If you no longer work with your accountant or need to update who manages your books, you can remove their access instantly in the app. Once you revoke their permissions, they will immediately lose their view-only connection and will no longer be able to see your transactions, invoices, or financial reports through your account. It is entirely secure and gives you complete control over who sees your financial data. 🔐
How to revoke accountant access
Disconnecting your professional adviser takes just a few seconds. 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 to view your current sharing settings.
Tap Remove access to instantly disconnect their view.
Once completed, a confirmation will appear on your screen, and your data sharing will stop straight away. If you ever hire a new accountant in the future, you can easily invite them to your account at any time.