Solutions · Accounting firms
Online banking, IRS e-Services, state tax portals, payroll - for every client separately. Keep login details in client folders, give access to the accountants who handle them, and know who used which account.
Recommended plan: Team · $2.09 per user per month, billed yearly.
Balance AccountingEvery client in a separate folder.
Illustration · sample dataSecurity built in from the ground up.
Explore security01 / The challenge
Your firm handles the accounts that matter most to clients - banking, tax, and payroll. A notebook of passwords or a spreadsheet on the desktop is a risk you can't explain to a client.
Convenient, until someone snaps a photo of the desk or copies the file. Then every client's data leaks at once.
An intern handles three clients but has access to the passwords of all eighty, because there was no other way.
The bank code goes to the client's phone, a security token sits in an email, and the payroll password expired in the middle of month-end close.
02 / How Inlockly helps
A folder per client
Create a folder for each client and assign the accountants who work with them. Reassigning a client means changing permissions in one place.
Sharing and permissions2FA codes and security info
Save 2FA keys in client account items, and tokens and instructions in encrypted notes. Everything you need to sign in is in one place.
Item detailsChange history
Every password change has an author and a date, and the firm log shows permission changes and sharing. When a client asks who had access to their accounts, you have the answer.
Change history90 days of company data history
03 / A real-world scenario
Accounting firm owner
Accounting firm · Madison, WI
Client passwords lived in a spreadsheet on the shared drive that every staff member could open - including interns and temporary staff.
The person and company are fictional. The scenario shows a typical rollout and Inlockly features that are available today.
04 / Rollout
Move passwords from a CSV spreadsheet or your browser. Then sort the items into client folders.
Give each accountant access to the folders of the clients they handle. Turn off password viewing for interns.
Send invitations and approve new people. Everyone also gets their own private vault.
Want to talk through your rollout? Talk to us →
Business plans
For this scenario, we recommend the Team plan. Team covers 5 to 10 people; Business has no upper limit and adds departments.
Organized access for small teams.
5–10 paid seats
$24.90 billed yearly per user · 5 to 10 seatsBilled monthly · 5 to 10 seats
More control as your company grows.
No seat limit
$39.90 billed yearly per user · unlimited seatsBilled monthly · unlimited seats
05 / Good to know
On servers in the European Union. Data is encrypted on your device before it reaches the server, using the zero-knowledge model - nobody at Inlockly can see it.
Yes. Besides logins, the vault stores encrypted notes - for example, tokens, client numbers, or sign-in instructions.
Share the items with a one-time link limited to the client's email address. The client confirms with a code and doesn't need an Inlockly account.
The Business plan - no seat limit, with departments (for example, payroll and bookkeeping) and 180 days of change history.
