Multi-client capability
Multi-client capability means one office keeps many separate sets of books in a single interface: its own rights per client, switching without logging in again, and analyses across all clients.
Definition
Without it, every client becomes a separate installation or login — with the result that one employee juggles twenty logins and nobody has an overview. That is the difference between a program for one business and one for a fiduciary office.
Rights are the delicate part: an employee should see the clients they look after and not the others. And the office’s duty of confidentiality requires that this separation exist technically, not only organisationally.
Where to read it
What the software must be able to do
Check: clients within one installation, rights per client and per employee, switching without re-login, analyses across all clients, and a complete export per client in case of a change of fiduciary.
Checked Aug 2026
More terms under Mandates and professional duties: Conflict-of-interest check Deadline control Fiduciary / trustee