Accounting Firm / Multi-tenant

SynkriaOps firm mode is designed for chartered accountants and accounting firms managing multiple client companies simultaneously. A single account gives you access to N isolated files: each file has its own accounting records, SYSCOHADA 2019 revised chart of accounts, journals, fiscal years and dedicated users.

Isolation between files is enforced at the lowest level of the technical stack: PostgreSQL Row Level Security (RLS). In practice, it is technically impossible for a user of one file to read, modify or delete data from another file — even in the event of an application bug. Every SQL query is automatically filtered at database level by the file identifier (tenant_id). No application code can bypass this guarantee.

The typical firm workflow unfolds in four steps: create a client file from the cockpit → invite the client as ADMIN of their own file → switch between files in one click via the selector → work on the accounting as Accounting Expert (Expert-Comptable). Every file switch is timestamped and recorded in the access log, providing complete traceability of all firm interventions.

Tip

Each client file is isolated at the PostgreSQL level (Row Level Security). It is technically impossible for a user of one file to see the data of another file — even in the event of an application bug. This guarantee is built into the database, not just the application code.

Before you start

To access the Accounting Firm module, your account must have the Accounting Expert (Expert-Comptable) or ADMIN role in at least one file. If you have just created your SynkriaOps account, start by creating your first client file from the cockpit (button “New file”). The Accounting Expert role can be assigned during an invitation by an existing ADMIN, or directly when creating the file.

If your team has multiple collaborators, each accountant can be individually invited with the Accounting Expert role on the files relevant to them — without access to other files in the firm.

Available guides

Managing client files Create a client file, view the list, archive a file at end of engagement, restore an archived file.

Switching client files Using the file selector, understanding data isolation, marking a file as a favourite for quick access.

Accounting Expert permissions Full EXPERT vs ADMIN table by module, restricted actions, intervention traceability and role promotion.

Roles and permissions Overview of all SynkriaOps roles: ADMIN, ACCOUNTANT, CONSULTANT and EXPERT — who can do what.

Caution

The Accounting Expert (Expert-Comptable) has intentionally restricted permissions: they cannot modify the file configuration (VAT, chart of accounts, RCCM, NIU) or invite new users. Only the client file Admin holds these rights. This separation respects the legal responsibility of the business owner toward tax authorities across OHADA member states.

Firm mode architecture

Concept	Description
Client file	Isolated tenant with its own accounting, chart of accounts and users
EXPERT role	Full accounting access, restricted on legal settings
ADMIN role	Legally responsible for the file — controls settings and users
File selector	Instant navigation between all accessible files
Access log	Timestamped record of every file switch and Expert action

For new firms

If you are setting up SynkriaOps in firm mode for the first time, follow this sequence:

Managing client files → create your first client file and invite your client as ADMIN → Switching client files → switch to the file to begin data entry → Accounting Expert permissions → review your role’s limits before working on the client’s accounting. If in doubt about role permissions, see Roles and permissions.

Frequently asked questions

How many client files can I manage? The number of files is not limited by default — it depends on your subscription plan. Contact support to find out the limits applicable to your firm account.

Can a collaborator have access to only certain files? Yes. Access is managed file by file — invite each collaborator only on the files relevant to them. An Accounting Expert not invited to a file cannot access it, even from the same firm account.

Is isolation between files guaranteed during migrations or backups? Yes. Isolation by tenant_id is applied at every level: queries, exports, backups and restores. Restoring a file does not affect the data of other files in the firm.

Can my client see the data of other clients in the firm? No, never. Even if two clients are managed by the same firm, PostgreSQL RLS isolation prevents any cross-visibility — including for platform administrators.

Can I export the data of a client file? Yes. From the active client file, go to Reports & Exports to generate a FEC export (regulatory format), an Excel export or a SYSCOHADA balance sheet. Each export is strictly limited to the data of the active file.

Tip

To quickly find a file among a long list, use the search function in the file selector or mark your most active client files as favourites — they will appear at the top of the list.