By giving your accountant access to your data, you won’t need to send them any information via post, email or over the phone.
They will have access to your data whenever they need it, to be able to reconcile and prepare your accounts to file tax returns. Sharing your financial data through Countingup is more secure than sharing information through the post or by email.
To invite your accountant access to your data:
1. Open the Countingup app and tap the 'More' tab at the bottom of the screen
2. Tap ' Your accountant'
3. Enter your accountant's email address
4. Tap 'Invite this accountant' at the bottom of the screen to invite your accountant to access your data
5. Tell your accountant they should expect an email inviting them to sign up to the Countingup Accountant Hub so they can access your data. When they sign up, they need to use the same email address you used to invite them (in step 3).