About Us
Pricing
The Multifirm feature in BillClap is a powerful tool for managing multiple businesses or firms under a single account. Whether you are an accountant handling several clients or a business owner overseeing multiple ventures, this feature streamlines your operations and ensures that each firm's data remains separate yet easily accessible.
Manage Multiple Firms with One Login:
Handle multiple businesses or firms without the need to log in and out repeatedly.
Switch between firms easily from a centralized dashboard.
Separate Data for Each Firm:
Each firm's data, including invoices, GST filings, inventory, expenses, and reports, is kept independent.
This ensures that the information of each business stays organized and secure.
Firm Switcher Dropdown:
Use the firm switcher dropdown to quickly toggle between firms.
This makes it simple to track and manage data for multiple businesses in one go.
Add and Edit Firms Anytime:
Easily add new firms and enter their business-specific details, like GSTIN, addresses, and contact information.
Modify or remove firms as your business needs evolve.
Customizable Roles and Permissions:
Assign users to specific firms with customizable permissions, such as Admin, Accountant, or Viewer.
This allows you to control access to sensitive business data for each team member.
Firm-Specific Reports and Insights:
Generate reports that are specific to each firm.
View detailed financial summaries, GST filings, and sales reports for each business entity separately.
Log in to your BillClap account.
Navigate to the Settings section in the left sidebar or top menu.
Look for the "Multiple Firms" or "Firm Management" option and click on it to begin managing your firms.
Click on "Add New Firm".
Fill in the business details for the new firm:
Firm Name
GSTIN (Tax Identification Number)
Business Address
Contact Information
Click Save to create the firm.
After adding multiple firms, navigate to your Dashboard.
Use the firm switcher dropdown at the top or side of the screen to select the firm you want to manage.
The dashboard will automatically refresh and display data specific to the selected firm.
For each firm, manage its invoices, inventory, expenses, and GST filings separately.
Create invoices or generate reports specific to the selected firm by ensuring you are in the right firm before performing any task.
Go to the User Management section under Settings.
Add users and assign them to individual firms.
Define their role (Admin, Accountant, Viewer, etc.) based on what level of access they need for each business entity.
Navigate to the Reports section.
Filter reports based on the selected firm to see financial summaries, GST filings, and more.
Export the reports to keep a record for each business.
Centralized Management: Manage all your firms from a single BillClap account, reducing the need for multiple logins.
Data Segmentation: Keep each firm’s data separate, ensuring that your financial and business information stays organized.
Increased Efficiency: Easily switch between firms and manage your tasks without hassle, saving time on administrative work.
Custom User Permissions: Control who has access to which firm, ensuring your team only sees the information they need to.
Streamlined Reporting: Generate and analyze reports that are specific to each business, helping you make informed decisions for each firm.
By using BillClap’s Multifirm feature, you can handle the complexities of managing multiple businesses under one account with ease. Whether you’re an accountant or a business owner, this feature helps you streamline your operations, keep data separate, and ensure smooth workflow across all your ventures.