Also check out the FAQ page.
It's really simple and quick to use:
1) Click Settings on the menu on the left then Accountant access
2) Add your accountant's email address then assign the level of permission you are comfortable with.
You can choose to allow the following levels of access from the Accountant access section of Settings:
- Read Only
- Edit access to expenses, income records and invoices
- Access to Bank Feeds
- Ability to change/update GST status
3) Click Invite.
Your accountant will receive a personalised email invite from you with a link to access your data.
Example of the personalised email invitation:
You can manage permissions and who has access in the Accountant access section.
You can cancel an invitation, revoke access or change permissions at any time.
Don't forget to download the Rounded mobile app!