What is the accountant access?

Hi pvilkin!

Accountant access means you're adding an accountant as a firm user in your company to review your records. On their side, your company will be added to their clients' list, and they can use special tools to prepare your taxes, redo your reconciliations, reclassify your transactions, etc.

To add an accountant user:

1. Click the Gear icon.
2. Choose Manage Users.
3. Select the Accounting Firms tab.
4. Click the Invite button.

You can also add your accountant as a Company Admin user if you want to control their access to your company. However, they won't be able to use the special tools in this case since they are just considered a regular user.

Feel free to reach out when you have another question about an accountant's access. Have a good day!