Accountant requires invite to our file

  • 1
  • Question
  • Updated 4 months ago
  • Answered
Our accountant has requested a 'Reckon Hosted Invite' to our file directly to their email address so we can free up one of our user logins, is this possible?  Literature I have found says to share with their user ID??
Photo of Kelly

Kelly

  • 182 Points 100 badge 2x thumb

Posted 4 months ago

  • 1
Photo of Rav

Rav, Community Manager

  • 57,814 Points 50k badge 2x thumb
Hi Kelly,
Does your accountant have Reckon Accounts Hosted access?
If so, get their user ID and you can share your file with them. This is best practice and what the recommended path is as you don't need to share your confidential credentials with them.
This is what you've alluded to in your opening post by sharing with *their* user ID.

If they do not have access to Reckon Accounts Hosted, they can purchase it which they can use for you and other clients but ultimately, that is their decision.

Are you currently sharing one your user logins with them?
Photo of Kelly

Kelly

  • 182 Points 100 badge 2x thumb
Thanks Rav, we have now shared using their ID.