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May 29, 2020
Question

How do you invite an accountant so they can access your information?

  • May 29, 2020
  • 1 reply
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1 reply

MaryLurleenM
May 29, 2020

Inviting your accountant only takes a few steps, dobby5472.

  1. Click the Gear icon.
  2. Select Manage users.
  3. Select Accounting firms.
  4. Select Invite.
  5. Complete the required fields and select Save.

Your accountant will get an email with instructions to access your company.

 

Stay in touch with me if you have other concerns.