Multi-tenant consultant workflow

Consultant mode lets one user (a tax consultant / accountant) hold memberships across many tenants (clients) — with a single login, fast switching, and a consolidated tax calendar.

Multi-tenant architecture

Each tenant is fully isolated:

• Database row-level security (RLS) is FORCEd
• Tenant GUC is scoped per request transaction
• Audit log is per-tenant

There is no cross-talk between clients — even the consultant cannot see tenant B's data while active in tenant A.

Onboarding a new client

1. 1

   Create a new tenant

2. 2

   As a consultant, sign in → Tenant → Add Client Tenant. Enter business name, NPWP, business type (Individual/Corporate), PKP status.

3. 3

   Set yourself as admin

4. 4

   You're automatically the Owner. You can invite additional users (client staff or your own office staff).

5. 5

   Optional client access

6. 6

   If the client wants to sign in themselves (e.g. to see a dashboard), invite their email with Viewer or Operator role.

7. 7

   Seed the standard Indonesian COA

8. 8

   80+ ready-to-use accounts are seeded with one click.

9. 9

   Set up operations

10. 10

    Employees, inventory items, suppliers, customers — matched to the client's line of business.

Switching between clients

1. 1

   Header dropdown

2. 2

   The header shows the active tenant. Click the tenant name → a dropdown lists your memberships.

3. 3

   Pick the client

4. 4

   The system calls POST /auth/switch-tenant → the server sets the tenant context for subsequent requests.

5. 5

   Session refresh

6. 6

   The frontend invalidates the React Query cache for all tenant-scoped data, then refetches under the new context.

7. 7

   Verify the context

8. 8

   The header shows the active tenant's logo/name as a visual confirmation — no doubt about which client you are working on.

Consolidated tax calendar (roadmap)

When released (see ROADMAP Phase 5), the consolidated tax calendar will show the combined deadlines of all your clients in one view:

• "Client A — Monthly PPh 21 SPT due 20 May"
• "Client B — Corporate Annual SPT due 30 April"

This lets small consulting offices manage 10+ clients without missing a deadline.

Permission per role

Best practice for consulting offices

• Tenant naming convention: [Client] - [Business type] (e.g. "PT Maju Jaya - Distribution").
• Membership review quarterly: revoke access for staff who have left.
• Audit log review monthly for high-value clients.
• Document request workflow (roadmap Phase 5) to request file uploads from clients.

Frequently asked

Next

• Invoice → Tax → Journal flow
• SPT Masa vs SPT Tahunan