Your accountant may only need to be in the account for a few weeks at year end. Granting time-limited, read-only access — and removing it afterwards — keeps things tidy and secure.
How to do it
- Invite your accountant with their own email and a read-only role.
- Let them pull the statements, exports and figures they need.
- When the accounts are filed, remove their access in Account > Users & roles.
Why time-limited
Access that outlives its purpose is exactly what an access review is meant to catch. Removing your accountant’s login when the engagement pauses keeps your user list honest and your data exposure minimal, and it’s effortless to re-invite them next year. Read-only means they can see figures but never change bank details or move money — the right level for an adviser.
Whenever a change touches money, access or your company’s data, we verify the request is genuinely from an authorised person before we act. We will never ask you to confirm full security details by email or phone to release information or push through a change — if a message pressures you to do that, treat it as suspicious and contact us to check.
See also: How to give your bookkeeper read-only access, Giving your accountant access, How to run a quick access review.