Software Invites

Sharing access with your accountant means fewer emails, fewer spreadsheets, and far less back and forth. If you’re using FreeAgent, here’s how to securely add your accountant so they can jump in and get everything sorted behind the scenes. How to Add Your Accountant as a User Your accountant will receive an invite, set their … Read more

Any good accountant will want to dig into the nitty-gritty of your books — but first, they need access. If you’re using Xero, adding your accountant is straightforward and takes just a few minutes. Here’s how to do it. Steps to Invite Your Accountant on Xero Select Invite a user. Enter your accountant’s first name, … Read more

Adding your accountant to QuickBooks Self-Employed makes it easier to stay on top of your taxes, income, and expenses. It gives them direct access to your financial data so they can handle the heavy lifting—leaving you free to focus on your business. How to invite your accountant on QuickBooks Self-Employed Note:

Adding your accountant to QuickBooks is a simple step that can save you hours of admin. Here’s a quick guide on how to securely give your accountant access, so they can manage your books, stay on top of deadlines, and keep your finances running smoothly. Select Accounting Firms tab. If you are inviting an accountant … Read more