Practice Mode (Audit Firms)

Practice Mode (Audit Firms)

Practice mode transforms CryptaCount from a single-company tool into a multi-client platform for audit firms, accounting practices, and tax advisory firms. Practice users manage multiple client workspaces from a centralized dashboard with dedicated billing and sharing controls.

Who Uses Practice Mode

Practice mode is for organizations that manage crypto accounting or auditing for multiple external clients:

User Type	Typical Activities
Accounting firms	Bookkeeping, period close, financial reporting for clients
Audit firms	Reviewing client records, running reconciliations, verifying balances
Tax advisory firms	Preparing tax calculations and filings for client entities
Managed service providers	Full-service crypto accounting outsourcing

Account Type

Practice mode is activated during registration by selecting the Practice account type. This grants access to the practice dashboard and multi-client management features.

Client Management

Manage clients under Practice → Clients.

Adding Clients

There are two paths to adding a client workspace:

Client creates their own account:

1. The client registers on CryptaCount with a Business account
2. The client navigates to Settings → External Access
3. The client invites the practice by email
4. The practice accepts the invitation — the client’s workspace appears under Practice → Clients

Practice creates a workspace for the client:

1. Navigate to Practice → Clients
2. Click New Client
3. Enter the client company name and details
4. A new workspace is created under the practice’s management
5. Optionally invite the client to view their own workspace

Client Dashboard

The client list shows:

Column	Description
Client name	Company name
Workspaces	Number of workspaces managed
Status	Active, onboarding, archived
Last activity	Most recent action in any workspace
Period status	Current accounting period state (open/closing/closed)
Subscription	Client’s billing plan

Switching Between Clients

Click any client row to enter their workspace. The sidebar and all features operate within that client’s context. The practice banner at the top confirms which client workspace is active and provides a quick-switch dropdown.

Client Access Levels

Practice users have configurable access to each client workspace:

Access Level	Capabilities
Full access	All features including settings, user management, and billing
Accounting access	Transactions, journals, balances, reports, period close
View-only	Read-only access to all data — no modifications
Audit access	Read-only plus reconciliation and attestation tools

Practice Billing

Manage practice-level billing under Practice → Billing.

Billing Model

Practice accounts have a different billing structure from standard business accounts:

Feature	Business Account	Practice Account
Billing unit	Per workspace	Per client workspace (volume pricing)
Plan selection	Self-service	Practice admin assigns plans per client
Invoicing	Auto-billing	Consolidated invoice or per-client
Payment	Client pays directly	Practice pays for clients (pass-through optional)

Managing Client Subscriptions

1. Navigate to Practice → Billing
2. View the billing overview:
   • Total monthly cost across all clients
   • Per-client billing breakdown
   • Feature usage by client
3. Assign or change plans per client
4. View invoices and payment history

Volume Pricing

Practice accounts qualify for volume discounts based on total managed workspaces:

Tier	Workspaces	Discount
Starter	1–5	—
Growth	6–20	10%
Professional	21–50	20%
Enterprise	51+	Custom

Pass-Through Billing

Practices can optionally enable pass-through billing, where CryptaCount bills each client directly. The practice retains administrative control but the client sees and pays their own invoice.

Shared Workspaces

View workspaces shared with the practice under Practice → Shared.

How Sharing Works

When a client shares their workspace with a practice:

1. The workspace appears under Practice → Shared
2. The practice gains access at the level specified by the client (view-only, accounting, full)
3. All actions performed by practice users are logged in the client’s audit trail with the practice user’s identity
4. The client can revoke access at any time from Settings → External Access

Shared vs. Managed

Aspect	Shared Workspace	Managed Workspace
Owner	Client	Practice
Billing	Client pays	Practice pays
Access control	Client grants/revokes	Practice controls
Workspace creation	Client created	Practice created

Auditor vs. Accountant Workflow

Practice mode supports two primary workflow patterns:

Accountant Workflow (Ongoing Bookkeeping)

Typical monthly cycle for an accounting firm managing a client:

1. Week 1 — Sync wallets, import CEX transactions, reconcile fiat
2. Week 2 — Review and classify transactions, resolve manual review items
3. Week 3 — Calculate balances, run impairment tests, create manual adjustments
4. Week 4 — Period close workflow, generate financial reports, deliver to client

Example: Acme Digital Holdings outsources monthly bookkeeping to Baker & Associates, a crypto accounting practice. Baker & Associates logs into their practice dashboard, switches to the Acme workspace, runs the monthly close workflow, and delivers the trial balance and income statement by the 15th of each month.

Auditor Workflow (Periodic Audit)

Typical engagement for an audit firm:

1. Planning — Review client’s accounting policies, assess risk areas
2. Fieldwork:
   • Run proof of reserves attestation
   • Verify address screening results
   • Replay reconciliation checks
   • Review journal hash chain integrity
   • Sample test manual adjustments and their approvals
   • Verify period close check results and waivers
3. Reporting — Export supporting evidence, document findings
4. Follow-up — Track remediation of findings

Audit workflows use view-only or audit access levels to ensure the auditor cannot modify client data.

Separation of Duties

Practice mode enforces separation:

• Practice users are identified separately from client users in the audit trail
• Practice user actions carry the practice organization’s identity
• Permission changes are logged
• Access grants and revocations are timestamped

Settings for Practice Users

Some settings behave differently for practice accounts:

Setting	Behavior
Billing	Hidden from Settings sidebar — use Practice → Billing instead
External Access	Manages which clients have shared their workspace
Workspace Accounting	Accessible per-client workspace
Profile	Practice user’s own profile

Partner Referral Program

Practice accounts have access to a partner referral dashboard for tracking referrals and earning rewards.