What this does
Sends an invitation to your accountant so they can log in and view your financial data in read-only mode. Accountants do not need their own paid subscription to accept access.
When to use it
Set this up when you first start using Relentify, or whenever you change accountants and need to transfer access.
Step by step
- Go to Settings (via the account menu in the top bar) and select the Accountant tab
- Enter your accountant's email address in the text field
- Click Send Invite — your accountant receives an email with a link to accept
- Their email appears below with a status badge showing pending while they have not yet accepted
- Once they accept the invitation, the badge changes to accepted and they can log in to view your books
- To remove access, click Revoke next to their email — this immediately ends their access