Inviting your accountant

You can give your accountant access to your workspace so they can review your books, correct classifications, and export reports — without needing your login credentials.

Steps

Go to Settings > Business and scroll to Accountant access.

Enter your accountant's email address and click Send invite.

Your accountant receives an email with a link to accept the invitation.

Once accepted, they appear under Accountants in your sidebar.

Access levels

RoleCan do -------------- ReviewerView all transactions, reports, journal entries. Cannot modify. AccountantView and correct classifications, post adjustments, export reports.

Revoking access

Go to Settings > Business > Accountant access and click Revoke next to the accountant's name. Their access is removed immediately.