control over who has access to which clients, ensuring security and compliance. Admins can also manage client roles directly, ensuring each team member has the correct permissions.
Streamline client onboarding
Add new clients seamlessly to the firm’s practice account, making it easy to onboard and support them efficiently. Clients themselves can belong to multiple practice accounts, allowing flexibility for firms with shared clients.
Practice Members
To ensure your team operates efficiently, practice accounts offer two predefined roles that control what members can access and manage within the practice:
Practice contributor
Contributors can invite clients to the practice, giving them the flexibility to expand the client portfolio. However, they cannot assign or modify other team members within the practice.
Practice admin
Admins have full control over the practice setup and team management. They can invite both clients and team members to the practice, assign team members to clients, and manage user roles within client organisations. Admins can also remove practice members or clients from the practice account as needed, ensuring the account stays up to date with team changes.