Workspaces
A workspace is a firm — multiple workspaces, switching, isolation.
A workspace in Kiravy is one accounting firm. Every client, every transaction, every receipt, every integration belongs to one workspace — and no data crosses between them, ever.
For 95% of users this is invisible: you sign up, you get your firm, you work there. The page below is for the 5% who run two practices, advise multiple firms, or need to understand how multi-firm switching works.
When you'd have more than one workspace
| Scenario | Result |
|---|---|
| Sole practitioner | One workspace — yours |
| Partner in a firm | One workspace — your firm |
| Consultant to two practices | Two workspaces — invited to each |
| Spinning off a new arm | Two workspaces — your existing one + the new one you create |
You can be a Partner of one firm and a Manager of another. Roles are per-workspace.
Switching workspaces
Click your avatar (top-right) → the menu shows all workspaces you belong to, with a check next to the current one.
Click another to switch. The whole UI swaps — sidebar, client list, settings, everything. Your URL also changes; bookmarking deep links across workspaces stays consistent because the workspace context is in your auth session, not the URL.
Tabs are workspace-aware but not workspace-pinned. Opening Kiravy in two tabs and switching the workspace in tab 1 will eventually flip tab 2 on its next page load. Today there's no per-tab workspace pinning — for cross-firm work, refresh both tabs after switching.
Creating a new firm
Avatar menu → Create new firm → name your firm → Create.
You're immediately the Partner of the new firm. The workspace starts empty — no clients, no team members, no integrations. The previous firm is still there, just not current.
This flow is useful for:
- Spinning up a separate practice (e.g. a tax-only arm)
- Test / sandbox workspaces (though we're working on a proper sandbox mode)
- Acquiring another practice and migrating clients gradually
Joining a firm someone else owns
You don't create an account in someone else's firm — they invite you.
- They use Firm settings → Team → Invite member (Partner/Manager only)
- You get an email with a join link
- Click → if you don't have a Kiravy account yet, create one; if you do, just confirm
- The new firm appears in your workspace switcher with whatever role they assigned
There's no "request to join" — the invitation flow is one-way (firm-initiated). This is deliberate: accountants shouldn't be able to add themselves to firms they don't belong to, even technically.
Each workspace has its own…
| What | Scoped to workspace |
|---|---|
| Client list | ✓ One firm's clients are completely invisible to another |
| Team members + their roles | ✓ Different roles in different firms |
| Integrations (SQL Account agents, Xero / QuickBooks connections) | ✓ |
| Chart of Accounts templates | ✓ Per-client, of course, but the default seed is workspace-level |
| AI conversation history | ✓ |
| Billing | ✓ Each firm has its own subscription |
| Audit logs | ✓ |
| Firm logo + display name | ✓ |
Nothing leaks between workspaces. Tenant isolation is enforced at the database, not just the UI — see Roles & permissions → How Kiravy enforces this.
Leaving a workspace
Today: ask a Partner or Manager of that workspace to deactivate your membership from their Team page.
There's no self-service "leave firm" button — preventing accidental departure mid-engagement is worth the slight friction.
What's coming
- Per-tab workspace pinning — open two firms side-by-side without them stomping each other
- Self-service leave — for the few cases where it's not contentious
- Workspace cloning — for shipping settings (CoA seed, engagement template) from a parent firm to a new one
- Cross-workspace reports for groups operating several practices under one roof
What's next
- Set up your firm — initial firm setup flow
- Team management — invite, change roles, deactivate
- Roles & permissions — the matrix of what each role can do