Accountant Access enables your service provider and their team to view your account information, including invoices, agreements, and payments, as well as manage your payment methods.
Accountant Access requests can be initiated only by a service provider at the moment.
To approve Accountant Access for an existing service provider:
Go to Team
review the pending Accountant Access request
Click on Approve
Your service provider will be notified
To remove a service provider with Accountant Access:
Go to Contacts
Pick a client and click the 3 dots menu
Click on Remove Accountant Access