For accounting & bookkeeping firms
Set up your firm on DocStreamAI
See the sign-up, screen by screen.
Five screens across three parts — create the practice, add a client, then work the books.
Pick any screen below — that's the one you'll see.
Choose “I'm an accountant managing clients”
This is the fork in the road. Picking the accountant option builds a multi-client workspace: you get a Clients page, firm-level billing, and the ability to move in and out of each client's books. The small-business option builds a single-company workspace instead.
Choose carefully — this sets your entire account structure, not just a label.
Open the Clients page
This is your home screen as a firm. Your trial opens with client slots ready to use and a sample client already on the board so you can see what a populated workspace looks like before real documents arrive.
The sample client is labelled Demo only — nothing in it is real, and it doesn't consume a slot on your plan.
Create the workspace and invite the owner
Give the client a name, enter the business owner's email twice to rule out a typo, and pick how long the invite link stays valid — 12 hours by default, up to a week. DocStreamAI creates the workspace and emails the invite.
Use the business owner's address, not yours and not a staff member's. Whoever accepts becomes the workspace Owner, including for billing.
Watch the review queue fill up
Claimed clients show live counts for new, in-review, and approved documents, and the activity feed below rolls every client's outstanding items into one list you can filter by client.
The feed is informational. To review, edit, or submit a document, open that client's workspace from the card above.
Step into a client's workspace
Click a client card and you're inside their books with full context — uploads, invoices, receipts, reconciliation, approvals, vendors, and integrations. Each workspace has its own intake email address you can forward bills to or hand to the client's suppliers. Exit to clients takes you back to the firm view.
Clients you pay for show as Firm managed, so they never see a separate bill.
Once a client is in.
Three things the client does once, in their own workspace.
Gmail setup guideSee the QuickBooks flowAccounting settings guide