How do I invite my accountant?¶

You can give your accountant secure access to your books, so they can help with your accounts, payroll or tax.

Step 1. Go to Settings → Accountant and click Invite Accountant.

Step 2. Enter their Email and click Send Invitation. They'll receive an email, and once they accept they'll have access to your financial data. If the invitation can't be sent, the reason is shown in the panel.

While the invitation is waiting, the page shows an Invitation Pending card — from there you can Resend it (a new 14-day link is sent and the old one stops working) or Cancel Invite.

Once accepted, your accountant appears under Current Accountant, where you can see their details and Remove their access at any time.

An Invitation activity section below lists every accountant invite sent for this business, with its delivery status (Delivered, Bounced or Failed) and whether it's still pending, accepted or expired — handy for checking whether the email actually arrived.

If your accountant has already sent you a request, you'll see a Pending Access Request on this page. Click Accept and you can choose exactly which of your businesses to share with the practice before granting access, or Decline it.

Related guides¶

• How do I invite a team member?
• How do I change my business details?