Invite your accountant

You are able to provide your Accountant with access to your account:

1. Open up the Settings section in your left menu bar by clicking the plus sign (+)

2. Open Company Settings

3. Select Team

4. Click Invite Your Accountant in the top right

5. Enter your Accountant's email address in the field provided

6. Then click Invite Accountant

Revoking Access

If you need to revoke account access for your Accountant, such as when changing to a new Accountant or bringing this role in-house, you can do so by clicking the red button on the right of their entry within the Authorised Partners section.