# Work in a client's account (CA firms)

> Open a client that accepted your firm, see what you can do there, and fix a missing Enter button.

Source: /help/en/account-and-setup/work-in-client-accounts

Members of an accounting or audit firm open a client's account from **Managed Clients**. You work inside the client's organization with the access level the client chose.

## Before you start

**Enter** appears next to a client only when all three are true:

| Condition | Who sets it |
|---|---|
| The client accepted your firm (status **Active**) | The client's owner or admin, in **Settings → Team → Accountant access** |
| Web access to clients is switched on for your firm | Alya Books. Ask support@alyabooks.ai; it is off until Alya Books has checked the firm |
| You are an active member of the firm | Your firm's owner or admin, in **Settings → Team** |

## Steps

1. In your firm, open **Managed Clients** in the sidebar.
2. Click **Enter** next to the client. The client's dashboard opens and a banner "Managing: *client name*" stays at the top of every page.
3. Work as usual: invoices, contacts, incoming invoices, VAT return. While the banner shows, everything you do belongs to the client.
4. Click **Back to My Clients** in the banner to return to your firm.

## What you can do

| The client chose | Your role in the firm | You can |
|---|---|---|
| Accountant | Owner, admin or accountant | See and prepare invoices, contacts, incoming invoices and VAT returns |
| Accountant | Approver or viewer | Only look |
| Viewer | Any | Only look |

A firm can never change the client's Settings or bank details, invite people, manage API keys, delete invoices or contacts, or become owner or admin of the client.

## No Enter button?

- **Waiting for client** or **Needs review**: the client has not accepted yet. Remind them, or send an email invitation from **Add Client**.
- **Active** but no Enter: web access is not switched on for your firm. The page says so; write to support@alyabooks.ai.
- **Paused by client**: the client paused your access. Only they can resume it.

## Good to know

- Clients are not listed in the organization menu at the top of the sidebar. Always go in through **Managed Clients → Enter**. After reloading the page you are back in your firm; click **Enter** again.
- If the client pauses or revokes access, or Alya Books switches your firm off, you lose access on your next page load.
- Without web access you still see each client's invoice figures in Managed Clients, and integrations can act for a client with the `X-Organization-Id` header (docs.alyabooks.ai).

## Related

- [Switch between organizations and manage clients](/help/en/account-and-setup/switch-organizations)
- [Accountant access to your organization](/help/en/account-and-setup/accountant-access)