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How to invite your accounting firm ?
How to invite your accounting firm ?

This article will go over the process of inviting your accounting firm and your accountant.

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Written by iPaidThat
Updated over a year ago

You can simply give access to your accountant to your ipaidthat account to simplify your collaboration.

They will also be abble to use the differents features available; like the accounting export in the adapted format for their accounting software.


How to add your accountign firm on iPaidThat ?

First, log in, and click on the "Pre-accounting" button, symbolized by the red folder.

After that, click on the "Accouting" option, available on the bottom on the grey menu, on the left side of your screen.

Click on the "Accounting Access" option to reach the invitation section.

Finaly, the button "+ Invite my accountant" will be available !

A pop-up will appear, asking for your accountant's informations in order to create and send the invite.

Once you filled it, click on "send invite" and your accountant will receive an e-mail with the link to access the platform.

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