Keep every client's bookkeeping context in one place.
Awditify Bookkeeping Knowledge Base gives each bookkeeping client a dedicated home for notes, contacts, links, files, and reference tables. Staff can find client-specific instructions, supplier details, portal links, and handoff notes without digging through email or old spreadsheets.
At a glance
What this covers
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Client-scoped knowledge
Each bookkeeping client gets a completely separate knowledge base. Context stays clean, separate, and close to the file.
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Five item types
Notes, tables, contacts, links, and files. Store every kind of client-specific bookkeeping context in one searchable workspace.
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Customer and supplier sync
Pull customers and suppliers from existing bookkeeping records into the client knowledge base as contact items.
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Controlled access
Grant read-only or read-and-write access per user. Keep each client knowledge base visible only to authorized team members.
How it works
How it fits together
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Client-scoped knowledge
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Multiple item types for bookkeeping context
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Customer and supplier contact sync
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Search, categories, and pinned references
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Controlled access per client
Client-scoped knowledge
Each bookkeeping client gets its own knowledge base, completely separate from other clients.
Maintain a dedicated knowledge base for each bookkeeping client
Keep client instructions separate from firm-wide knowledge
Store the operational details staff need during recurring bookkeeping work
Support cleaner handoffs when work moves between team members
Multiple item types for bookkeeping context
Store every kind of client-specific reference material in one searchable workspace.
Notes for bookkeeping procedures, monthly close instructions, and exceptions
Tables for recurring allocation rules, approval matrices, and reference lists
Contacts for customers, suppliers, and client-side stakeholders
Links for banking portals, vendor portals, CRA resources, and cloud folders
Files for support documents, templates, and recurring reference material
Customer and supplier contact sync
Turn existing bookkeeping records into reusable contact items inside the client knowledge base.
Pull bookkeeping customers into the knowledge base as contact items
Pull suppliers into the knowledge base as contact items
Create Customers and Suppliers categories automatically during sync
Re-run sync to update existing contacts without creating duplicates
Preserve category organization after synced contacts are moved
Search, categories, and pinned references
Find what staff need before the month-end close starts.
Search across all items in the client knowledge base
Filter by item type: notes, tables, contacts, links, or files
Organize entries into user-defined categories
Pin critical entries so staff find them immediately
See attachment counts and synced status at a glance
Controlled access per client
Keep each client knowledge base visible only to the team members working that file.
Grant read-only or read-and-write access to specific users
Keep client knowledge visible only to authorized team members
Show a clear no-access state when a user has not been granted access