Skip to content

To manage accountant access:

  1. Go to Workspace Settings → Team
  2. In the Accountants section, use "Add accountant" to add the contact details
  3. Send the invite when you want them to create an account
  4. Open Manage access to set page permissions

Common statuses are contact-only, invited, active, and revoked.

MyCompanyDesk — Accounting made simple.