Giving your accountant access

Updated 7 September 2026·3 min read

Invite your accountant the same way you would anyone else, and give them the Viewer role. They see the books as they stand, which is better for both of you than a spreadsheet emailed at the year end and out of date by the time it lands.

Use the Viewer role

What they can see

Transactions, approvals, invoices and reports, across the whole company.

What they cannot do

Change anything. Viewer is read-only, so nothing they do can alter your books, and you are never wondering whether a figure moved because of them.

What they never reach

Your billing, your settings, and your team. Those stay with owners and admins.

They sign in as themselves

Your accountant creates their own login on their own email. Nobody shares a password, and when the engagement ends you remove one person rather than changing a password everyone knew.

If they need to make changes

Some practices would rather post adjustments themselves than send you a list. If that is the arrangement, give them Admin instead and be clear with yourself about what that means: Admin is the same access an owner has, short of nothing.

Ending the engagement

Remove them and access stops at once. Everything they did stays on the record, because an audit trail with people deleted out of it is not an audit trail.

If your accountant would rather run several clients from one place, they can join the partner programme instead of being invited company by company.

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