Atlas Overview

This section introduces Atlas, Fiskl's portal for accounting firms, and explains the key ideas behind how it works.

Atlas brings your team, your clients, and your billing together in one place. It is free for accountants. You sign in at atlas.fiskl.com with an Atlas account, which is separate from any Fiskl user account. To create your account, see Getting Started with Atlas.

Why Atlas is built the way it is · 3:40

Read the transcript

You run offices in different currencies, staff who work across them, and every client with their own books. A single login that lumps all of that together breaks somewhere. So who may see which client? Who is billed in which currency? And who can walk away from whom? Atlas is Fiskl's portal for accounting firms. It's free, and it works as a hierarchy: one organisation, branches inside it, clients inside the branches. A branch is an office, a service line, or a currency. The day-to-day happens there: its team, its clients, its billing. Why one currency per branch? When the firm pays for clients' subscriptions, Fiskl sends one invoice per branch per month in that branch's currency. So a Paris firm billing some clients in euros and some in dollars makes two branches: Paris Euro and Paris Dollar. The clients' own books can be in any currency. The branch currency is only what the firm is billed in. Now the people. At the top, a handful of organisation-wide roles: Super Admin, Billing Admin or Viewer. Most people have none — they only see the branches they belong to. Inside each branch, everyone gets a role — and it can differ. Sarah is an Owner in Paris and a Member in New York. Roles are starting points; any single permission can be switched for one person. Then each client has its own access level: Full Admin, Billing Admin, Accounting Only or Read Only, mirroring the permissions inside the client's own Fiskl. So Sarah can be Read Only on one client and Full Admin on the next. And no level means no access — even for a Super Admin. The difference is a Super Admin can assign themselves, but nobody walks in by default. That matters because seniority and access aren't the same thing. The senior who reviews everything reads but shouldn't post. The junior who keeps one client's books posts there and nowhere else. How clients connect decides who owns the account. With Charge Us, the firm creates the account, its subscription goes on the branch invoice, and you're the primary accountant. Invite the owner, or run it yourself. Or the client pays their own way. The branch has a link — the client signs up with it, pays Fiskl directly, and an invitation comes back to the branch. You accept it. It also works the other way round. The client invites you from External Access in their Fiskl, to the branch email. Not a person's email — Paris and New York each have their own. If the firm isn't in Atlas yet, Fiskl tells the client and emails the firm the steps to sign up. Sign up with that address, and the invitation is waiting. Who can disconnect follows who pays. If the firm pays, only the firm can remove a client. If the client pays, either side can end the connection cleanly. Once connected, nobody signs in twice. Access Fiskl opens the client's account with your level for that client. The first open completes the connection. Everything is logged: a branch audit trail, sign-in activity per team member, and MFA that can be reset by permission. With the connection complete, Atlas reads each client's books for signals: overdue receivables, a broken bank feed, tax due, low cash. The ones past your thresholds queue by priority. All of that — the permissions, the billing, the connections — is there so one click opens any client's books with the right access, and everything is logged. You set it up once to match how your firm actually works, and it stays that way as you grow.

What You Can Do in Atlas

• Connect with clients who use Fiskl and access their accounts
• Decide who pays for each client's subscription: your firm or the client
• Organise your practice into branches by location, currency, or service line
• Give each team member the right level of access, branch by branch
• See your whole practice, or a single branch, from a dashboard
• Spot clients who need attention, such as overdue receivables or a broken bank feed, with Advisory
• Store and manage documents
• Connect to HMRC for Making Tax Digital (MTD) and manage client MTD authorisations
• Earn referral commission through the Fiskl Partner Program

How Atlas Is Structured

Atlas has two levels: your parent organisation and its branches.

Parent Organisation

Your parent organisation represents your practice as a whole. It gives you oversight of all branches, team members, and billing. You don't manage clients at this level.

When you sign up, you become the Super Admin of your parent organisation. Your organisation name appears at the top of the branch selector in the Atlas menu.

Branches

Branches are where day-to-day work happens. Each branch has its own clients, team members, and billing. Your first branch is created when you sign up, and you can add more at any time.

Each branch has two details that matter from the start:

• Billing currency — Every branch bills in a single currency, which cannot be changed after the branch is created
• Branch email — Each branch has its own email address. When a client invites you as their accountant from their Fiskl account, they enter this email, and the invitation goes to that branch.

info

Client accounts can use any currency, whatever the branch billing currency. A GBP branch can manage clients operating in EUR, USD, or any other currency.

Roles and Permissions

Every team member has a branch role on each branch they work on. Some team members also have a parent role, which applies across all branches.

• Branch roles — Owner, Admin, and Member
• Parent roles — Super Admin, Parent Billing, and Viewer
• Extra permissions — Additional access you can grant on top of a branch role

The same person can hold different roles on different branches. See Team Structure to decide which roles to assign.

Billing Models

When you add a client to a branch, the billing model decides who owns the client's Fiskl account and who pays for it.

	Charge Us	Client Pays
Who pays	Your firm	Your client
Who owns the account	Your firm	Your client
How it starts	Your firm creates the client account	You invite your client, or your client invites you
Disconnecting	Your client cannot disconnect from your firm	Either party can disconnect at any time
Works well for	Fully managed services	Advisory and bookkeeping relationships

Fiskl sends one invoice per branch each month for all Charge Us clients on that branch. Payments are processed securely through Stripe. Clients on Client Pays manage their own billing with Fiskl.

tip

You can mix billing models on the same branch. Use Charge Us for some clients and Client Pays for others, depending on each relationship.

Dashboards

Atlas gives you two views of your practice:

• Parent Dashboard — A consolidated overview across all branches, including clients, team, billing, and activity
• Branch Dashboard — Clients, team activity, and billing for a single branch

Advisory

Advisory watches every fully connected client's Fiskl account for signals such as overdue receivables, broken bank feeds, tax filings coming due, and low cash runway. Clients that cross your firm's thresholds appear in the Advisory view of the client list, ranked by urgency.

From there you work through a bucket at a time: open a client to review the figures behind each item, draft a note with AI using only those figures, or draft one note per client for the whole group. You send each note from your own email and mark it as sent, so your team can see who has been written to. See Advisory Overview.

warning

Advisory only reads clients whose connection is complete. Someone from your firm must open each client's account with Access Fiskl at least once. Until then, the client shows no signals.

Fiskl Partner Program

The Fiskl Partner Program lets you earn commission when clients you refer subscribe to Fiskl. It applies to Client Pays accounts only. See Fiskl Partner Program.

Explore Atlas

• Getting Started — Create your account and set up your practice
• Client Management — Add clients, accept invitations, and manage client access
• Advisory — See which clients need attention
• Billing Models — Compare Charge Us and Client Pays in detail
• Team & Branches — Manage team members, roles, permissions, and branches
• Document Management — Store and manage documents
• Reports & Analytics — Monitor your practice through dashboards
• Fiskl Partner Program — Enrol in the program and track earnings

Getting Help

Atlas includes live chat support, and you can browse the full Fiskl help documentation at any time.