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Share your Rounded data with an accountant - FAQ
Share your Rounded data with an accountant - FAQ

Securely share data with your accountant in real-time. Making tax time even easier.

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

Rounded makes sharing data with your accountant or bookkeeper easy and secure. The permission settings mean you can assign the level of access you are comfortable with.

Who can I give access to?
Invite and give access to anyone you choose. Invites can be cancelled and access revoked at any time.

Can I give access to more than one person?
Yes, you can invite as many people as you like.โ€‹

What are the levels of access I can grant?

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

NOTE: Permissions can be changed or revoked at any time.

Your accountant will have access to your income and expense reports and your P&L report with any level of permission granted.

They will also be able to see receipts/files attached to expense records and any invoices associated with income records.

Can my accountant make any changes to my data?

Yes, if you assign a level of permission that allows this. Every time someone accesses your account via a Rounded accountant portal, you will be notified by email or push notification.

How long does it take for changes I make in my account to be visible to my accountant?

All data is shared in real-time. Your accountant will see it as soon as you make any additions or changes to your data.

How can I be sure it's my accountant viewing my data?

When you invite your accountant to access your Rounded data, the invitation goes to an email address you choose. The accountant must verify that email address before they gain access.

Click HERE for a simple guide to sharing your data with your accountant.

Remember to download the Rounded mobile app!

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