accountant access

Wato
Wato Member Posts: 3 Novice Member Novice Member
in Accounts Hosted

How do I Invite ( give my accountant access) to my accounts hosted?

thank you

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,105 Reckon Community Manager Community Manager

    Hi @Wato

    You can share your company file to other users who have a Reckon Accounts Hosted login/account.

    I'll link a guide below which outlines the process on how to share your company file -

    https://help.reckon.com/article/ecojzy7cwb-how-to-share-company-files-in-reckon-accounts-hosted


  • Wato
    Wato Member Posts: 3 Novice Member Novice Member

    Thanks Rav. Really appreciate your help.

    Wato

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    He needs to be a Reckon partner to do this.

  • Kris_Williams
    Kris_Williams Member Posts: 4,222 Reckon Hall of Famer Reckon Hall of Famer

    You can also set him up as a separate user to use your login at a time convenient to you. This is what I have done for a client and he has limited access - mainly for reports and he logs on, gets his info and gets off.

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    Except what if you are using the system? Seriously Kris.

  • Kris_Williams
    Kris_Williams Member Posts: 4,222 Reckon Hall of Famer Reckon Hall of Famer

    And that is the difference, it doesn’t get used daily, wages weekly and BAS monthly, so in my case it’s very manageable. Wouldn’t suit everybody I appreciate that

  • Wato
    Wato Member Posts: 3 Novice Member Novice Member

    Thanks Kris and Zappy

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    Yeah Kris the accountant needs his own copy.

  • Kris_Williams
    Kris_Williams Member Posts: 4,222 Reckon Hall of Famer Reckon Hall of Famer

    Yeah Kevin not always necessary, as I always say - horses for courses. Everyone has different requirements.

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