What firm editions change
Every touchpoint a client has with their numbers can carry your firm's name. Kantivo's firm editions include a whitelabel portal — your logo, your look — where clients upload documents, review financials, and interact with the books your team maintains.
Behind the portal, the firm holds the keys: provision new client installs centrally, standardize the chart and settings before a client ever logs in, and give every staff member exactly the access their role warrants. Practices with nonprofit or government clients step up to the specialist firm editions, which carry FASB ASC 958 and GASB fund accounting into every client engagement.
What you get
A portal that sells the firm
Clients experience your brand at every login — Kantivo stays invisible in the background.
Central client provisioning
Spin up a new client's system from the firm side, pre-configured to house style.
Team-scale licensing
Unlimited staff with five role levels, so access control matches your org chart automatically.
The full practitioner kit
Batch financials, adjusting-entry libraries, the tax workspace, and file comparison across the whole client base.
Nonprofit & government practices
Specialist firm editions embed donor-restriction tracking or GASB fund accounting in every relevant client file.
Support that knows your name
Priority queues and a dedicated contact come standard at firm scale.