- Go to Settings > Team members. Connect accountant appears below the user list.
- Click Connect accountant, find the firm and send your request. The firm confirms it in the accountant portal.
- Your accountant can also invite you. As the owner or an administrator, accept the invitation through the notification or Settings > Accountant, logged in with the invited email address. The invitation is valid for 14 days.
- Under Connected accountant, you can see which firm has access. It can view and export documents, but cannot change, delete or send anything.
- Click Disconnect and confirm to stop access. You can cancel a request that is still pending.
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