Accountant Access enables your service provider and their team to view your Anchor client portal. This includes the invoices, agreements, and payments they have with you from your account's point of view. In compliance with security standards, Accountant access does not give your service provider visibility into your full banking or credit card information, and only the last 4 digits of your bank account or card will be visible.
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