Rounded offers a secure and simple way to share your data with your accountant or bookkeeper, allowing you to set the specific level of access you are comfortable with.
How to set it up
Go to Settings in the left menu, then select Accountant access.
Enter your accountant’s email and choose their permission level.
Levels of Access:
- Read only – View and download reports (CSV), but cannot edit data.
- Accountant can edit my data – Create or edit quotes, invoices, clients, income, expenses, and timers. Your accountant will have full access to your client file/account but cannot send invoices and quotes.
- Allow access to bank feeds – Reconcile and remove bank feed records.
- Can change GST registration status – Enable GST in the account. To learn more, click this LINK.
Click Invite. They’ll receive an email with a link to access your data.
NOTES:
With any level of permission granted, your accountant will have access to your income and expense reports, your P&L report, and they can see any receipts/files attached to your records and invoices.
You can invite and grant access to anyone you choose, and you can invite as many people as you like.
Accountants cannot access account settings, subscription details, or passwords.
You can change permissions, cancel invitations, or revoke access at any time.
If you allow your accountant to make changes, you will be notified by email or push notification every time they access your account via the accountant portal.
Remember to download the Rounded mobile app!
