Accountant access gives your accountant direct access to your bexio account and allows him / her to assist you with your bookkeeping.
Go to "Settings" - "Plans, add-ons and users" - "Manage accountants".
At the top right-hand side, you will see the option to invite accountants:
Enter the e-mail address of your accountant. Your accountant will automatically receive an e-mail from bexio and can accept the invitation.
You can also withdraw an invitation if you entered an incorrect e-mail address or change your mind.
You will be notified via e-mail as soon as your accountant has accepted the invitation. You now have the option to remove the accountant or to edit his / her access rights.
You are free to decide which rights your accountant has and in which sections he / she can make adjustments – just the same way as you can for other users (employees).
Click on "Edit permissions" to decide what your accountant can see and do in all the individual sections of bexio.
You can edit and adjust these settings whenever you like under "Settings" - "Plans, add-ons and users" - "Manage accountants".
You can invite and allow more than one accountant to access your bexio account.