Partners and advisers
Work across your clients without holding their passwords.
Magic is built for the business that owns the workspace, which is also what makes it workable for the adviser looking in. A client grants your firm access to their workspace, scoped to the records your role needs. Your firm sees its client list in one place, and the client keeps ownership of the data and the ability to revoke access.
Client workspaces stay separate. Each grant is made by the client, and each one can be ended by the client.
You keep the relationship
No acquisition commissions, and no client contact without consent.
One page of terms
The partner agreement is short enough to actually read.
A 30-day pilot
Evaluate on one client workflow before committing to anything.
Who it is for
Accountants, bookkeepers and advisers
The firm's job is different from the client's job, so the access is different too. Magic keeps both in the same permission model rather than a shared login.
Accountants and bookkeepers
Review actuals, the plan and the records a client is willing to share, without a shared password or a downloaded copy of the ledger. Your own working papers stay your own.
Business advisers
Work beside the client on planning, pipeline and campaigns for the businesses you advise, with the records each client has granted to your role.
Client services teams
A firm can give its own people access to the client workspaces they are responsible for, so the relationship survives one person leaving.
Client businesses
The client owns the workspace and the accounting connection. They decide what the firm can see, and they can end the grant without losing any of their own records.
Group finance teams
Where several related entities share ownership, the Group configuration covers consolidation and a larger active-user pool as a scoped arrangement.
Referral and implementation partners
Firms that help a client set up a workspace can do it under a temporary grant, then hand the workspace back once the client is running it.
Access
Grouped access and partner access
Grouped access is how a firm sees its clients: one login for the firm's people, with the client workspaces they are entitled to in a single list, and each workspace shown under the label of the client that owns it. Opening a client finds that client's records, not a merged view of everyone's.
Partner access is how a firm gets in. The client grants your firm access to their workspace, scoped to the records your role needs, and the grant is recorded against the client. A grant for a tax review is not the same grant as one for a planning engagement, and neither implies the other.
Permissions stay enforced server-side. A firm's person sees only the client workspaces and records their role permits, and a client can end a grant at any time. When a grant ends, the firm loses the access; the client keeps every record, because the workspace and the data were always the client's.
Every view a firm sees is labelled, so a client can tell who has access and in what role. A partner never receives access through an invitation that a client cannot see or revoke.
The client owns the workspace
Magic does not give a firm a back door into client data. The client grants access, the client can revoke it, and the client's records remain the client's after either event.
Magic Group
Magic Group is a scoped, sales-assisted configuration
For a firm or a family of related entities, Magic Group covers multi-entity groups, a larger active-user pool, consolidation and API access as one scoped arrangement rather than a stack of individual editions.
The catalogue line is From A$2,499/month · Multi-entity groups, 50+ active users, consolidation and API — sales-assisted, scoped quote., but a Group configuration is a quote, not a fixed checkout: the entities, the active users, the consolidation rules and the API access all change what is needed. Nothing is enabled until the configuration is agreed and a reviewed checkout or an authorised billing administrator confirms it.
A Group conversation usually starts with a short scoping call: which entities need consolidating, how many people need access across the group, and who will administer the configuration. If Group is more than the business needs, the honest answer is to keep the client on the editions they already use.
What a partner can and cannot infer from this page.
Partner work touches other people's clients, so the boundaries matter more than the pitch.
Partner questions
Give the firm access without giving away the business
Talk to partnerships about grouped access for your client list, or scope a Group configuration if several entities are involved.