Rebased Firm
Rebased Firm is a command centre for accounting professionals who manage a portfolio of client businesses. It gives you a single place to oversee every business under management — their compliance status, billing, reconciliation, and notifications — without switching between accounts.
Who is it for?
Rebased Firm is designed for accountants, bookkeepers, and BAS agents who work across multiple client businesses on Rebased. If you manage more than one business, Rebased Firm lets you do it from one dashboard.
Key features
| Feature | Description |
|---|---|
| Portfolio dashboard | See all businesses under management at a glance — client count, billing breakdown, and reconciliation status |
| Firm team | Invite staff to your firm’s own business and grant them Firm Access so they can see the firm dashboard without needing access to every client |
| Consolidated billing | Optionally pay your clients’ Rebased subscriptions from a single firm billing account |
| Portfolio Messages | One inbox for notifications across every client business, with the same controls as the standard Messages panel |
| Intelligence | Use the full Intelligence panel (Chat and Autopilot) for any client in your portfolio by switching the active business |
| Client onboarding | Add existing businesses to your portfolio or onboard new clients directly from the firm dashboard |
| Compliance overview | Track BAS/GST status across your entire portfolio (AU) |
How it works
- Establish your firm — Create a Rebased Firm from the user menu. Choose your region (all clients must be in the same region). See Setting Up Your Firm.
- Link your firm’s business — Optionally link a Rebased business that represents your firm itself (your practice books). See Setting Up Your Firm.
- Build your portfolio — Add businesses you already have access to, or onboard new clients. See Managing Your Portfolio.
- Invite your team — Add staff to your firm’s business and grant Firm Access so they can work from the firm dashboard. See Firm Team.
- Work from one place — Use the firm dashboard for an overview, Intelligence for per-client work, and the Messages rail for cross-portfolio notifications.
Terminology
| Term | Meaning |
|---|---|
| Rebased Firm | Your firm entity on Rebased — the hub that links you to your client businesses |
| Portfolio | The collection of all businesses under management in your firm |
| Businesses under management | Client businesses linked to your firm |
| Firm-linked business | A Rebased business that represents your firm itself (your practice books), distinct from client businesses |
| Firm Access | A permission granted to team members on the firm-linked business that lets them see the firm dashboard |
| Practice owner | The advisor who created the firm — sees the full portfolio and all controls |
| Firm-managed billing | Billing arrangement where your firm pays the client’s Rebased subscription |
| Self-managed billing | The client pays their own subscription (default) |
Getting started
If you haven’t set up your firm yet, head to Setting Up Your Firm to get started.
If your firm is already established, explore the guides below:
- Managing Your Portfolio — adding, onboarding, and switching between clients
- Firm Team — inviting staff and granting Firm Access
- Messages & Notifications — portfolio-wide inbox and per-client messages
- Intelligence — using Chat and Autopilot across your portfolio
- Consolidated Billing — paying client subscriptions from your firm account
Related pages
- Team Members — managing team members within a single business
- Dashboard — the standard business dashboard (per-client)
- Notifications — Messages panel for a single business
- Intelligence — Intelligence overview
- Settings — business-level settings
Last updated: April 8, 2026
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