Hello,
I am relatively new to Sage and I am wondering how to go about allowing my accountant access to my Sage account without giving him my login information? Do I need to send him some sort of "invite", or does he need to request access?
Thanks!
Hi Joel McLearn,
Thanks for reaching out! Here's an article (pasted the resolution below*) on how to grant your accountant access to your file whether it's the Start or Accounting editions of Sage Accounting. Hope this helps!
To grant access to your accountant, he or she will need to sign up for the Accounting Accountants Edition. This will allow your accountant to establish a link between your accounts and access your account from the Accountants Edition. To do this:
NOTE: While this is required for your accountant to gain access to your Accounting Start account, this is also the recommended process for accountants working with clients using Accounting. Even though Accounting supports multiple users, we recommend that accountants sign up for the Accountants Edition to access their client's data for the best overall experience
