Giving your accountant direct access to your financial data saves you time and keeps your records completely secure. They can log in whenever they need to reconcile your transactions and prepare your accounts for filing tax returns, meaning you don't have to worry about sending statements via post or email. Sharing your data securely through the app is much safer than traditional sharing methods. 🔐
How to invite your accountant
Giving your adviser secure access takes just a few moments. Follow these simple steps inside the app:
Open the app and tap your profile or account icon (👤) in the top left-hand corner of the screen.
Tap Your accountant.
Enter your accountant's professional email address. 📧
Tap Invite this accountant at the bottom of the screen to send the secure invitation link.
Let your accountant know they should look out for an email inviting them to sign up to our secure accountant platform. When they create their account, they must use the exact same email address you entered in step 3.
Once they accept the invite and register, they will be able to view your transaction history automatically, keeping your business bookkeeping completely seamless. ✅