Many businesses want their accountant or bookkeeper to see statements and documents directly, rather than forwarding everything by email. You can give an external adviser access in a controlled way.
How to do it
- Sign in as an administrator and open the Users area
- Invite your accountant using their work email address
- Choose a role that suits their work, often view-only
View-only access lets your accountant download statements and documents for bookkeeping and year-end without being able to make changes or raise requests. If they need to do more, you can choose a higher role, but it's wise to grant only what they genuinely need.
Keeping control
- Use the adviser's own email rather than sharing a company login
- Review their access at the end of an engagement
- Remove access promptly if you change advisers
Remember that your company remains the account holder and is responsible for everyone you invite, including external advisers. If you'd rather not give portal access, you can simply download documents yourself and share them, or ask our support team about the options available.
For more on access levels, see adding users to your company account, understanding user roles and permissions and where to find your account documents.
See also: Can I get a copy of my Business Loan Agreement?, Changing the main account administrator, Changing your communication preferences.