Built from inside practice. Built by Mr H Hammad FCCA, ACA, ICAEW Chartered Accountant and current CEO of a UK accountancy practice.
ProductFor ClientsWhy BalansixPricingResourcesSupportBook a demoContact
BalansixCloud & Secure

Cloud software with professional control.

Balansix combines flexible cloud access with role-based permissions, workflow locks and traceability designed around the responsibilities of an accountancy practice.

Book a demoExplore the platform
Role-based accessMFA & individual accountsAudit trail & workflow locks
Cloud & Secure

Professional software needs professional controls.

Security in an accountancy practice is not only about the login page. It is about who can see a client, what they can change, what happens after work is finalised and whether important actions remain traceable.

ID

Individual identity

Staff work through individual accounts so access and important activity are attributable to the person using the platform.

2F

Multi-factor access

Additional authentication controls strengthen staff access and reduce reliance on a password alone.

RL

Role-based permissions

Directors, managers, staff, contractors and clients can receive the level of access appropriate to their responsibilities.

Role & client-level access

Access should follow responsibility, not curiosity.

A junior staff member does not need every client, every fee and every team-management control. A client does not need the internal accounting workspace. A contractor may need a tightly defined set of jobs without broader practice visibility.

Balansix is designed around role and client context so firms can delegate work while keeping sensitive information appropriately restricted.

Director and Practice Manager oversight
Manager and staff working permissions
Contractor access controls
Client-specific work allocation
Read-only user states
Fee and profitability visibility restrictions
Separation between staff and client experiences
Balansix team and user management
Team & access • live Balansix screen
Control after posting

Security includes protecting completed accounting work from casual change.

Accounting controls become security controls once a period or output has been reviewed. Reconciliation locks, finalisation states and read-only workflows help protect the position that the practice has actually signed off.

Reconciliation

Lock a completed bank position

Protect reconciled statement periods once the required completeness conditions are satisfied.

Final accounts

Protect the finalised output

Controlled accounts-production areas become read-only after finalisation so the approved set does not drift.

Read-only

Give visibility without edit rights

Use read-only states where a person needs to inspect information without changing the accounting record.

Correction

Make changes through a controlled route

Corrections should remain distinguishable from the original position rather than silently rewriting the history.

Auditability is part of usability.

When a reviewer can see who did something, what changed and which source evidence supports the accounting, review becomes faster as well as safer.

Audit trail & traceability

Important actions should remain explainable after the person who did them has moved on.

Balansix keeps audit trail and source context as part of the workflow. That helps the practice answer the questions that inevitably arise later: who posted this, what was reviewed, where did this figure come from and why was the position changed?

User-attributable activity
Source record linked to accounting where applicable
Review states
Controlled corrections
Finalisation events
Traceability across connected workflows
Cloud delivery

Work securely without tying the practice to one desk.

Balansix is delivered as a cloud platform so authorised users can work through the same controlled environment without maintaining separate local copies of the client file. That supports flexible practice operations while keeping identity, permissions and workflow controls centralised.

☁

Central platform

Keep users working from the same application rather than circulating working copies of client data.

↻

Consistent workflow

Permissions and controls travel with the application, so the process is not dependent on which machine is being used.

✓

Due-diligence ready

The security page is designed to state verified controls clearly and avoid vague marketing claims that cannot be substantiated.

For procurement and due diligence: Balansix can provide the current technical security, hosting, data-processing and access-control information applicable to the service being purchased. Contact us for the appropriate security information pack.

See what one connected workflow could remove from your practice.

Bring a real client workflow to the demonstration and compare how many handoffs, re-keying points and separate systems Balansix can remove.

Book a Balansix demoTalk to us