All records, read-only
Leases, rent payments matched to the bank, expenses, mortgages with interest split per property, depreciation, invoices and the filings for every year.
Your client invites you as a guest and you see their records read-only: rents, payments, mortgages, documents and filings. You switch between clients in one click, your seat costs the client nothing, and clients you bring get a month free.
Your client invites you into their organization with the accountant role. You see everything they record but change nothing — the records stay theirs.
Leases, rent payments matched to the bank, expenses, mortgages with interest split per property, depreciation, invoices and the filings for every year.
Your client marks a year as ready for the accountant and you get an email. After your review you add notes to the year, which your client sees.
A full-year package with the §7 and §9 summaries, invoices in ISDOC, Pohoda, Money S3 or ABRA Flexi format, and the DPFDP7, DPHDP3, KH, ČSSZ and health-insurance files. Exports and final filings come with the client's Solo plan or higher.
As an accountant you don't change the client's records, payments or settings. You only write review notes and download exports.
Accept the next client's invite with the same account, by password or with Google. You don't need a new email address for each client.
Pick the client in the organization switcher. The active client's name is always shown, so you can't mix clients up.
Your code and link, client invites and the clients who signed up with your code in one place, with an Open button wherever they gave you access.
Client data never mixes: no cross-client summaries, tasks or practice billing. Lumezzo is not practice-management software.
An approved partner accountant takes none of the client's seats and the client pays nothing for it.
A client normally gets one accountant seat from the Solo plan. A partner accountant's seat is extra and works on the free plan too.
The partnership is free for you and your clients. We charge you nothing and pay no commission; your clients get a free month.
Once approved, you get a partner code and link. A client who signs up with them gets a discount worth one month of their plan after their first payment.
Send a client an invite straight from the partner portal. The email carries your link, so the code fills in at sign-up.
At sign-up with your code the client decides whether to give you access to their organization. Without their consent you get no access.
They invite you in Organization Settings → Users and invitations, and the free seat applies to them too. The free month is only for new sign-ups with your code.
Accountants who work with Lumezzo and agreed to be listed. Contact them directly; you give them access to your records yourself.
Always the client. Access comes only from their invite or their consent at sign-up with your code, and they can remove it at any time in Organization Settings → Users and invitations. Without that, neither the partner code nor the portal gives you access to client data.
Nothing. You read all records, download exports and filing files, and save review notes on a year the client marked as ready for the accountant.
Nothing. The partner account is free, the accountant seat is free on every client plan, and we neither charge nor pay commission.
Not for access — a partner accountant sees the records on the free plan too. Accountant exports and final filing files come with the Solo plan or higher.
No. Lumezzo keeps records for landlords and sole traders, and the accountant works inside the client's organization. It offers no cross-client summaries, tasks or practice billing, and no double-entry bookkeeping or corporate tax return either.
Signing up is free and needs no organization. Fill in your details, we approve the application and send you your partner code.