Hello, @denb508. Yes, you can invite your accountant by sending them an invitation.
- Go to Gear icon and select Manage users.
- Click on the Accountants or Accounting Firms tab.
- Select Invite firm.
- Enter your accountant's email address or their firm's user ID.
- Click Send the invitation.
After sending the invitation, your accountant will receive an email requesting access to your company account. You can also check the status of the invitation to see if they have accepted it: Invite accountant users.
If you have any further questions, please let us know. We're here to help you anytime.
