For accountants and bookkeepers
Move between client work without blurring the client boundary.
Roxby provides a Practice Hub for working across customer-authorized client workspaces without combining client data.
Review authorized short-term rental client records with source-linked ledger history and reconciliation status. Propose adjusting entries for customer review instead of silently changing the books.
Firm view
Start in Practice Hub. Enter one client at a time.
The Practice Hub shows which authorized clients need attention.
- Practice Hub
- Client attention
- Staff
- Requests
- Invitations
- Access history
- Authorized client workspace
- Overview
- Books
- Transactions
- Reports
- Requests
- Documents
- Year-end Package
- Proposals
- Access & History
- Request and propose
Ask for missing records, prepare a proposed change, and keep the client's decision separate from professional preparation.
- Return with history intact
Move back to the firm view while the client workspace retains its own people, scope, requests, proposals, and history.
Client workspace
The work stays inside the client context that authorized it.
Review books and transactions, exchange requests and documents, prepare a year-end package, and follow proposal and access history within that client workspace.
Source-linked balances connect to available bank records, receipts, and supported OTA statement files. Propose adjusting entries for client approval rather than editing underlying records.
Year-end
The Practice Hub supports source-linked year-end package preparation.
Review the named package, its included periods and entities, and the source trail that supports the handoff.
A specimen package manifest
For the single-property worked example, the fictional review cover sheet contains:
- Customer entity and property
- Harbor Stay Example LLC · Example Cottage
- Included period
- 2026-06-01 through 2026-06-30
- Close version
- Version 1; no later revision in this example
- Unresolved items
- None in this simplified example
- Accountant follow-up
- Review the filing-year classifications before return preparation; the assigned accountant owns that review.
Included source references:
- Example payout export: rent, guest cleaning fee and host fee
- Example bank statement: payout received and cleaner paid
- Example cleaner invoice: property and service period
This is an illustrative review checklist, not a claim that every field is an automatically generated export. Open the accountant review kit.
Export source-linked accountant workpapers with supported reservation-income, cleaning-fee, host-fee, and mortgage debt-service records, disclosed reconciliation differences, and supported PDF, Excel, and CSV outputs for accountant review.
Migration
Migration requires a separate, customer-approved scope.
Professional workspace access does not grant migration authority. Any migration scope is approved separately by the customer.
Professional interest