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What are the differences between accounts, households and properties?

There are three primary ways to structure client access in Nines. Each has meaningful implications for ownership, privacy, reporting, and long-term flexibility. Choosing the right approach early is important, as moving data later is limited.

1. Single Account, Properties per Client

What this looks like
You maintain one Nines account and create separate properties for each client.

Pros

  • Simplest for internal use

  • Everything lives in one place

  • Easy to report and search across all clients

  • Ideal if Nines is purely an internal operational tool

Cons

  • Higher risk of data exposure if properties or records are miscategorized

  • Clients cannot be true owners of their data

  • No native way to split a client out later into their own account

    • Transfers require export → import only

  • Not ideal if clients may eventually want direct ownership or access

Best for

  • Internal-only usage

  • Firms managing many clients without client logins

  • Situations where cross-client reporting is a priority

2. Single Account, Households per Client

What this looks like
You operate one Nines account, but each client has their own household.

Pros

  • Stronger separation between clients than properties alone

  • Better privacy and security boundaries

  • Still manageable from a single login

Cons

  • More operational overhead (you must switch households)

  • Still no native way to transfer a household or its properties to a new account

    • Export → import required

  • You remain the owner of all client data

Best for

  • Firms that need stronger client separation

  • Clients who may be granted limited access

  • Scenarios where privacy matters more than cross-client reporting

3. Separate Account per Client

What this looks like
Each client has their own Nines account. You are added as a collaborator.

Pros

  • Cleanest ownership model — the client can be (or become) the owner

  • Strongest privacy and security

  • Easy to transfer property data if a home is sold

  • Best long-term flexibility

Cons

  • Most operationally complex for you

  • Requires logging in and out of accounts

  • Each account needs a unique email address

Best for

  • High-touch or long-term clients

  • Clients who may eventually self-manage

  • Property sales or ownership transitions

  • Firms positioning Nines as a client-facing platform