Allowing My Accountant Access To My Books

Question

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!

Erzsi_I · Answer

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! 
 Resolution 
 
 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: 
 
 Your accountant should sign up for the Accountants Edition. 
 He or she will send an invite to your email from their new account. 
 You will then accept the invitation using your existing email and password. 
 This will establish the link between your accounts giving your accountant the ability to access your data with full access rights. 
 
 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

Sage Accounting Canada

Allowing My Accountant Access To My Books

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