Help centre / Account, security & data

Giving your accountant read-only access

Let up to 3 accountants see invoices, payments and costs without using a team seat.

Available on Pro and Agency

What it is

An accountant seat can read invoices, payments and expenses and download exports. They can't see contacts, projects or messages, and can't change anything.

When to use it

  • Year end or VAT quarter.
  • Your bookkeeper wants to self-serve.

How to do it

  1. Open Accounting, scroll to Accountant access and enter their email to invite them.
  2. They accept from the email and open their Books page.
  3. Remove access at any time.

Good to know

  • Access ends automatically if your plan moves to Free.

Still stuck? Read troubleshooting, or sign in and open Help & support.